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Megan A. Moghtaderi

Estate planning Attorney at Long Beach, CA

5.0   8 reviews
  • Licensed for 7 years
    State CA
    Acquired 2016
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Megan

Learn Megan’s areas of practice.

Megan A. Moghtaderi is an associate attorney at TLD Law primarily working out of the firm's Long Beach and Irvine, CA offices. She has been given the rating of “AV Preeminent®” by Martindale-Hubbell for the highest level of professional excellence for her legal knowledge, communication skills and ethical standards and was also named a “Gold Client Champion” by Martindale-Hubbell for her legal acumen and superior client service.

In January of 2023 the California Board of Legal Specialization certified M. Moghtaderi as a legal specialist in Estate Planning, Trust & Probate Law. She joins an elite group of attorneys that have taken the legal specialization exam and earned this coveted designation. The legal specialization exam is offered every two years in certain practice areas. Attorneys must pass the exam and apply to become board certified.

Ms. Moghtaderi’s practice includes estate planning for generational wealth, fiduciary representation, trust and estate administration, inheritance litigation, probate, conservatorships, and elder law. Her clients include private fiduciaries, medical providers, IT professionals, as well as business owners, entrepreneurs, corporate institutions and philanthropists. She works with clients’ certified public accountants, financial planners, and other service providers to provide holistic solutions to clients’ needs and has advised high net worth individuals and families in estate planning and trust litigation involving over $100 million in assets.

Growing up, Ms. Moghtaderi first piqued an interest in law when her family dealt with a hotly, contested probate issue. Understanding the motivating factors and causes for estate litigation, Ms. Moghtaderi also brings her personal experience and legal expertise to serve the Persian communities of Los Angeles and Orange Counties, of which she and her family are members of.

Ms. Moghtaderi works closely with individuals and families to create estate plans that reflect their unique goals and desires, with an emphasis on reducing the risk of future litigation. As a burgeoning area of law, Ms. Moghtaderi is well versed in the nuances of digital assets and planning and administering these assets advising all clients including those in the technology industry concerning implementing key provisions in their plans for these unique assets. Ms. Moghtaderi also represents fiduciaries and beneficiaries in disputes over trusts and estates issues such as accounts, contests, principal and income allocations, and creditor claim disputes.

Ms. Moghtaderi graduated Summa Cum Laude from Biola University and the Torrey Honors Institute in 2013. She was recognized as the top percent of her graduating class. After receiving her undergraduate degree, she went onto Chapman University Fowler School of Law, earning her J.D. in 2016. During law school, she worked as a Judicial Law Extern for the Honorable Kim. R. Hubbard in Probate at the Orange County Superior Court.

While at law school, Ms. Moghtaderi was extremely involved in school organizations and held multiple leadership positions, as the President of the Tax Law Society and Vice President of the Federalist Society, among others. Ms. Moghtaderi’s philanthropic endeavors were widely recognized and she even received A Commitment to Public Service Award during her time at Chapman.

Ms. Moghtaderi still spends significant amounts of time volunteering for non-profits and her charitable efforts continue to grow. Ms. Moghtaderi volunteers with the Christian Legal Aid Society proving pro-bono services to lower income members of the community. She is the founding member of Food From the Bar Orange County Steering Committee, and is a board member for Able ARTS Work, a non-profit that provides lifelong learning, community service and vocational opportunities through the creative arts for people of all abilities and all ages in an environment of warmth, encouragement and inclusion.

Ms. Moghtaderi continues her leadership in legal involvement in multiple organizations and is currently a board member of the Orange County Bar Association Trusts and Estates Section, Chairman of Estate Planning Group Network, and a member of St. Thomas More Society. Ms. Moghtaderi is a sought-after speaker and has spoken and given webinars for certified public accounting firms, financial planners, and the Professional Fiduciary Association of California meetings and conferences.

Contact Megan

TLD Law
3900 Kilroy Airport Way, Suite 240
Long Beach, CA, 90806
TLD Law
2010 Main Street, Suite 1000
Irvine, CA, 92614
TLD Law
8141 East 2nd Street, Suite 500
Downey, CA, 90241
TLD Law
9595 Wilshire Boulevard, Suite 900
Beverly Hills, CA, 90212
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Reviews

5.0 / 5.0
  8 customer reviews
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Posted by Randy | December 13, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional service and professional
Megan Moghtaderi provided exceptional service during a difficult time and her knowledge and professionalism were evident from start to finish. Megan was always available when needed and her kindness was a bonus. I felt confident knowing Megan and her team were working diligently on my Trustee/Estate matter. Additionally, I had Megan review our old trust and she did an excellent job updating the new one. I will definitely use Megan’s service again in the future.
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Posted by Mary | November 20, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Experience With Trust and Proposition 19 Property Transfer
I want to recognize the excellent experience we had with Megan Moghtaderi and her team. We had a situation where we needed a loan to the family trust in order to avoid triggering higher property taxes under Proposition 19, and we needed assistance with finalizing the distribution of the trust assets. We had been working with a previous attorney who was unable to complete the job, and time was of the essence. Megan and her team obtained and reviewed the files from the previous attorney, worked with the loan company on a rush basis to calculate the distribution schedule and loan amount, facilitated the property transfer, filed the documentation with the assessor, and provided the documentation needed for taxes and beneficiary distribution. Megan was clearly experienced and professional in handling this type of work, and was very patient and responsive to numerous emails and phone calls throughout the process. She was instrumental in finalizing the trust situation for us. I will not hesitate to work with Megan in the future and highly recommend her for any trust needs.
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Posted by anonymous | October 12, 2021
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Very nice & knowledgeable.
Very nice & knowledgeable. Seems to have a lot of expertise and good background. Will consider working with her in the near future. We haven't yet discussed fees.
Posted by Michelle | January 8, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Conservatorship
The greatest gift I’ve ever received are my children. Megan managed the legalities so I could continue caring for my non biological child and for that I will be forever grateful
Posted by Caitlin | May 11, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Exquisite Attorney
I started working with Megan over a year ago. As a newer Fiduciary I need counsel I can rely on to protect me. Megan limits my liability tremendously, she has extensive knowledge in the probate industry. I highly recommend Megan as an attorney to advise you in a variety of cases or needs.
Posted by Nicole | May 11, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Exactly what I needed at the perfect time
Ms. Moghtaderi and her team were extremely professional and kind while helping me navigate a business matter. She was prompt and clear in her communications. She listened to what I needed and figured out the best plan forward. I would highly recommend her and her team--and will definitely contact her in the future if another need comes up.
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Posted by Shirley | June 27, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Ms. Moghtaderi provided the right level of service at the right time.
When my father passed away in early 2018 and left most of his estate to my disabled brother, the trustee he selected turned out not to have the best interests of my brother at heart. After a few months, I had to engage an attorney in Contra Costa Country to retrieve assets that the trustee had illegally obtained. But in order to remove the trustee altogether, I reached out to Megan for two reasons: She came highly recommended by some of my Contra Costa attorneys, and she was located in Orange County where the trustee lived. I learned that this was the proper venue in which to legally request the removal of a trustee. When I spoke with Megan by phone during our initial consultation, I explained that my ultimate goal was to have the current trustee removed and replaced by my father's successor trustee. She was attentive and professional. By the end of the 30 minutes, I felt I was in good hands and decided to retain her services. Megan worked very well with my Contra Costa attorneys. And in fact, from my perspective as the client, it was almost seamless. One memorable episode occurred when the trustee was mounting a challenge against my initial legal action in Contra Costa. At that point, the trustee did not know about the brief Megan had filed seeking her removal as trustee. But I felt strongly that if the trustee did know about the second legal action, it might provide leverage to help move both efforts forward. Megan agreed and this is indeed what happened. The trustee indicated her willingness to resign so Megan worked with the Contra Costa attorneys to craft a comprehensive settlement for both cases. The court approved the settlement and both matters were concluded satisfactorily. To conclude, although Megan was not the only attorney I worked with on this matter, she provided excellent service, and was responsive and efficient. I recommend her highly for any type of estate and trust litigation.
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Posted by Helena | May 16, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Megan is amazing!
Megan walked our family through the many steps needed to settle our parent's estate. She was thoughtful and very made sure we understood all the details and procedures needed.
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Cost

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Resume

AVVO RATING 9.0 (Superb)

Education

  • Chapman University School of Law
  • JD - Juris Doctor
  • 2016
  • Biola University
  • BA - Bachelor of Arts
  • 2013

Associations

  • Orange County Bar Association, Trusts and Estates Section
  • Chair
  • 2022 - Present

Languages Spoken

  • English
  • American Sign Language

Honors and Awards

  • Rising Star
  • SuperLawyers
  • 2022
  • Rising Star
  • SuperLawyers
  • 2021
  • Commitment to Pro Bono Service
  • Chapman University School of Law
  • 2016

Speaking Engagements

  • Professional Fiduciaries Association of California, Long Beach Chapter
  • How Changes In AB 1194 Affect Professional Fiduciaries Starting In 2023
  • 2022
  • Professional Fiduciaries Association of California Conference
  • Best Practices for the Least Restrictive Conservatorship and Serving as Conservator of the Person and Health Care Agent
  • 2021
  • Professional Fiduciaries Association of California Conference
  • The (Not So) Dumb Questions You are Too Scared to Ask
  • 2020
  • Professional Fiduciaries Association of California Conference
  • Instagram Infulencers, YouTube Celebrities, Bitcoin Miners, and Me: A Look at the Fiduciary Duties with Digital Assets
  • 2019
View all speaking engagements

Attorney endorsements

Received (6)
Given (5)
Endorse Megan
Estate planning Attorney | Feb 04
Relationship: Worked together on matter
"There are a lot of lawyers out there, but few that are like Attorney Moghtaderi. She is patient, responsive, and compassionate. If you need an attorney who will be thorough and patient, this attorney is the one for you, especially in the area of estate planning. I highly recommend!"
Probate Attorney | May 18
Relationship: Fellow lawyer in community
"Megan possesses extensive knowledge in the areas of Estate Planning, Trusts & Estates. She is compassionate with her clients and zealously advocates for her clients."
Estate planning Attorney | Jul 19
Relationship: Friend
"I whole-heartedly endorse Megan. Not only is she knowledgeable and very precise in her work, but she is fully committed and cares about the client. I have no problem referring cases to her and always trust that she will do amazing work."
Estate planning Attorney | Jul 19
Relationship: Fellow lawyer in community
"I have know Megan since law school. Even then she carried herself in a confident manner. Everyone knew she would be a great lawyer. She is definitely a lawyer I would recommend. Highly recommended estate planning, trusts, and probate attorney."
Unknown Attorney | Jul 19
Relationship: Fellow lawyer in community
"I have referred clients to Megan, and they have each given glowing feedback about her dedication and outstanding service! I endorse this lawyer."
Estate planning Attorney | Jul 18
Relationship: Fellow lawyer in community
"Ms. Moghtaderi's knowledge and insight are apparent from the counsel she has shared about her practice area with our local bar association members and lawyers in the community. I highly recommend her."
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Long Beach Estate planning Lawyer Megan A. Moghtaderi
Megan A. Moghtaderi
Estate planning Attorney
Long Beach, CA
Licensed for 7 years