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Dennis Michael Sandoval

Estate planning Attorney at Riverside, CA

5.0   7 reviews
Virtual consultation available
Virtual consultation available
  • Licensed for 27 years
    State CA
    Acquired 1996
    Status
    Active No misconduct found

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

About Dennis

Learn Dennis’s areas of practice.

5
Practice areas
  1. Estate planning
    40%
    Estate Planning, Estate Tax Reduction Strategies / Business Succession Planning / Special Needs Planning / Trust Administration / Probate / Will and Trust Contests

  2. Elder law
    10%
    Life Care Planning / Nursing Home Medi-Cal Planning / Veterans Aid and Attendance Planning / Revocable Living Trusts / Irrevocable Living Trusts / Power of Attorney for Property / Advance Health Care Directives / Conservatorships / Care Coordination and Advocacy / Elder Financial Abuse

  3. Guardianship
    10%
    Limited and Probate Conservatorships of the Person and Estate in California; Guardianships for minors

  4. Probate
    10%

  5. Tax
    10%
    Income and Estate Tax Planning; Business Formation and uccession Tax Issues; Charitable Planning; Tax Controversy

  6. Trusts
    10%

  7. Wills and living wills
    10%

SANDOVAL LEGACY GROUP IS A DIVISION OF HOLSTROM, BLOCK & PARKE, A PROFESSIONAL LAW CORPORATION - PROVIDING COMPREHENSIVE PROBATE & ESTATE PLANNING SERVICES.

Dennis M. Sandoval is a dedicated attorney with a unique and powerful background that has shaped his remarkable legal career. In 1992, Dennis suffered life-changing injuries after a car accident, breaking his neck and back, which left him paralyzed. However, this traumatic experience became the foundation for his unwavering commitment to serving the disabled and senior communities in Riverside County and San Bernardino County.

Dennis's personal journey has given him unparalleled insight into the physical and emotional challenges of living with a disability, as well as a profound understanding of the intricacies of the care system. This firsthand knowledge fuels his passion to advocate for those in need and ensures he can empathize with his clients on a level that few attorneys can match.

In addition to his life-altering experience, Dennis boasts a remarkable set of credentials that set him apart in his profession. He is the only attorney in California to hold certifications in three crucial areas: estate planning, elder law, and taxation. His accolades include the esteemed Certified Estate Planning, Trust, and Probate Law Specialist designation from the California Bar Board of Legal Specialization in 1998, as well as the Certified Taxation Law Specialist designation from the same organization in 2000. Furthermore, he proudly earned the Certified Elder Law Attorney (CELA) designation in 2004, meeting stringent requirements set forth by the National Elder Law Foundation (NELF) and the American Bar Association. To top it off, Dennis holds the distinguished title of an Accredited Estate Planner® (AEP) from the National Association of Estate Planners and Councils.

Education-wise, Dennis's accomplishments are equally impressive. He holds a Master of Tax Law Degree (LL.M.), a Juris Doctorate (J.D.) degree, and a Bachelor of Arts degree in Business Administration/Finance.

Before becoming an attorney, Dennis owned a successful tax planning, preparation, and financial planning firm in Orange, California. During this time, he earned designations as an Enrolled Agent with the Internal Revenue Service, as well as a Certified Financial Planner® (CFP) and Registered Financial Consultant® (RFC). Though he no longer practices as a financial planner, the invaluable knowledge he gained serves him well in assisting his estate planning, elder law, and tax controversy clients, as well as collaborating with their financial advisors.

Dennis's impressive career spans beyond his legal practice; he has also played a significant role in educating and guiding other attorneys in his field. For seventeen years, he served as the Director of Education for the American Academy of Estate Planning Attorneys (AAEPA), a nationwide membership organization dedicated to estate planning. Furthermore, he has actively contributed to various organizations' boards and committees, including the National Academy of Estate Planning Attorneys (NAELA) and the National Elder Law Foundation, further solidifying his reputation as a leading expert in his field.

Dennis's commitment to the community goes beyond his legal expertise. He actively engages with various special needs and disability organizations, such as ARC, NAMI, TACA, the Autism Society, and the Special Olympics. He is also a proud member of The Academy of Special Needs Planners, an organization devoted to assisting individuals with disabilities.

As a testament to his passion for holistic care, Dennis's law firm is a charter member of the Life Care Planning Law Firms Association (LCPLFA). This nationwide organization focuses on providing the highest quality of care to frail elders and disabled persons by employing social workers and geriatric care managers as part of a comprehensive team of professionals.

Beyond his legal pursuits, Dennis cherishes his roots in Riverside, where he attended Our Lady of Perpetual Help grade school and Notre Dame High School. In his younger years, he excelled in various sports, earning letters in football and wrestling. Today, he finds joy in building and maintaining marine aquariums and pursuing his passion for photography.

Residing in Norco, California, Dennis shares his life with his wife, three daughters, and a variety of beloved pets. He delights in spending quality time with his two grandsons and granddaughter, cherishing each moment with his growing family.

Location

Sandoval Legacy Group, a Division of Holstrom, Block, & Parke, APLC
Riverside
3780 12th Street
Riverside, CA, 92501
Corona
1897 California Ave.
Ste. 102
Corona, CA, 92881
Temecula Valley
40810 County Center Drive, Ste. 150
Temecula, CA, 92591
Newport Beach
4940 Campus Dr.
Ste. A
Newport Beach, CA, 92660
San Diego
3110 Camino Del Rio S.
Ste. 308
San Diego, CA, 92108
Vista
380 S. Melrose Dr. Ste. 347
Vista, CA, 92083
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Reviews

5.0 / 5.0
  7 customer reviews
5 Star
 
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Posted by Patricia | May 3, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Experience and Patience - A Great Combination
Dennis Sandoval is experienced, offers helpful advice, and has the patience of a saint. He always took the time to answer our questions and gave real-life examples to clarify confusing concepts. We are confident that our new Trust will simplify the final distribution of our estate to beneficiaries, as well as the management of our assets during times of incapacity.
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Posted by Karen | April 23, 2020
This review is from a person who hired this attorney.
| Hired Attorney
satisfied client
I was fortunate to be recommended to Dennis thru the firm which I have previously used, I consulted with Dennis and hired him to assist me with my Trust, everything from start to finish was first class, will definitely recommend and use again
Posted by Lynne | May 14, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Glad I found this law firm
Glad I found this law firm. They got the job done. Kept me informed on what the court wanted, what they were doing, and what I needed to do and when. Also, very personable and professional staff. Great experience.
Posted by anonymous | July 7, 2011
Peace of mind
Dennis Sandoval helped my father-in-law qualify for Medi-Cal after his stroke because he didn't have medical insurance and guided us along the way to obtain the best treatment and care for him. He explained the law and relevant issues in such a way that we could make the best decisions for him. He later assisted our other family members with their Estate Plans, Trust Administrations and even the creation of a memorial foundation. Mr. Sandoval is a unique attorney with extraordinary skills and I would highly recommend him.
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Posted by Joy | June 7, 2011
Amazing!!!
What an amazing Attorney! My cousin and I have been trying to handle her mother's affairs for over a year, we finally hit a brick wall and could no longer navigate through red tape. We made an appt with Dennis; arriving with our letters, notes, and paperwork; and not a clue what to do next. He not only answered all of our questions patiently, he laid out different options, and advised us as to pros and cons of each. He was honest, kind and knowlegable, he let us decide which way we wanted to handle this issue once we had the needed facts. No pressure at all. I worked in a law office many years ago, so I have had to deal with numerous attys and their staff, and let me tell you, Dennis and his staff are definately OUTSTANDING!!! I am looking forward to working with him again in the future.
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Posted by June | January 6, 2011
A satisfied client
Dennis is one of the finest professionals I have ever known. He is honest, thorough and always willing to 'go the extra mile'. His knowledge base is unbelievable. He is well read, keeps current and is patient in his explanations and recommendations. Beyond all else, he is one of the most courageous human beings I have ever known. My husband and were with Dennis for over 20 years. I am a widow now and he has again rescued me from the chaos that comes with finalizing paperwork as a result of a death. Years ago, he advised us regarding investments that had not been wise decisions on our part. We followed his recommendations to the letter and everything worked out for us. I can think of no better attorney to recommend than Dennis Sandoval. You will not be disappointed in his services.
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Posted by anonymous | April 25, 2009
Recommendation for Dennis Sandoval
Mr. Sandoval was recommended to us by our corporate attorney. He is one of the most knowledgeable tax and estate planning attorneys I have ever met. His staff is very attentive and our estate plan was pepared on a timely basis.
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Cost

Rates
  • Hourly Rates $ 425-425 per hour
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Managing Partner
  • Sandoval Legacy Group, a division of Holstrom, Block & Parke, APLC
  • 2020 - Present
  • Owner
  • Dennis M. Sandoval, A Professional Law Corporation
  • 2000 - 2020
  • Director of Education
  • American Academy Of Estate Planning Attorneys
  • 2000 - 2014

Education

  • Golden Gate University School of Law
  • LL.M - Master of Laws
  • 1999
  • Western State University College of Law
  • JD - Juris Doctor
  • 1996
  • California State University, Fullerton
  • Undergraduate
  • 1982

Associations

  • National Elder Law Association
  • Board of Directors
  • 2007 - Present
  • American Academy of Estate Planning Attorneys
  • Director of Education
  • 2000 - Present
  • Life Care Planning Law Firms Association
  • Vice President
  • 2011 - 2012
  • Life Care Planning Law Firms Association
  • Board of Directors
  • 2011 - 2012
  • National Academy of Elder Law Attorneys
  • Board of Directors
  • 2008 - 2010
  • National Academy of Elder Law Attorneys (Southern California chapter)
  • President
  • 2008 - 2009
  • Riverside County Bar Association, Estate Planning, Probate, and Trust Law Section
  • Chair
  • 2004 - 2005
View all associations

Languages Spoken

  • English

Honors and Awards

  • Southern California Super Lawyer
  • Super Lawyers
  • 2022
  • Southern California Super Lawyer
  • Super Lawyers
  • 2021
  • Southern California Super Lawyer
  • Super Lawyers
  • 2020
  • Southern California Super Lawyer
  • Super Lawyers
  • 2019
  • Southern California Super Lawyer
  • Super Lawyers
  • 2018
  • Southern California Super Lawyer
  • Super Lawyers
  • 2017
  • Southern California Super Lawyer
  • Super Lawyers
  • 2016
  • Southern California Super Lawyer
  • Super Lawyers
  • 2015
  • Fellow Award
  • National Academy of Elder Law Attorneys
  • 2014
  • Southern California Super Lawyer
  • Super Lawyers
  • 2013
  • Southern California Super Lawyer
  • Super Lawyers
  • 2012
  • Southern California Super Lawyer
  • Super Lawyers
  • 2011
  • Accredited Estate Planner
  • National Association of Estate Planners and Councils
  • 2007
  • Certified Specialist - Elder Law
  • State Bar of California
  • 2004
  • Certified Specialist - Taxation Law
  • State Bar of California
  • 2002
  • Certified Specialist - Estate Planning, Trust & Probate Law
  • State Bar of California
  • 2000
  • Enrolled Agent
  • Internal Revenue Service
  • 1990
View all awards

Publications

  • Special Needs Trusts:Planning, Drafting and Administration
  • Treatise
  • 2019
View all publications

Speaking Engagements

  • Fall Summit 2019 of the American Academy of Estate Planning Attorneys
  • Estate Planning Issues for Divorcing Couples
  • 2019
View all speaking engagements

Attorney endorsements

Received (17)
Given (34)
Endorse Dennis
Estate planning Attorney | Feb 11
Relationship: Worked for lawyer
"I have the privilege of working with Dennis Sandoval on a daily basis. He has been a wonderful mentor to me as an estate planning attorney. He is professional, courteous, and knowledgeable in his multiple practice areas, and is willing to give everything he has for his clients. Time after time, I have seen Dennis go the distance to help people who would have no other hope without him. I can endorse Dennis without any hesitation and I would recommend anyone who needs estate planning go see him. To me there is no higher compliment I can pay then to trust an attorney with the well-being of my own clients, friends, and family. I trust Dennis to take care of them 100%."
Unknown Attorney | Oct 23
Relationship: Fellow lawyer in community
"Dennis is an excellent attorney who possesses a wealth of knowledge and experience in his practice areas. He is a frequent speaker at seminars which are aimed at educating other attorneys. You would be hard pressed to find another attorney in the area who can match Dennis' knowledge on his practice areas."
Elder law Attorney | Mar 25
Relationship: Worked for lawyer
"Dennis is one of the most knowledgeable and thorough attorneys I have had the good fortune to work for and with. Dennis's insight and practical, measured approach to his cases is a model for the attorneys in the community. I endorse Dennis."
Probate Attorney | Jun 15
Relationship: Worked for lawyer
"I endorse this lawyer."
Elder law Attorney | Mar 25
Relationship: Fellow lawyer in community
"I have known Dennis for about 11 years as the head of education for the American Academy of Estate Planning Attorneys. Dennis has taught me a lot over the years! He is always on top of new changes in the law and has the ability to clearly explain complicated legal issues. He is a very intelligent, hardworking, dedicated and caring attorney. I would confidently refer anyone to Dennis for their estate planning or elder law issues."
Estate planning Attorney | Apr 16
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Probate Attorney | Feb 13
Relationship: Other
"I endorse this lawyer."
Elder law Attorney | Jan 07
Relationship: Fellow lawyer in community
"I endorse this lawyer. Dennis has outstanding experience and expertise in the areas of elder and special needs law. I have known Dennis for a number of years and have referred clients to him in that time. If my parents needed help and lived in Dennis' geographic area, I would refer them to him."
Elder law Attorney | Jan 02
Relationship: Fellow lawyer in community
"I endorse this lawyer. I have known Dennis for approximately 10 years through the National Academy of Elder Law Attorneys. Through his published works and presentations, he has established a national reputation. He also happens to be a really good person."
Estate planning Attorney | Dec 31
Relationship: Fellow lawyer in community
"Although I am certified as a specialist in estate planning and probate, I frequently consult with Dennis on complex estate planning and trust administration matters. Because of his timely and knowledgeable counsel, I have been been able to provide my own clients with more comprehensive solutions to help them achieve peace of mind."
Estate planning Attorney | Dec 31
Relationship: Other
"Dennis is the expert, bar none, in estate planning, estate taxation, elder law and all their related areas of law. I can recommend him without reservation."
Elder law Attorney | Dec 29
Relationship: Fellow lawyer in community
"I endorse this lawyer. There is no one who is smarter than dennis when it comes to tax law. he is very involved in helping people in the special needs community. if you were to hire him to be your lawyer, you could not go wrong. He is the best."
Elder law Attorney | Nov 12
Relationship: Fellow lawyer in community
"Dennis is one of the brightest and most passionate lawyers in the area of elder law. He has thorough knowledge of in the areas of asset protection, special needs planning and tax planning. He is a zealous advocate for his clients and a generous member of the legal community in which he constantly participates in continuing education."
Elder law Attorney | Apr 24
Relationship: Fellow lawyer in community
"I endorse this lawyer. I serve on a board with Dennis and have worked on a few projects with Dennis. He is a national leader in the world of Elder Law."
Elder law Attorney | Jun 21
Relationship: Other
"I endorse this lawyer."
Elder law Attorney | Feb 08
Relationship: Fellow lawyer in community
"If only words could describe Dennis. He is a leader of the elder law bar on a national basis. When other elder law attorneys have a tax question or a trust question (or just about any other question), Dennis is on the short list of persons they call for advice."
Estate planning Attorney | Jan 20
Relationship: Worked together on matter
"Dennis is just flat-out exceptional. He is extremely bright, very hard-working and a pleasure to work with in every regard. His clients are lucky (and good shoppers)."
View more endorsements
Divorce and separation
Divorce and separation
Divorce and separation
Estate planning
Estate planning
Estate planning
Divorce and separation
Child custody
Divorce and separation
Divorce and separation
Divorce and separation
Estate planning
Estate planning