My wife and I hired Patrick Phancao for our estate planning. Truly, words could not express sufficiently our gratitude for all of Patrick's kindness, patience and knowledge in regards to our living trust. We feel the future of our son is now secure. Again, thank you and God bless you.
Patrick is a very knowledgable, relatable man that truly takes the time needed/required to meet one's needs.
Patrick is a very knowledgeable, relatable, man who truly took the time to completely understand our needs and wishes with regard to our Living Trust and LLC. He was responsive in a timely manner, and always kept us apprised of the status of our documents. The staff is friendly, communicative and professional. We were very lucky to have had him referred to us!
Patrick enjoys his free time with his family. He travels extensively, both professionally and personally. He is a strong advocate of learning about different cultures and getting yourself out of your comfort zone.
He enjoys surfing, basketball, piano, and simply hanging out with friends...
This review is from a person who hired this attorney.
| Hired Attorney
Patrick P. Phancao, thank you
My wife and I hired Patrick Phancao for our estate planning. Truly, words could not express sufficiently our gratitude for all of Patrick's kindness, patience and knowledge in regards to our living trust. We feel the future of our son is now secure. Again, thank you and God bless you.
Posted by Michelle | May 14, 2013
Patrick is a very knowledgable, relatable man that truly takes the time needed/required to meet one's needs.
Patrick is a very knowledgeable, relatable, man who truly took the time to completely understand our needs and wishes with regard to our Living Trust and LLC. He was responsive in a timely manner, and always kept us apprised of the status of our documents. The staff is friendly, communicative and professional. We were very lucky to have had him referred to us!
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Posted by Manny | September 6, 2012
Expertise with Concern
I can highly recommend Patrick Phancao and his firm, Asset Protection and Elder Law. He provides a personal aspect to his profession that is unusual. In creating a trust for my elderly mother, he was not only the consummate professional but was kind, patient and understanding, making my mother comfortable with the process.
As I have continued to rely on Patrick for advice concerning family issues, he has made himself available within hours of my phone call, if not available immediately. His personal concern for his clients and expertise make this firm a valuable resource for those wanting a clear understanding of the law as it pertains to one’s unique situation.
I appreciate the strength, patience, knowledge and character with which this this firm conducts business. The form exceptional relationships with their clients and provide a trust beyond the norm
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Posted by Henry P. | February 10, 2011
Corporate Formation
I hired Mr. Phancao to help me incorporate my business. I was blown away by his knowledge about asset protection and his in-depth document he provided me with. I knew immediately this attorney would be my go-to person for life.
I admit that I was a bit taken back by his age initially since he looked so young, but he proved me so wrong. His staff was very friendly, and were able to provide me with the proper guidance to any of my questions all year long.
The most pleasing aspect about Patrick and his staff is you can tell they are genuinely interested in your well-being and handling all your legal needs.
I would freely recommend Patrick to my family and friends.
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Elder law Attorney | Mar 20
Relationship: Fellow lawyer in community
"I endorse this lawyer. Patrick comes to the table with the integrity and compassion in his work with the elder client. I would refer him to any elder client I had or estate client that needed his service"
Estate planning Attorney | Jan 13
Relationship: Co-worker
"I endorse this lawyer. Patrick is one of the most committed, knowledgable, and trustworthy attorneys I know. He is amazing with business owners and is patient with elders and clients that are unfamiliar with asset protection and Medi-Cal planning. Mr. Phancao is diligent and provides the best legal protection and guidance for his clients. He is relentless in providing them with exceptional legal instruments and builds long standing relationships with his clients. Patrick spends time daily learning about the changes in the law and its application so that he can better serve his clients. He has a high level of integrity and is a delight to work with and know. If you want someone who will truly be a team player and there for you, your family, and business, then Mr. Phancao is the right Counselor and Attorney for you."
Estate planning Attorney | Oct 24
Relationship: Fellow lawyer in community
"I have known of Patrick's work in the Estate Planning field for over a decade, and he has shown excellent follow through with his clients. Besides his
superior legal knowledge, especially in the area of asset protection, he always brings a personal and caring touch with people he represents. He has participated in complex cases, helping families zero out their estate taxes, and creating asset protection structures for successful businesses.
Patrick works out of FL and CA, and is well-versed in both states. I would recommend him without reservation."
Elder law Attorney | Oct 23
Relationship: Fellow lawyer in community
"As a lawyer for over thirty years I have learned one thing and that is the value of careful legal planning. One spends a lifetime building an estate that must be protected from lawsuits, estate taxes and the vagaries of life that may impact our heirs. Patrick Phancao knows the law and will take the time to listen so as to truly understand your personal goals and concerns. He is an outstanding lawyer who I can recommend without hesitation for his expertise in Medi-Cal planning, asset protection and estate planning."
Estate planning Attorney | Oct 22
Relationship: Fellow lawyer in community
"Patrick and his partner are simply the best at what they do which is estate planning and wealth management. When you hire their firm you will be treated like a member of their family and you will have top notch legal representation."
Tax Attorney | Jun 27
Relationship: Worked together on matter
"I endorse this lawyer. Patrick and I worked together on authoring a book involving personal injury law, and he focused on how to structure personal injury settlements using his thorough knowledge of tax and estate law. Our book, "A Wolf in Sheep's Clothing, or What your Insurance Company Doesn't Want you to Know until It's Too Late" just reached #1 bestseller status on Amazon.com. His knowledge of estate and tax law is excellent."
Personal injury Attorney | Jun 22
Relationship: Worked together on matter
"I recently joined forces with Mr. Phancao to co-author “Wolf in Sheeps’ Clothing (What Your Insurance Company Doesn’t Want You To Know Until It Is Too Late)†which became a best seller on Amazon.com. Mr. Phancao has been doing a great job helping people. I endorse this lawyer."
Estate planning Attorney | Mar 31
Relationship: Fellow lawyer in community
"I highly recommend Patrick Phancao because of his demonstrated expertise in the areas of estate planning, asset protection, and probate law. Its great to have a lawyer who knows his stuff, but even better is the lawyer who knows his stuff and also cares deeply about the client. Patrick is such a lawyer.
In my work with Patrick I have seen the sincere interest he takes in getting to know each client's unique situation and providing them with a high level of service and trust. He will really go the extra mile for his client's. I have referred friends and family to Patrick's office, and each time I have heard nothing but great things.
Therefore, I have no problem giving Patrick my endorsement as an excellent and reputable attorney."
Estate planning Attorney | Sep 11
Relationship: Fellow lawyer in community
"Endorsement: I endorse this lawyer's work. Patrick is a highly skilled asset protection and estate planning attorney. His is an expert in international asset protection. Patrick is what I like to call the lawyer's lawyer - he is the person other lawyers and professionals turn to when they want to protect their wealth and provide for future generations."