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...
Practice areas
15 years
22 years
Languages spoken
French, Spanish, Vietnamese
Asset Protection & Elder Law Center (Founded by Phancao & Shaffer, LLP_
17702 Mitchell North, Suite 101
Irvine, CA, 92614
State | Status | Acquired | Updated |
---|---|---|---|
FL | Member in Good Standing | 2004 | 03/17/2022 |
CA | Active | 2001 | 02/06/2022 |
Award name | Grantor | Date Granted |
---|---|---|
Best Selling Author | Amazon Business | 2011 |
America's Premier Experts | Dick & Nanton Branding Agency | 2010 |
Title | Company name | Duration |
---|---|---|
Attorney | Phancao & Shaffer, LLP | 2004 - Present |
Association name | Position name | Duration |
---|---|---|
Wealth Counsel, LLC | Member | 2005 - Present |
Personal Family Lawyer | Member | 2009 - 2010 |
Publication name | Title | Date |
---|---|---|
Wealth Counsel Quartely | Change On The Horizon | 2011 |
Wealth Counsel Quarterly | Asset Protection As An Estate Planning Tool | 2011 |
School name | Degree | Graduated |
---|---|---|
Univ of California Santa Barbara | undergraduate | N/A |
California Western SOL | law | N/A |
Conference name | Title | Date |
---|---|---|
BNI Liaisons | The Fundamentals of Estate Planning | 2010 |
Case name | Outcome |
---|---|
I Forgot To Put This Asset Into This Trust | We were forced to go into Court to fight for this asset, so we filed a Heggstad Petition. This is an on-going battle as we speak. |
Posted by James
September 20, 2017
Posted by Michelle
May 14, 2013
Posted by Manny
September 6, 2012
Posted by Henry P.
February 10, 2011
Paul Staley, Elder law Attorney on Mar 20, 2013
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
Scott Nelson, Trusts Attorney on Jan 24, 2013
Relationship: Fellow lawyer in community
Patrick is an exceptionally creative attorney who I would not hesitate to refer business to.
Paul Staley, Elder law Attorney on Mar 20, 2013
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
Scott Nelson, Trusts Attorney on Jan 24, 2013
Relationship: Fellow lawyer in community
Patrick is an exceptionally creative attorney who I would not hesitate to refer business to.
Shadi Alai Shaffer, Estate planning Attorney on Jan 13, 2013
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.
Jorge Ramirez, Estate planning Attorney on Dec 10, 2012
Relationship: Fellow lawyer in community
I endorse this lawyer.
James Ballidis, Estate planning Attorney on Oct 24, 2012
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.
Vaughan De Kirby, Elder law Attorney on Oct 23, 2012
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.
Christopher Morales, Estate planning Attorney on Oct 22, 2012
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.
Michael Strong, Tax Attorney on Jun 27, 2011
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.
Mark Blane, Personal injury Attorney on Jun 22, 2011
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.
Damian Fragoso, Estate planning Attorney on Mar 31, 2011
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.
Marty Burbank, Estate planning Attorney on Sep 11, 2009
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.