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|FL||Member in Good Standing||2004||01/30/2017|
|Award name||Grantor||Date granted|
|Best Selling Author||Amazon Business||2011|
|America's Premier Experts||Dick & Nanton Branding Agency||2010|
|Attorney||Phancao & Shaffer, LLP||2004 - Present|
|Association name||Position name||Duration|
|Wealth Counsel, LLC||Member||2005 - Present|
|Personal Family Lawyer||Member||2009 - 2010|
|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.|
|See all legal cases|
|Wealth Counsel Quartely||Change On The Horizon||2011|
|Wealth Counsel Quarterly||Asset Protection As An Estate Planning Tool||2011|
|Univ of California Santa Barbara||N/A||undergraduate||N/A|
|California Western SOL||N/A||law||N/A|
|BNI Liaisons||The Fundamentals of Estate Planning||2010|
Posted by Michelle
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!
Posted by Manny
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
Posted by Henry P.
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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