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Patrick P Phancao
About Patrick
Biography
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
4
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Florida for 21 years
State: Florida
Acquired: 2004
No misconduct found
Licensed in California for 24 years
State: California
Acquired: 2001
No misconduct found
Location
Asset Protection & Elder Law Center (Founded by Phancao & Shaffer, LLP)
3187 Red Hill Avenue, Suite 115, Irvine, CA, 92626
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Patrick P Phancao's Reviews
Showing 1 - 4 of 4 client reviews from Avvo
Posted by James | September 20, 2017 | Hired Attorney
This review is from a person who hired this 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 p...
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 comfo...
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 lo...
Patrick P Phancao's Lawyer Endorsements
"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"
"Patrick is an exceptionally creative attorney who I would not hesitate to refer business to."
"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."
"I endorse this lawyer."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
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Experience
Honors
2011
Best Selling Author, Amazon Business
2010
America's Premier Experts, Dick & Nanton Branding Agency
Work Experience
2004 - Present
Attorney, Phancao & Shaffer, LLP
Associations
2005 - Present
Wealth Counsel, LLCMember
2009 - 2010
Personal Family LawyerMember
Sample of Legal Cases
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.
Education
N/A
California Western SOL
law
N/A
Univ of California Santa Barbara
undergraduate
Speaking Engagements
2010
BNI Liaisons
The Fundamentals of Estate Planning
Publications
2011
Wealth Counsel Quartely
Change On The Horizon
2011
Wealth Counsel Quarterly
Asset Protection As An Estate Planning Tool
Languages
French
Spanish
Vietnamese
Activity
Legal Answers
Legal Guides