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Joshua David Meier

Estate planning Attorney at Newport Beach, CA

5.0   4 reviews
  • Licensed for 17 years
    State CA
    Acquired 2006
    Status
    Active No misconduct found

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

About Joshua

Learn Joshua’s areas of practice.

I am an Orange County business and estate planning attorney, business owner, husband, and dad of four great kids focused on helping families and businesses meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family's complete protection and well-being.

Most people think of estate planning as a process for planning your death. Who would be excited about that? I look at estate planning as the process of planning for the best in life and Achieving Your Dreams!

 

THE MEIER LAW FIRM DIFFERENCE

Unlike traditional law firms that charge by the hour and approach business and estate planning as a one-time transaction, we provide comprehensive, flat-fee, affordable business and estate plans customized for you depending on your unique needs and budget.

Our estate planning packages not only include the typical estate planning documents such as wills, trusts, powers of attorney, and health care documents, but also include:

• Flat Fees
• Custom Plans
• Trust Funding
• Kids ICE Plan
• Legacy Interview
• Unlimited Phone Calls and E-mails
• Free review of your plan every three years
• Lifelong relationship with us as your trusted advisor
• Working with your trusted advisors or connecting you with new ones

After working with us, you will have a custom estate plan that will Achieve Your Dreams and protect you, your assets, and your loved ones!

ACHIEVE YOUR DREAMS TODAY!

Schedule a session online at or call us at.

Mention that you found us on Avvo and receive a FREE Achieve Your Dreams Planning Session (a $750 value).

FINANCIAL ADVISORS

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Photos and videos

Newport Beach Estate Planning and Business Attorney focused on helping families meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family's complete protection.

Location

Meier Law Firm
450 Newport Center Dr.
Suite 625
Newport Beach, CA, 92660
Newport Elder Law
450 Newport Center Dr.
Suite 625
Newport Beach, CA, 92660
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Reviews

5.0 / 5.0
  4 customer reviews
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Posted by Blake | April 3, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional Firm & Staff
The Meier Law Firm was recommended by my trust attorney. I had questions regarding a special needs trust. Josh has expertise in Elder and Trust law. It's so funny the first time I talked with Josh, I didn't realize he was the firm's co-founder (until after he left the conference room), because he's so unassuming. I must mention Jonathan (Josh's right hand) & Bonnie Johnson, they were also extremely knowledgeable and approachable. If Josh was busy, Jonathan answered or relayed questions as needed. Meier Law prides itself on making sure clients are "past of the family." I can attest that it's not just a phrase on the website. I've established a relationship with the firm and they'll adapt the trust as my needs change. Josh ended up crafting an Irrevocable Trust, for me, because it's best for my situation. I'm pleased that my trust attorney recommended Meier Law Firm. Best money I've spent. You can't put a price on peace of mind.
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Posted by Jay | February 7, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Seamless and Invaluable
We met with Josh to set up our entire estate plan and he was very thorough and easy to talk to. He really broke things down into easy to understand parts. Josh and his entire team made the process so easy for us, and we feel about 10 pounds lighter knowing this very important item is checked off of our to-do list. Everyone at the firm is very knowledge and most of all, available. I had a few follow up questions, and Bonnie and Josh were both able to answer them right away. I wholeheartedly recommend Josh and the Meier Law Firm team.
Read less
Posted by Roslyn Drotar-Cassidy | January 26, 2018
This review is from a person who hired this attorney.
| Hired Attorney
The best - hands down!
Josh was hands down THE best fit for our family. He listened to our goals and made sure that our blended family was taken care every step of the way. He asked us questions we never thought about and make certain we were taken care of every step of the way. I left feeling like our family was protected and taken care of.
Posted by anonymous | January 18, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Awesome trust attorney!
We met with Josh to set up our plan and he was really friendly and really helpful. They made the process so easy for us, and now we feel better knowing our kids would all be taken care of. Everyone at the firm is very warm and caring and their office is very beautiful. I highly recommend Josh and the Meier Law Firm team.

Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Check, Credit Card

Resume

AVVO RATING 9.6 (Superb)

Work Experience

  • Wills, Trusts, and Estate Planning and Administration Attorney
  • Meier Law Firm
  • 2012 - Present
  • Business, Probate, Trust, Estate Litigation and Plan Attorney
  • Friedman Stroffe & Gerard, PC
  • 2009 - 2012
  • Extern
  • U.S. District Court, Southern District of California, The Honorable Roger T. Benitez
  • 2006 - 2006
  • Business, Probate, Trust, Estate Litigation and Plan Attorney
  • Klein, De Natale, Goldner, Cooper, Rosenlieb & Kimball, LLP
  • 2006 - 2009
  • Research Assistant | Laws for Business, Estate, and Individual
  • University of San Diego School of Law, Professor Paul Horton
  • 2005 - 2006
  • Law Clerk | Individual, Business, Trust, Estate Financial Review
  • U.S. Attorney’s Office, Southern District of California, Civil Division
  • 2005 - 2005
  • Extern | Business, Trust, and Child Cases
  • California Court of Appeal, Fourth Appellate District, Division 1, The Honorable Gilbert Nares
  • 2005 - 2005
  • Extern Individual, Business, Trust, and Estate Financial Review
  • U.S. Bankruptcy Court, Central District of California, The Honorable Mitchel Goldberg
  • 2004 - 2004
  • Law Clerk | Case Planning | Guardianship of Kids
  • Riverside County District Attorney's Office
  • 2002 - 2002
View all work experience

Education

  • Univ of San Diego SOL
  • Law
  • 2006
  • Pomona College (Claremont)
  • BA - Bachelor of Arts
  • 2002

Sample of Legal Cases

  • Schwartz v. Schwartz
  • Successfully enforced no contest clause
  • Special Needs Trust Planning
  • Successfully prepared estate plan.
  • Revocable Living Trust Planning
  • Successfully prepared estate plan.
View all legal cases

Associations

  • Academy of Special Needs Planners
  • Member
  • 2018 - Present
  • ElderCounsel
  • Member
  • 2017 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 2017 - Present
  • United States Department of Veterans Affairs
  • Member
  • 2017 - Present
  • AYSO 57 Soccer
  • Coach
  • 2015 - Present
  • Matt Leinhart Flag Football
  • Coach
  • 2012 - Present
  • WealthCounsel
  • Member
  • 2012 - Present
  • Orange County Young Executives
  • Board Member
  • 2011 - Present
  • Newport Beach Little League
  • Coach
  • 2010 - Present
  • State Bar of California
  • Member
  • 2006 - Present
View all associations

Languages Spoken

  • English

Honors and Awards

  • Best of Yelp Attorneys
  • Yelp
  • 2017
  • Wiley W. Manuel Award for Pro Bono Legal Services
  • State Bar of California
  • 2008
  • Pro Bono Service Award (Sole Recipient)
  • Greater Bakersfield Legal Assistance
  • 2008
  • Wiley W. Manuel Award for Pro Bono Legal Services
  • State Bar of California
  • 2007
  • First Place
  • ATLA Mock Trial
  • 2006
  • Semifinalist
  • International Moot Court
  • 2006
  • Highest Grade in Class - Procedure
  • University of San Diego School of Law
  • 2005
  • 2nd Place
  • ATLA Mock Trial
  • 2005
  • 3rd Round
  • McLennon Moot Court
  • 2005
  • Semifinalist
  • Torts Moot Court
  • 2005
  • MVP
  • Pomona College Football
  • 2002
  • Iron Man Award
  • Pomona College Football
  • 2001
  • Coach's Award
  • Pomona College
  • 2000
View all awards

Speaking Engagements

  • When You Turn 18
  • Relevant Legal, Financial, and Practical Topics When a Person Turns 18
  • 2018
  • Six Essential Estate Planning Strategies for Families with Children with Disabilities
  • Special Needs Planning
  • 2013
  • Kids Guardian Workshop
  • Estate Planning for families with minor children
  • 2012
View all speaking engagements

Attorney endorsements

Received (30)
Given (39)
Endorse Joshua
Wills and living wills Attorney | Feb 07
Relationship: Worked together on matter
"I worked alongside Josh for years. A key quality for Josh is judgment. Clients want problems solved. Josh has a keen eye for grasping exactly what the client's problem is and sketches a straight path to the solution. If a client wants anxiety and uncertainty reduced - Josh is exactly the kind of lawyer to look for."
Estate planning Attorney | Feb 07
Relationship: Worked together on matter
"Josh is an honest, caring, and detail oriented attorney. He is dedicated to providing her clients the absolute best care and guidance. He is always available to answer those tricky questions, and he does so with enthusiasm. I highly endorse this attorney."
Estate planning Attorney | Feb 06
Relationship: Worked together on matter
"Josh is smart, honest, efficient, and caring. He is an excellent lawyer."
Estate planning Attorney | Feb 01
Relationship: Worked for lawyer
"Josh is truly a expert in his field and one of the brightest attorneys I've worked for. He seems to know the answers to everything and yet remains humble enough to continue learning himself and welcoming others' ideas."
Family Attorney | Jan 31
Relationship: Worked together on matter
"I endorse this lawyer."
Estate planning Attorney | May 19
Relationship: Fellow lawyer in community
"I endorse this lawyer. A brilliant and highly respected attorney in the estate planning community who truly cares about his clients."
Estate planning Attorney | Apr 09
Relationship: Fellow lawyer in community
"I endorse this lawyer. He is highly skilled in estate planning law. If there was a case that I needed to refer out, I would refer it to him. He cares for the law and for his clients."
Business Attorney | Mar 06
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Mar 02
Relationship: Fellow lawyer in community
"Joshua is a trusted advisor who puts clients first and is driven by a desire to craft an estate plan that fits her clients' specialized needs. I highly endorse him."
Estate planning Attorney | Mar 01
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Mar 01
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Mar 01
Relationship: Fellow lawyer in community
"Josh is very knowledgeable when it comes to business and estate planning law and does right by his clients. Highly recommended."
Estate planning Attorney | Feb 28
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Feb 28
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Feb 28
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Feb 28
Relationship: Fellow lawyer in community
"I highly recommend and I endorse this lawyer."
Estate planning Attorney | Feb 28
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Feb 28
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Feb 28
Relationship: Fellow lawyer in community
"Josh is extremely knowledge about estate planning and often helps and answers questions for attorneys with less experience. He is passionate about his work and ensuring his clients' assets and families are protected. As such, I highly recommend Josh as an estate planning attorney."
Trusts Attorney | Jan 05
Relationship: Worked together on matter
"Josh is certainly very skilled and experienced, however it his integrity and client-centered approach that sets him apart. His ability to easily explain complex concepts combined with his genuine nature immediately puts clients at ease. Without hesitation I can say that Josh Meier is a solid choice."
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