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Joshua David Meier
About Joshua
Biography
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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Practice Areas
6
Practice Areas
Fees and Rates
Cost
Payment Methods
- Check
- Credit Card
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Chat withLicenses
Licensed in California for 19 years
State: California
Acquired: 2006
No misconduct found
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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Joshua David Meier's Reviews
Avvo Review Score
4 Client Reviews
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Practice Areas
Showing 1 - 4 of 4 reviews | 5 stars
Posted by Blake | April 04, 2020 | Hired Attorney | Trusts
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 s...
Posted by Jay | February 07, 2018 | Hired Attorney | Estate Planning
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...
Posted by Roslyn Drotar-Cassidy | January 26, 2018 | Hired Attorney | Family
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 protec...
Posted by anonymous | January 18, 2018 | Hired Attorney | Estate Planning
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 t...
Joshua David Meier's Lawyer Endorsements
"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."
"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."
"Josh is smart, honest, efficient, and caring. He is an excellent 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."
"I endorse this lawyer."
"I endorse this lawyer. A brilliant and highly respected attorney in the estate planning community who truly cares about his clients."
"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."
"I endorse this lawyer."
"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."
"I endorse this lawyer."
"I endorse this lawyer."
"Josh is very knowledgeable when it comes to business and estate planning law and does right by his clients. Highly recommended."
"I endorse this lawyer."
"I endorse this lawyer."
"I endorse this lawyer."
"I highly recommend and I endorse this lawyer."
"I endorse this lawyer."
"I endorse this lawyer."
"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."
"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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Experience
Honors
2017
Best of Yelp Attorneys, Yelp
2008
Wiley W. Manuel Award for Pro Bono Legal Services, State Bar of California
2008
Pro Bono Service Award (Sole Recipient), Greater Bakersfield Legal Assistance
2007
Wiley W. Manuel Award for Pro Bono Legal Services, State Bar of California
2006
First Place, ATLA Mock Trial
2006
Semifinalist, International Moot Court
2005
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
2002
MVP, Pomona College Football
2001
Iron Man Award, Pomona College Football
2000
Coach's Award, Pomona College
Work Experience
2012 - Present
Wills, Trusts, and Estate Planning and Administration Attorney, Meier Law Firm
2009 - 2012
Business, Probate, Trust, Estate Litigation and Plan Attorney, Friedman Stroffe & Gerard, PC
2006 - 2006
Extern, U.S. District Court, Southern District of California, The Honorable Roger T. Benitez
2006 - 2009
Business, Probate, Trust, Estate Litigation and Plan Attorney, Klein, De Natale, Goldner, Cooper, Rosenlieb & Kimball, LLP
2005 - 2006
Research Assistant | Laws for Business, Estate, and Individual, University of San Diego School of Law, Professor Paul Horton
2005 - 2005
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
2004 - 2004
Extern Individual, Business, Trust, and Estate Financial Review, U.S. Bankruptcy Court, Central District of California, The Honorable Mitchel Goldberg
2002 - 2002
Law Clerk | Case Planning | Guardianship of Kids, Riverside County District Attorney's Office
Associations
2018 - Present
Academy of Special Needs PlannersMember
2017 - Present
ElderCounselMember
2017 - Present
National Academy of Elder Law AttorneysMember
2017 - Present
United States Department of Veterans AffairsMember
2015 - Present
AYSO 57 SoccerCoach
2012 - Present
Matt Leinhart Flag FootballCoach
2012 - Present
WealthCounselMember
2011 - Present
Orange County Young ExecutivesBoard Member
2010 - Present
Newport Beach Little LeagueCoach
2006 - Present
State Bar of CaliforniaMember
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.
Kids In Case of Emergency Plan
Made sure children would never end up in temporary foster care or have a judge decide who should be permanent guardians.
Education
2006
Univ of San Diego SOL
Law
2002
Pomona College (Claremont)
BA - Bachelor of Arts
Speaking Engagements
2018
When You Turn 18
Relevant Legal, Financial, and Practical Topics When a Person Turns 18
2017
Basic Estate Planning for Families
Trust and Estate Planning
2016
Kids Guardian Workshop
Trust and Estate Planning for Families with Minor Children
2016
10 Legal Steps to Make Sure Your Child With a Disability is Protected
Special Needs Planning
2016
10 Legal Protections for Children with Special Needs
Special Needs Planning
2016
10 Legal Protections for Children with Disabilities
Special Needs Planning
2015
Kids Guardian Workshop
Trust and Estate Planning for Families with Minor Children
2014
Six Essential Estate Planning Strategies
Trust and Estate Planning for CPAs
2014
Kids Guardian Workshop
Trust and Estate Planning for Parents with Young Kids
2014
Kids Guardian Workshop
Trust and Estate Planning for Parents with Young Kids
2014
Kids Guardian Workshop
Trust and Estate Planning for Parents with Young Kids
2014
Kids Guardian Workshop
Trust and Estate Planning for Parents with Young Kids
2014
Kids Guardian Workshop
Trust and Estate Planning for Parents with Young Kids
2014
Kids Guardian Workshop
Trust and Estate Planning for Parents with Young Kids
2014
Kids Guardian Workshop
Trust and Estate Planning for Parents with Young Kids
2014
Kids Guardian Workshop
Trust and Estate Planning for Parents with Young Kids
2013
Six Essential Estate Planning Strategies for Families with Children with Disabilities
Special Needs Planning
2013
Six Essential Estate Planning Strategies
Trust and Estate Planning
2013
Six Essential Estate Planning Strategies
Trust and Estate Planning
2013
Kids Guardian Workshop
Trust and Estate Planning for Families with Minor Children
2013
Kids Guardian Workshop
Trust and Estate Planning for Parents with Young Kids
2013
Kids Guardian Workshop
Trust and Estate Planning for Parents with Young Kids
2013
Kids Guardian Workshop
Trust and Estate Planning for Parents with Young Kids
2013
Kids Guardian Workshop
Trust and Estate Planning for Parents with Young Kids
2013
Kids Guardian Workshop
Trust and Estate Planning for Parents with Young Kids
2012
Kids Guardian Workshop
Estate Planning for families with minor children
Publications
2017
2017
2014
2009
173 Cal.App.4th 883
In re Conservatorship and Estate of Edde
2008
167 Cal.App.4th 733
Schwartz v. Schwartz
Languages
English
Activity
Legal Answers
Legal Answers
Q&A
Does an inventory of personal property and personal effects need to be done within an annual accounting or within an initial?
25 Oct 2014
Q&A
Can my step father change a Trust or Will him and my mother put together? She past away 3 yrs ago.
26 Sep 2014
Q&A
My Dad left a Mutual Fund in a living trust with FBO in my name. The trust instructions are that the trust be divided equally.
16 Sep 2014