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Marty Burbank

Trusts Attorney at Fullerton, CA

5.0   8 reviews

also known as William Martin Burbank

  • State Years
    Washington - WA 2 years
    California - CA 21 years
  • Licensed for 2 years
    State WA
    Acquired 2021
    Status
    Active No misconduct found
  • Licensed for 21 years
    State CA
    Acquired 2003
    Status
    Active No misconduct found

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

About Marty

Learn Marty’s areas of practice.

5
Practice areas
  1. Trusts
    40%
    Revocable and Irrevocable Trust Planning and Administration, including Estate Planning and Special Needs Planning.

    21 years, 4,000 cases

  2. Estate planning
    25%
    Wills, Revocable Trusts, Irrevocable Trusts, Asset Protection Planning, Estate and Gift Tax Planning, Complex Trust and Asset Protection Planning, Family Business Succession Planning.

    20 years, 1,500 cases

  3. Elder law
    20%
    Veterans Benefits Planning, Medi-Cal, Powers of Attorney, Healthcare Directives, Conservatorships, Guardianships, Special Needs Planning and Special Needs Trusts

    21 years, 2,500 cases

  4. Medicaid and medicare
    10%
    Qualifying for Medi-Cal Skilled Nursing Home Care Reducing Share of Cost of Medi-Cal Nursing Home Care Protecting the Family Home from Medi-Cal Recovery, Special Needs Trust and Planning

    21 years, 281 cases

  5. Wills and living wills
    5%

    20 years, 4,000 cases

After serving 12 yeas as a Navy Diver I studied law and devoted my practice to the areas of Elder Law, Veteran's Law, Wills & Trusts.  I hold an advanced law degree in Tax Law as well as a Juris Doctorate in general law. 

We help many clients each year receive the benefits they have earned through their military service, form the VA.  

I am an attorney licensed in CA, Accredited by the Department of Veterans Affairs, and I am admited to the US Court of Appeals for Veteran's Claimes. 

Come visit us in our office or I can come visit you at your home to find out what benefits you may be eligible for.  

Be aware of financial scams that involve selling annuities to veterans under the premise of qualifying for veterans benefits.   Demand to work directly with an attorney accredited by the VA. 

Photos and videos

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Location

OC Elder Law
619 N Harbor Blvd
Fullerton, CA, 92832

Reviews

5.0 / 5.0
  8 customer reviews
5 Star
 
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Posted by Sandra | July 30, 2015
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Returned my call
I called Marty Burbank and he returned my call within 10 minutes. It was wonderful to speak to a real person who was able to point me in the right direction with my call about VA benefits. I would highly recommend Mr. Burbank for his integrity, knowledge and reponsiveness
Posted by anonymous | July 28, 2015
Took The Time to Explain it All
I went to Marty in order to have him evaluate a living trust and life estate that had been done by another attorney. Something had gone very wrong with the life estate portion in the trust and I was being assessed supplemental property taxes by the County Tax Assessor. My attorney was being very unresponsive and the clock was ticking on the tax bill.. Marty looked over the filing documents done by the previous attorney and spotted the error right away, taking the time to explain how the life estate should have been handled. He told me, honestly, that he could charge me a fee to straighten out the mess with the assessor, or I could instead do it myself by simply showing up at the County office, documents in hand. He also described the quitclaim deeds I would have to file and once again ... gave me the option of doing it myself by downloading, filling out and filing them, or he could do it for me, again for a fee. He could have used a hard sell to have me turn it all over to him to charge more money, but instead showed me how to do it all myself. You know what? Given the option and knowing what's involved, I'll probably have Marty do the forms anyway, just to make sure they're handled properly. Couldn't be happier with the outcome of my visit with him; I now feel empowered to put my living trust back on course.
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Posted by Cristal | March 27, 2013
Awesome Estate Attorney with a Great Bedside Manner
When we met with Marty about helping us set up our Trust (something we had been puting off for waaaaaayyyy too long because we were so overwhelmed by it) we immediately felt at ease. Not only did he go through all the options, but took his time to patiently answer all of our questions. He is really an expert in his field and really easy to like him. I exhaled as we left his office. Everything was ready to sign when he said it would be and he did such a great job setting up our trust that we hired him to put our business into a corporation.
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Posted by anonymous | March 16, 2013
Different than I expected
This is not really a review of Marty, but him and his assistn. We met with marty and his assistant, Eracely (not sure of the spelling). They spent a lot of time helping us figure out what we needed. We had met with other Lawyers but we felt at home with Marty and Eracely.
Posted by anonymous | December 12, 2012
Estate and Veterans Benefits Planning
Thank you for steering us in the right direction to get my mom's VA survivor's benefits which at this point she can really use! Anyway I believe I emailed you that she was awarded benefits and retroactive benefits too!
Posted by JJ | January 2, 2012
Business Attorney Who Understands Samll Business
Marty Burbank understands what it takes to run a small business and how to minimize risk. In particular, he provides sound advice to start ups and to small businesses which want to take the next step in growth. This includes support on choosing a legal entity such as an L.L.C., contracts, partnerships, and supplier relationships.
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Posted by Zoot | November 16, 2011
Best Estate Attorney Anywhere!
Marty Burbank is not just an amazing lawyer with an in-depth knowledge of the law, but an amazing human being! This is a guy who enjoys going to tax conferences to learn about new tax laws. Can you believe that? But that is exactly who I want setting up my estate. In the two years I have been working with Marty, I trust him implicitly and he has never steered me wrong. He has pointed out things I didn't even know I had to look out for. You can't do better!
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Posted by Allyn | November 16, 2011
Martin Burbank Esq.
Mr. Burbank is very approachable and easy to speak with. As an attorney, he is a thoughtful listener, and most importantly a problem solver. Martin is straight forward and efficient. His concern for detials and outcomes has proven to be beneficial. Mr Burbanks positive atttitude, empathy, and listening skills are endearing qualities that lend themselves to a very positive experience.
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Cost

We have not found any cost information for this lawyer

Contact for Details

Resume

AVVO RATING 9.8 (Superb)

Work Experience

  • Principal/Attorney
  • Law Office of Marty Burbank, PC
  • 2003 - Present
  • Adjunct Professor
  • Orange Coast College
  • 2005 - 2006
  • Law Clerk
  • Ruby and Batista
  • 2002 - 2003
  • Medical Deep Sea Diver
  • United States Navy
  • 1986 - 1999
View all work experience

Education

  • Sothern California Institute
  • LWS
  • 2012
  • Chapman University School of Law
  • LL.M - Master of Laws
  • 2007
  • Thomas Jefferson School of Law
  • JD - Juris Doctor
  • 2002
  • Regents College
  • BS - Bachelor of Science
  • 1996
  • Fuller Theological Seminary
  • Masters In Theology (expected 2020)
  • N/A
View all education

Sample of Legal Cases

  • Advanced Estate Planning
  • Plan that avoids estate tax, preserves family harmony
  • Estate Planning after Going Public
  • Comprehensive Estate Plan with Zero Estate Tax Liability
  • Hearing Loss/PTSD
  • Appealed his case he was rated 100% diabled by the VA resulting in over $3000 month disability compensation, and $43,000 in accrued benefits.
View all legal cases

Associations

  • Orange County Veteran Advisory Council
  • Board Member
  • 2016 - Present
  • Laureate Center
  • Member/Graduate/Presenter
  • 2012 - Present
  • Southern California Army Advisory Council
  • Founding Member
  • 2010 - Present
  • AMVETS
  • Panel Attorney
  • 2009 - Present
  • ElderCounsel
  • Member
  • 2009 - Present
  • Fullerton Elks Club
  • Member
  • 2009 - Present
  • Court of Appeals for Veterans Claims Bar Association
  • Attorney Member
  • 2009 - Present
  • Rotary Club of Fullerton
  • Member
  • 2008 - Present
  • WealthCounsel
  • Member
  • 2006 - Present
  • Roosters Foundation
  • Director
  • 2005 - Present
  • Wealth Counsel
  • Member
  • 2005 - Present
  • National Academy of Elder Law Attorneys (Southern California chapter)
  • Member
  • 2005 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 2004 - Present
  • Disabled American Veterans
  • Life Member
  • 2003 - Present
  • Orange County Bar Association
  • Attorney/Member
  • 2003 - Present
  • State Bar of California, Trusts and Estates Section
  • Member
  • 2003 - Present
  • Laureate Center for Wealth Advisors
  • Laureate Wealth Strategies Graduate
  • 2012 - 2012
  • American Academy of Estate Planning Attorneys
  • Member
  • 2005 - 2006
View all associations

Languages Spoken

  • Korean
  • Spanish
  • English

Honors and Awards

  • Man Of The Year
  • YWCA North Orange County
  • 2016
  • Caregiver Award Nomination
  • Alzheimer's Association, Visionary Women
  • 2012
  • Jefferson Medal -- Excellence in the Study of Trust Law
  • Thomas Jefferson School of Law
  • 2000
  • CALI Excellence for the Future Award
  • Center for Computer Assisted Legal Instruction
  • 2000
  • Witkin Award for Academic Excellence
  • Witkin Legal Institute
  • 2000
View all awards

Publications

  • Wealth Counsel Estate Planning
  • Insurable Interest Law
  • 2008

Speaking Engagements

  • Care Choices Continuing Education
  • Incapacity Planning & Paying for Long-Term Care
  • 2016
  • MCLE Alzheimer's Organization of Orange County
  • Elder and Veterans Law
  • 2015
  • MCLE Alzheimer's Organization of Orange County
  • Elder and Veterans Law
  • 2014
  • Law Offices of Marty Burbank
  • Elder Law Issues and Incapacity Planning (Powers of Attorney)
  • 2014
  • Law Offices of Marty Burbank
  • Estate Planning Basics (Wills, Trusts, Powers of Attorney)
  • 2014
  • Law Offices of Marty Burbank
  • Veteran Benefits Planning for Long Term Care
  • 2014
  • Law Offices of Marty Burbank
  • Medi-Cal Benefits Planning for Long Term Care
  • 2014
  • Law Offices of Marty Burbank
  • Elder Law Issues and Incapacity Planning (Powers of Attorney)
  • 2014
  • Law Offices of Marty Burbank
  • Elder Law Issues and Incapacity Planning
  • 2014
  • Law Offices of Marty Burbank
  • Do you really need a trust - Avoiding Probate without a Trust
  • 2014
  • Law Offices of Marty Burbank
  • Veterans Benefits Planning for Long Term Care
  • 2014
  • Law Offices of Marty Burbank
  • Medi-Cal Benefits Planning for Long Term Care
  • 2014
  • MCLE Alzheimer's Organization of Orange County
  • Elder and Veterans Law
  • 2013
  • Where there is a Will there is a Way - Radio Program
  • Elder Law
  • 2011
  • Family Business Confrence
  • Family Business Succession Planning
  • 2005
  • Family Business Confrence
  • Family Business Succession Planning
  • N/A
View all speaking engagements

Attorney endorsements

Received (29)
Given (61)
Endorse Marty
Business Attorney | Mar 15
Relationship: Fellow lawyer in community
"I had the opportunity to work with Marty on a business matter near Kansas City. He brought great ideas to the table and his breadth of knowledge in the business planning arena is truly impressive. I highly recommend Marty for your business planning needs."
Business Attorney | Mar 15
Relationship: Worked together on matter
"I endorse this lawyer. Marty is extremely gifted in the area of business succession planning in the Orange County area. He is very professional and has a high degree of integrity when working with clients. Got to know Marty at a conference for Estate Planning and Business Succession attorneys. He is highly educated in the area of business succession planning. I would recommend Marty to anyone looking for an attorney specializing in the area of Business Succession Planning."
Elder law Attorney | Jan 13
Relationship: Fellow lawyer in community
"I endorse this lawyer. He answers avvo questions thoroughly and thoughtfully. When I read his answers I often think - I wish I'd thought of that. His answers clearly reflect his knowledge of elder law. If you need an elder lawyer, please contact him."
Elder law Attorney | Jan 13
Relationship: Fellow lawyer in community
"The answers of Mr. Burbank are consistently accurate, full of analysis, and customized to the needs of the Avvo askers. Thee are exactly the qualities that every client would look for when hiring an attorney."
Elder law Attorney | Jan 27
Relationship: Worked for lawyer
"Marty is a great mentor and teacher."
Estate planning Attorney | Jan 28
Relationship: Fellow lawyer in community
"Marty expertly handles the questions presented to him and I fully endorse him."
Elder law Attorney | Dec 13
Relationship: Worked for lawyer
"I endorse this lawyer. Marty is an outstanding attorney. I am constantly impressed with his knowledge and expertise when it comes to estate planning and elder law. I frequently seek his advice and guidance when I encounter a unique or novel legal issues in this field of practice. I am also impressed with the way he runs his practice. He takes the time to ensure that his client’s interests are well protected; and also has the ability to explain sometimes difficult concepts in a way that is easy to understand."
Estate planning Attorney | Sep 04
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Elder law Attorney | Jul 18
Relationship: Worked for lawyer
"I have worked with Marty for over two years. His knowledge of the law related to Medi-Cal, Veterans Benefits, and Estate Planning is exceptional. He is truly an outstanding man who uses his faith and integrity to offer all clients a thorough plan to assist in their goals."
Unknown Attorney | Apr 20
Relationship: Other
"I endorse this lawyer. An intelligent and an amazing attorney."
Unknown Attorney | Feb 19
Relationship: Other
"Well respected in the community and known for effective advocacy for clients!"
Unknown Attorney | Sep 26
Relationship: Fellow lawyer in community
"Top-notch attorney. Highly respected in the legal community."
Elder law Attorney | Sep 15
Relationship: Fellow lawyer in community
"Mr. Burbank is an outstanding attorney who provides exemplary advice on Avvo. I would recommend everyone and anyone to him for representation. Even though I have been practicing fo 24 years, as a judge, magistrate, prosecutors, and in private practice, I learn valuable new information from him every day. A superb attorney."
Estate planning Attorney | Mar 29
Relationship: Worked together on matter
"I have gotten to know Marty over the past year in a professional manner. He is very knowledgable about estate planning and elder law matters and is compassionate about providing excellent customer experience to his clients. It is with great respect that I endorse Marty."
Estate planning Attorney | Mar 21
Relationship: Fellow lawyer in community
"I endorse this lawyer. Clients that have worked with Mr. Burbank have been quite pleased with the services, fees and results. I highly reccomend that anyone interested in a fabulous person, who has a great personality, is easy to work with, fair and knowledgable, they contact Mr. Burbank."
Estate planning Attorney | Mar 18
Relationship: Fellow lawyer in community
"Mr. Burbank brings a unique combination of technical expertise (e.g., LL.M, Master of Laws in Taxation) and a warm, personal touch to his client engagements. As a veteran, he has a special heart for those who have served and for their families. Anyone seeking estate planning, business law or elder law assistance will find an accomplished attorney of impeccable integrity in Marty Burbank."
Estate planning Attorney | Mar 15
Relationship: Worked together on matter
"I highly recommend Marty to any family looking for an attorney of the highest integrity and legal skill. I had the chance to work closely with Marty and a group of other estate planning attorneys, and it was clear that Marty has acquired all the legal and tax expertise to assist families with their planning. However, I was even more impressed by Marty's down-to-earth personality and ability to make the complex seem simple. It is clear that Marty's broad range of experiences before becoming a lawyer makes him a better advisor and counselor for very important and sensitive family matters."
Estate planning Attorney | Mar 15
Relationship: Fellow lawyer in community
"I highly endorse Marty for his expertise in estate planning. He definitely knows what he is talking about and cares for his clients."
Business Attorney | Mar 15
Relationship: Fellow lawyer in community
"I endorse this lawyer for you business planning, estate planning and the like in the North Orange area. Super guy who knows what he is doing and really cares about his clients."
Estate planning Attorney | Mar 13
Relationship: Fellow lawyer in community
"I endorse this lawyer. I have known Mr. Burbank since law school and he has always been a smart, honest, hard-working individual that you can trust."
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Ethics and professional responsibility
Estate planning
General practice
Divorce and separation
Estate planning
Estate planning
Estate planning
Estate planning
Estate planning
Estate planning
Estate planning
Estate planning
Elder law