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Joshua David Ramirez

Estate planning Attorney at Placentia, CA

4.9   13 reviews
  • Licensed for 9 years
    State CA
    Acquired 2014
    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.

Joshua D. Ramirez received his Bachelor's Degree in Political Science from Cal State Fullerton. Josh went to Loyola Law School in Los Angeles where he obtained his Juris Doctorate Degree and his LLM Degree in Taxation, which he obtained "With Distinction." He has a passion for Elder Law, as evidenced by him graduating #1 in his Elder Law class. Josh has a passion for the elderly and families mourning the loss of a loved one. Josh enjoys spending time with his wife and two children, off-roading, and spending the day at the shooting range.

Photos and videos

Location

California Estate Planning Services
170 E. Yorba Linda Blvd. #212
Placentia, CA, 92870

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Reviews

4.9 / 5.0
  13 customer reviews
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Posted by Mel | April 27, 2023
This review is from a person who hired this attorney.
| Hired Attorney
A true professional and great to work with!
Josh handled a probate for our family, and throughout the entire process, he was friendly, patient (always willing to answer my long list of questions) had great insight and so professional. Smooth all along the way. Thankful to have Josh and his experienced and wonderful paralegal Kelsey on our side. I cannot recommend Josh enough!
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Posted by Jenny | November 3, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Will and Trust
Josh was an absolute joy to deal with. All my questions not one time did he make me feel dumb for asking. He was very informative and helpful with his recommendations and explaining everything in why he thought it was best. For all the knowledge and help he was very decently priced. Couldn’t have chose a better lawyer to help. Thank you so much Josh!
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Posted by Ginger | March 9, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Update my Will and trust
First I have to say I was very impressed with the knowledge this young man has about the law and how he was able to explain everything to me in a way I could understand. I felt comfortable working with him and recommend him to everyone.
Posted by Lisa | February 25, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Nothing but great things to say......
I was in need of a good elder care law attorney and finally found one. As many of us do I asked around and read a few reviews. I met with 3 different law firms during my frustrating and drawn out search. Until, I met Joshua, he had me at his white board and dry eraser markers. Joshua was the first and only attorney who literally Painted a picture of what I needed, and the steps it would take to get things done. He explained the plan that would best work for me, while he mapped it out on the white board. Suddenly for the first time I finally understood a half fraction of how the law works. Joshua and his team are very professional, something I picked up on before my very first visit. In the mail I received a very well written detailed appointment letter explaining exactly what was going to happen at our first meeting. This letter also contained driving directions to their office and a small summary about the firm. Needless to say I was impressed before I even showed up and I knew this was not going to be like the confusing, fustrating, unhelpful appointments I had in the past . If you are looking for a professional, kind and extremely knowledgeable attorney call Joshua and his team, he was referred to me and far exceeded my expectations.
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Posted by Kristy | February 23, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Estate planning
As a single mom, Joshua, helped me prepare a will and trust so that my children's future is secure. He was very caring. He took the time and listed to my situation. He planned appropriately for the present as well as the future. I would highly recommend him.
Posted by Diana | December 15, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Irrevocable Trust
Josh is very professional & easily understood. I have been learning a lot about growing old. My parents were able to sign all of the papers & understand what it was they were signing, with the help of Josh. I would highly recommend Josh & OC Elder Law especially for Veterans needing help with Aid & Attendance issues getting solved.
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Posted by anonymous | November 30, 2015
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
VA Benefit Info
Joshua was so knowledgeable and helpful. He gave each all the information I needed over the phone and saved my 95 year old friend from waiting in 3-4 hour lines to get answers.
Posted by anonymous | October 22, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Straightforward, not pushing services
I hired Mr. Ramirez as a trust attorney. He was a pleasure to deal with. He described things in plain terms and did not try to push services on us. The people at his firm were helpful and took care of business.
Posted by Cheryl | October 21, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Property Tax issue
After setting up a VA trust for my Mom and placing her house into the Trust, the county tax assessor assessed the property as if she had SOLD the house. Joshua worked tirelessly to get the issue remedied and us the refund we deserved.
Posted by Carol | October 11, 2015
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
VA Benefit Help
Josh was extremely helpful to me for applying for Aid & Attendance for my mom who is a surviving spouse of a veteran. Will definitely call him again when needed and refer anyone to him.
Posted by Jeremy | September 22, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Prompt and professional
Josh was very helpful, kind, and swift, and thanks to his advice my wife and I were able to resolve our situation. He is a very comforting and knowledgeable lawyer, and that helped us drop our stress early on and move forward. We are very fortunate to have come across him and we recommend him to our family and friends wholeheartedly.
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Posted by Rick | July 25, 2015
Changing to Irrevocable Living Trust
Josh was very helpful in explaining the need for changing the trust so that my family members would not be burdened with extra taxes when my Mother passes away. Josh was available to answer questions and responded in a timely manner to my concerns. My experience was very good and the help with filling out and filing the forms properly was invaluable.
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Posted by Giselle | November 24, 2015
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Review for Joshua Ramirez
I had a consultation with Joshua regarding irrevocable trusts and preparing for Medi Cal acceptance. I enjoyed that he used a large drawing board for diagrams and calculations. He was very generous with his time, personable and knowledgable.
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Cost

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Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Partner
  • OC Elder Law
  • 2013 - Present
  • Legal Intern
  • Christian Legal Aid of Los Angeles
  • 2012 - 2013

Education

  • Loyola Law School
  • JD - Juris Doctor
  • 2014
  • Loyola Law School
  • LL.M - Master of Laws
  • 2014
  • California State University, Fullerton
  • BA - Bachelor of Arts
  • 2009

Sample of Legal Cases

  • Medi-Cal Crisis Planning
  • Saved Family Over $150,000
  • Property Tax Reversal
  • Property Tax Reversed
  • Medi-Cal Benefits Planning
  • Protected Family Resources

Associations

  • State Bar of California
  • Real Property Law Section Member
  • 2017 - Present
  • Orange County Bar Association
  • Elder Law Section Program Chair
  • 2017 - Present
  • Orange County Bar Association, Elder Law Section
  • Treasurer
  • 2017 - Present
  • Orange County Bar Association, Elder Law Section
  • Secretary
  • 2017 - Present
  • Treasurer
  • Orange County Bar Association, Elder Law Section
  • 2016 - Present
  • Secretary
  • Orange County Bar Association, Elder Law Section
  • 2016 - Present
  • North Orange County Chamber
  • Public Policy Committee Member
  • 2016 - Present
  • State Bar of California
  • Taxation Section Member
  • 2016 - Present
  • National Academy of Elder Law Attorneys (Southern California chapter)
  • Member
  • 2015 - Present
  • State Bar of California
  • Trust & Estates Section Member
  • 2015 - Present
  • California State Bar
  • Educating Seniors Project- Volunteer
  • 2015 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 2015 - Present
  • North Orange County Chamber of Commerce
  • Member
  • 2015 - Present
  • Crittenton Services for Children and Families
  • Board of Directors
  • 2015 - Present
  • Los Angeles County Bar Association
  • Member
  • 2015 - Present
  • Orange County Bar Association
  • Member
  • 2015 - Present
  • Corona Chamber of Commerce
  • Member
  • 2015 - Present
  • California Trust and Estates Section
  • Member
  • 2014 - Present
  • Fullerton Chamber of Commerce
  • Member
  • 2014 - Present
  • ElderCounsel
  • Member
  • 2014 - Present
  • WealthCounsel
  • Member
  • 2014 - Present
  • California Young Lawyers Association
  • Member
  • 2014 - Present
  • Orange County Bar Association, Elder Law Section
  • Board of Directors, Member at Large
  • 2016 - 2016
View all associations

Languages Spoken

  • English

Honors and Awards

  • Law firm of the month
  • Orange County Attorney Journal
  • 2017
  • First Honors- Elder Law
  • Loyola Law School
  • 2014

Publications

Speaking Engagements

  • Training the Trainer
  • Veterans Benefits
  • 2016
  • Long-Term Care Planning
  • Long-Term Care Planning
  • 2016
  • Care Choices Continuing Education
  • Incapacity Planning & Paying for Long-Term Care
  • 2016
  • Workshop
  • Veterans Benefits and Estate Planning
  • 2015
  • Veterans Benefits
  • Veterans Benefits
  • 2015
  • Don't Go Broke in the Nursing Home
  • Medi-Cal and VA Benefits
  • 2015
View all speaking engagements

Attorney endorsements

Received (14)
Given (17)
Endorse Joshua
Elder law Attorney | Dec 13
Relationship: Fellow lawyer in community
"Josh has a heart for elder law and works hard to protect his clients from financial exploitation. He is a great resource!"
Elder law Attorney | Dec 12
Relationship: Fellow lawyer in community
"Josh is a great Elder Law attorney able to address his client's specific needs."
Elder law Attorney | Dec 12
Relationship: Fellow lawyer in community
"Josh has extensive expertise in Elder Law and Estate Planning. He is able to address his client's specific needs with knowledge and care."
Elder law Attorney | Dec 11
Relationship: Worked together on matter
"Josh is very knowledgeable in Elder Law and Estate Planning. It has been a great experience collaborating on a matter with him."
Elder law Attorney | Jan 27
Relationship: Fellow lawyer in community
"Josh is extremely savvy when it comes to Elder Law and Estate Planning. Not only does he know the law, he knows how to apply it practically."
Elder law Attorney | Jan 17
Relationship: Fellow lawyer in community
"I enthusiastically endorse this lawyer. I have been practicing over over 26 years. When I first met Josh I was impressed by his understanding of estate planning and elder law issues. His creative and thoughtful approach to customize solutions to client needs are a big reason that I eventually joined OC Elder Law to be a member of his team."
Elder law Attorney | Mar 17
Relationship: Fellow lawyer in community
"I highly endorse Joshua for Elder Law and Estate Planning. Joshua not only is knowledgeable in the areas mentioned, but he has a friendly demeanor and is compassionate to his clients."
Estate planning Attorney | Dec 13
Relationship: Worked together on matter
"I endorse this lawyer. I briefly worked with Josh on a complicated estate planning matter. I was very impressed with his knowledge of tax law and complex estate planning instruments. I credit Josh’s advanced training in tax law and his demonstrated desire and ability to stay abreast of changes in estate and tax law."
Elder law Attorney | Oct 19
Relationship: Fellow lawyer in community
"I endorse this lawyer for Elder Law and VA Benefits Planning. Josh is highly knowledgeable and experienced in these practice areas."
Estate planning Attorney | Sep 01
Relationship: Fellow lawyer in community
"The clients I have sent clients to Josh's practice have been very satisfied. I have dealt with Josh professionally and I am happy to endorse Josh for estate planning and elder law."
Elder law Attorney | Aug 03
Relationship: Fellow lawyer in community
"Whenever I have a question about Elder Law I go to Josh Ramirez. He is very knowledgeable about VA benefits and Medi-Cal trusts."
Wills and living wills Attorney | Jul 31
Relationship: Friend
"I know Josh to be diligent, empathetic, and conscientious. Highly recommend."
Estate planning Attorney | Jul 29
Relationship: Fellow lawyer in community
"I have conferred with Joshua on several occasions on estate planning matters, and I found him to be extremely knowledgeable and a creative problem solver. In addition, Josh is very personable and easy to talk with--an excellent communicator. Knowledge, friendly demeanor, and the ability to communicate are probably the three most important assets any attorney can possess. I am proud to call Josh a colleague!"
Elder law Attorney | Feb 23
Relationship: Supervised lawyer
"I first met Joshua at a bible study while he was just a second year law student. Even in Law School Josh had a passion to study Tax, Estate Planning and Elder Law. With his post doctoral degree in Tax law, he is a real asset to our team."
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Placentia Estate planning Lawyer Joshua David Ramirez
Joshua David Ramirez
Estate planning Attorney
Placentia, CA
Licensed for 9 years