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Joshua David Ramirez
About Joshua
Biography
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.
Practice Areas
3
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Washington for 1 year
State: Washington
Acquired: 2024
No misconduct found
Licensed in California for 11 years
State: California
Acquired: 2014
No misconduct found
Location
California Estate Planning Services
170 E. Yorba Linda Blvd. #212, Placentia, CA, 92870
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Joshua David Ramirez's Reviews
Showing 1 - 5 of 13 client reviews from Avvo
Posted by Mel | April 27, 2023 | Hired Attorney
This review is from a person who hired this 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...
Posted by Jenny | November 3, 2022 | Hired Attorney
This review is from a person who hired this 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 cho...
Posted by Ginger | March 9, 2016 | Hired Attorney
This review is from a person who hired this 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 | Hired Attorney
This review is from a person who hired this 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 a...
Posted by Kristy | February 23, 2016 | Hired Attorney
This review is from a person who hired this 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.
Joshua David Ramirez's Lawyer Endorsements
"Josh has a heart for elder law and works hard to protect his clients from financial exploitation. He is a great resource!"
"Josh is a great Elder Law attorney able to address his client's specific needs."
"Josh has extensive expertise in Elder Law and Estate Planning. He is able to address his client's specific needs with knowledge and care."
"Josh is very knowledgeable in Elder Law and Estate Planning. It has been a great experience collaborating on a matter with him."
"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."
"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."
"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."
"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."
"I endorse this lawyer for Elder Law and VA Benefits Planning. Josh is highly knowledgeable and experienced in these practice areas."
"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."
"Whenever I have a question about Elder Law I go to Josh Ramirez. He is very knowledgeable about VA benefits and Medi-Cal trusts."
"I know Josh to be diligent, empathetic, and conscientious. Highly recommend."
"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!"
"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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Experience
Honors
2017
Law firm of the month, Orange County Attorney Journal
2014
First Honors- Elder Law, Loyola Law School
Work Experience
2013 - Present
Partner, OC Elder Law
2012 - 2013
Legal Intern, Christian Legal Aid of Los Angeles
Associations
2017 - Present
State Bar of CaliforniaReal Property Law Section Member
2017 - Present
Orange County Bar AssociationElder Law Section Program Chair
2017 - Present
Orange County Bar Association, Elder Law SectionTreasurer
2017 - Present
Orange County Bar Association, Elder Law SectionSecretary
2016 - Present
TreasurerOrange County Bar Association, Elder Law Section
2016 - Present
SecretaryOrange County Bar Association, Elder Law Section
2016 - Present
North Orange County ChamberPublic Policy Committee Member
2016 - Present
State Bar of CaliforniaTaxation Section Member
2015 - Present
National Academy of Elder Law Attorneys (Southern California chapter)Member
2015 - Present
State Bar of CaliforniaTrust & Estates Section Member
2015 - Present
California State BarEducating Seniors Project- Volunteer
2015 - Present
National Academy of Elder Law AttorneysMember
2015 - Present
North Orange County Chamber of CommerceMember
2015 - Present
Crittenton Services for Children and FamiliesBoard of Directors
2015 - Present
Los Angeles County Bar AssociationMember
2015 - Present
Orange County Bar AssociationMember
2015 - Present
Corona Chamber of CommerceMember
2014 - Present
California Trust and Estates SectionMember
2014 - Present
Fullerton Chamber of CommerceMember
2014 - Present
ElderCounselMember
2014 - Present
WealthCounselMember
2014 - Present
California Young Lawyers AssociationMember
2016 - 2016
Orange County Bar Association, Elder Law SectionBoard of Directors, Member at Large
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
Education
2014
Loyola Law School
JD - Juris Doctor
2014
Loyola Law School
LL.M - Master of Laws
2009
California State University, Fullerton
BA - Bachelor of Arts
Speaking Engagements
2016
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
2015
Workshop
Veterans Benefits and Estate Planning
2015
Veterans Benefits
Veterans Benefits
2015
Public Workshop
Estate Planning Basics
2015
Public Workshop
Veterans Benefits Planning
2015
Public Workshop
Medi-Cal Planning
2015
Don't Go Broke in the Nursing Home
Medi-Cal and VA Benefits
Publications
2015
OC Elder Law Blog
Maximizing Veterans Benefits in Orange County
2014
Hartnett Law Group eLegalBrief
Prejudgment Interest and Business Succession Planning
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
Will a cash gift cause me to lose MediCal? And how much are taxes on a cash gift?
07 Jan 2016
Q&A
My stepmother changed my dad's trust after he died and cut me out of the will. He wanted the three girls to get an equal share.
28 Oct 2015
Q&A
My Dad wants to gift me $200k - what's the best way to do it to ensure its tax free and so that I can buy a new home issue free?
08 Aug 2015
Legal Guides
Video Legal Guide
Is property held in an applicants revocable living trust a countable asset?
01 Jun 2016
Video Legal Guide
Is there any way I can prevent nursing home costs from wiping out my parents savings?
01 Jun 2016
Video Legal Guide
Should I add my family members name on my assets and avoid a will?
01 Jun 2016