Skip to main content

Lloyd Gaylord Copenbarger

Elder law Attorney at San Jose, CA

4.9   27 reviews

About Lloyd

Learn Lloyd’s areas of practice.

Copenbarger & Copenbarger LLP. began in 1979 when Lloyd Copenbarger was admitted to practice law in California and opened a firm known as Copenbarger & Associates. Since that time, Lloyd and his associate attorneys have provided substantial services in the personal estate planning and business succession planning areas and have helped thousands of people to create estate plans that include contributions to their favorite charities. Throughout the years, the firm has seen many changes, and is now comprised of three full time attorneys and one additional attorney who is of counsel to the firm, and it continues to grow. However, despite any surface changes, one thing has always remained constant: Copenbarger & Copenbarger LLP provides clients with excellent legal services in personal estate planning and other related fields.  

Lloyd Copenbarger is senior partner of the firm and the firm’s founder, practicing all aspects of estate and tax planning in the firm’s office.

Practice Areas / Responsibilities

Mr. Copenbarger’s practice emphasizes the areas of estate planning, business, tax, and nonprofit law.

Professional Qualifications

Member, State Bar of California, Admitted 1979
Member, State Bar of Oklahoma, Admitted 1971
Member, State Bar of Ohio, Admitted 1976

Certified Specialist in Probate, Estate Planning, and Trust Law by the California Board of Legal Specialization, State Bar of California

Education

J.D., University of Oklahoma, 1971
L.L.M., University of San Diego, 1986
B.A., History and Political Science, University of Oklahoma, 1969

Photos and videos

Licensed for 51 years
State CA
Status Active
Acquired 1979
Updated 09/09/2022
State OK
Status Authorized to Practice Law
Acquired 1971
Updated 11/20/2022
State OH
Status Inactive
Acquired 1976
Updated 11/11/2022

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

Contact Lloyd

Copenbarger & Copenbarger, LLP
1250 Aviation Ave.
Suite 260
San Jose, CA, 95120
Copenbarger & Copenbarger, LLP
200 Sandpointe Avenue Suite 150
Santa Ana, CA, 92707
Copenbarger & Copenbarger, LLP
180 Promenade Cir
Suite 300
Sacramento, CA, 95834
Copenbarger & Copenbarger, LLP
215 North Marengo Ave.
3rd Floor
Pasadena, CA, 91101
Copenbarger & Copenbarger
9029 Soquel Avenue Suite B
Santa Cruz, CA, 95062
Copenbarger & Copenbarger LLP
Two Better World Circle Suite 105
Temecula, CA, 92590
Copenbarger & Copenbarger
12636 High Bluff Drive Suite 400
San Diego, CA, 92130
Hide locations

Reviews

4.9 / 5.0
  27 customer reviews
5 Star
 
96%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
4%
Posted by anonymous | August 3, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
Lloyd in very personable, but more importantly, he’s very knowledgeable! We’ve been with him since 1991 and are confident that as our situation has changed, Lloyd has helped us to change our Trust documents to keep pace with those changes. I have also recommended him & the firm to friends & family.
Posted by JC | April 20, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Experienced, thorough, trustworthy, and efficient
Reviewed and updated my trust, will, etc. Was extremely thorough, knowledgeable, patient with my questions and helpful when talking through specific circumstances. Efficient and reasonable with time and rates and am very comfortable and confident with the valuable services I received.
Posted by William | March 30, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Outstanding service
Lloyd and his organization have managed our estate issues for over 20 years. He and his staff have closely followed changes in laws that affect us and have guided us into implementing any modifications necessary to protect ourselves and descendants. We have been extremely happy with Lloyd and his staff.
Posted by Jo-Ann | March 29, 2021
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
2021 Family Seminar
The Family Zoom Seminar went quite Well. During our break out time there were a few glitches. The site froze which is to be expected. The time was cut short. too. I’m glad we will be sent the entire seminar so we can view what we missed.
Posted by Sergio | March 29, 2021
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Very informative
The information that was presented was right on point. The amount of time during the presentation was well used. I personally learned a lot from it.
Posted by anonymous | May 14, 2019
This review is from a person who hired this attorney.
| Hired Attorney
EXCELLENT SERVICE
Lloyd handles our Revocable Living Trust. Their services are excellent. They keep their clients updated on any changes on laws that will affect our living trust.
Posted by anonymous | March 11, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Mr. and Mrs.
Lloyd helped us to establish our trust. He gave some suggestions but let us make the decisions. He also did some work for my dad in doing a healthcare POA. When I went to a seminar put on by our bank, they had a financial adviser look over our trust and he said that he knew Lloyd Copenbarger by his work (apparently he has a good reputation within the financial community) and approved the trust.
Read less
Posted by Maryn Torkelson | October 29, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
A Good Man Is Hard To Find....However....We Found One
Lloyd listened to me, and kindly made recommendations that would help me. Lloyd is a Godly man that our family holds in high regard.
Posted by Don | March 21, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Professional and caring
Everyone we have come to know at Copenbarger & Copenbarger over the past four years has been very knowledgeable, honest, trustworthy, courteous, thoughtful, caring, prompt, and professional. They crafted an Irrevocable Trust for us that was perfect for our family. As a bonus, all of the staff always makes us feel like family. Their regular educational seminars, held at convenient locations throughout California, are exceptionally informative and timely.
Read less
Posted by Diane | February 28, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Ms Diane
Lloyd Copenbarger wrote my original Trust in 1991. It was revised in 2011 and now 2018 I am adding the MediCal Trust to protect my estate from the high costs of Skilled Nursing Care. I trust ths firm with my assest protection. They have my best interest at heart.
Posted by Bruce | February 16, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Attorney Lloyd Copenbarger; Attorney Larry Copenbarger
February 15, 2018 Excellent! Both Attorney Lloyd and Attorney Larry, of Copenbarger and Copenbarger law firm, are very knowledgeable in the law. Today both attorneys assisted me with one of my Aunt's estate. We are trying to locate one of my aunt's friends to give her something from my Aunt's estate. Thank you to both Attorney Lloyd and Attorney Larry for assisting me today.
Read less
Posted by Douglas | October 9, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Words of Appreciation
Would not use any other attorney. Love to work with Chaz and with Lloyd. Always helpful and up to date with the most recent changes in laws and tax information.
Posted by Kent and Doris | September 29, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Meeting to review Trust, LLC, and other issues
Larry Copenbarger arrived at our house right on time. Because we had joined the Access at Copenbarger, our 2 hour session was entirely free. Larry went over all of our Revocable Living Trust, and gave us good infor for LLC for our rental. We fee protected and very comfortable with the Copenbarger Company.
Posted by Priscilla | September 23, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Living Trusts
Church recommended Copenbarger for Living Trust. They are very through. I attend as many of the follow up meetings as I can. Keeping current on any changes. Would recommend to my family and friends.
Posted by Lynne and Don | September 19, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Six Star Review
The Copenbarger umbrella most certainly covers more than "business as usual." My husband and I have been with the firms for many years. We are now in the midst of serious medical concerns and circumstances. Our lives are upside down. Laura and Lloyd are guiding us to progress to the most advantageous management of financial and legal requirements in this most distressful time. They are not only there as six star rated Attorney and Financial Planner they are there in friendship. We strongly sense this and are deeply grateful.
Read less
Posted by Dan & Linda E. | June 27, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Realistic Planning
I love the stories of actual situations. They emphasize the importance of proper preparation.
Posted by Roger | February 16, 2017
This review is from a person who hired this attorney.
| Hired Attorney
From start to finish, it was a great experience
Since my wife and I first had the opportunity to sign up with Copenbarger & Copenbarger the staff were very helpful and walked us through everything. After my wifes passing, the firm assisted with the administration and they made sure that I received any and all of the information I needed. When I was closing the estate in California, this firm made everything easy for me. From start to finish it was a great experience.
Read less
Posted by Ethel | January 16, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Review Copenbarger @ Avvo
My late husband and I met Lloyd Copenbarger at a worshop on estate planning... Impressed with his knowledge and caring, we began a working relationship preparing an estate plan and a special needs trust We continued to attend annual seminars and seek legal advice for the next twenty-two years. In the last year my whole family worked with Lloyd to amend my trust, becoming a Generation-Skipping Trust with life trusts for children and grandchildren, He sought to know and respond to the unique needs of each person..
Read less
Posted by John de Melo | December 24, 2015
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Definitel a "5 star" Living Trust Services provider
We had our initial Living Trust drafted and officialized eight years ago; have attended three seminars since then and also have had a review/updatde meeting with them at no cost to us. We'll use their services soon - LT revision - at a (typical) cost. Yet, we are gratified we used them. They are a trustworthy firm.
Posted by Dave and Pam D. | December 29, 2014
Very happy with their work
My wife and I have nothing but good things to say about the Copenbarger Law firm below are some of the major things we appreciate about this firm; • Friendly and caring • Timely responses to inquiries • Knowledgeable • Personable • Sensitive to situation • Provided guidance • Handled all the details • Answered questions in a way that could be understood by a normal person I would also like to add that the advice we have received has been in the best interest of the family and not what's best for billing.
Read less
View less reviews

Cost

Rates
  • Free Consultation 90 minutes
  • Hourly Rates $ 100-500 per hour
  • Pro bono 10 %
  • Retainer Always
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 8.8 (Excellent)

Work Experience

  • Founding Partner
  • Copenbarger & Copenbarger
  • 1978 - Present
  • Counsel to Great Commission Foundation
  • Campus Crusade for Christ Great Commission Foundation
  • 1978 - 1988
  • General Counsel
  • Rex Humbard Foundation
  • 1975 - 1978
  • Founding Partner
  • Copenbarger & Welch
  • 1971 - 1975
  • Associate Attorney
  • Castleberry & Lisle
  • 1971 - 1972
View all work experience

Education

  • University of San Diego School of Law
  • LL.M - Master of Laws
  • 1986
  • University of Oklahoma College of Law
  • JD - Juris Doctor
  • 1971
  • University of Oklahoma
  • BA - Bachelor of Arts
  • 1969

Associations

  • WealthCounsel
  • Member
  • 2010 - Present
  • National Association of Elder Law Attorneys (California chapter)
  • Member
  • 2005 - Present
  • Lawyers with Purpose
  • Member
  • 2003 - Present
  • State Bar of California
  • Member
  • 1979 - Present
  • Orange County Bar Association
  • Member
  • 1979 - Present
  • Ohio State Bar Association
  • Member
  • 1976 - Present
  • Oklahoma Bar Association
  • Member
  • 1971 - Present
View all associations

Languages Spoken

  • English
  • Spanish

Awards

  • Client Champion Award
  • Martindale-Hubbell
  • 2019
  • Distinguished Member
  • Lawyers of Distinction
  • 2018
  • Client Champion Award
  • Martindale-Hubbell
  • 2018
  • Client Distinction Award
  • Martindale-Hubbell
  • 2017
  • Client Champion Award
  • Martindale-Hubbell
  • 2017
  • Client Distinction Award
  • Martindale-Hubbell
  • 2016
  • Preeminent 4.9 out of 5
  • Martindale-Hubbell
  • 2015
  • Client Distinction Award
  • Martindale-Hubbell
  • 2015
  • Member of the Month
  • Lawyers with Purpose
  • 2014
  • Client Distinction Award
  • Martindale-Hubbell
  • 2014
  • Listed
  • Who's Who In American Law
  • 2009
View all awards

Publications

Speaking Engagements

  • Dacus Report
  • Estate Planning and Protecting Families
  • 2015
  • Basic Estate Planning Workshop
  • Estate Planning and Trust Administration
  • 2014
View all speaking engagements

Attorney endorsements

Received (9)
Given (13)
Endorse Lloyd
Estate planning Attorney | Jul 21
Relationship: Worked for lawyer
"I endorse this lawyer."
Elder law Attorney | Apr 14
Relationship: Worked together on matter
"After 30 years practicing elder law and estate planning, you might think I'd have some opinions regarding the qualities needed to be a worthwhile estate planning attorney. And you would be correct. Lloyd Copenbarger often says "If your lawyer's not there when you need him, you don't need him." Lloyd has "been there" for his clients for decades, in bad times and good. His wisdom, insight and breadth of knowledge is unsurpassed. As technically skilled as he is, though, it is his common sense and ability to benefit regular folks that truly distinguishes Lloyd Copenbarger from other lawyers. I am proud to count him as a friend and mentor for many years. He"
Elder law Attorney | Jul 20
Relationship: Other
"I endorse this lawyer."
Estate planning Attorney | Jul 10
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jul 01
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | May 15
Relationship: Friend
"I endorse this lawyer. He prepared my family's will and trust, and did an excellent job. I highly recommend him for others with estate law needs."
Estate planning Attorney | May 14
Relationship: Co-worker
"I endorse this lawyer."
Estate planning Attorney | May 14
Relationship: Co-worker
"I endorse this lawyer."
Estate planning Attorney | Dec 16
Relationship: Co-worker
"I endorse this lawyer."
View more endorsements
Estate planning
Estate planning
Estate planning
Estate planning
Estate planning
Civil rights
Estate planning
Estate planning
Estate planning
Estate planning