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  • Montecito, CA Estate Planning Lawyers

    119 estate planning lawyers serve Montecito, CA. Compare the best based on 212+ reviews and detailed profiles. Related practice areas and nearby towns in Santa Barbara County are listed below.

    Montecito Has 119 Estate Planning Attorneys with 212 Reviews

    Montecito Law Group, P.C.
    559 San Ysidro Road, Suite J, Montecito, CA
    Estate Planning Lawyer Licensed for 15 years
    Practice Areas:  Estate Planning, Probate
    Bio: Stefanie is an estate planning attorney who is passionate about helping people plan for their family’s future. Fore more than ten years, she has focused on estate planning, trust administration, and probate and helps clients design plans that effi...
    Paul E Stansen, APC
    1187 Coast Village Rd #701, Montecito, CA
    Estate Planning Lawyer Licensed for 41 years
    Practice Areas:  Estate Planning, Real Estate, Business
    Bio: For sellers, I work diligently to maximize NET sale proceeds from the top price that can be achieved given market and property conditions. Tax on Capital Gains: Many sellers, particularly those over age 50, reside in highly appreciated homes who m...

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    Estate Planning Lawyers in Montecito, CA

    Estate planning attorneys prepare wills, powers of attorney, advance healthcare directives, and trusts to ensure clients’ wishes are honored. They advise on tax-efficient transfers, guardianship for minors, asset protection, and succession planning. They draft documents, coordinate with financial advisors, and guide families through probate avoidance and legacy goals.

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    Estate Planning

    Estate planning attorneys prepare wills, powers of attorney, advance healthcare directives, and trusts to ensure clients’ wishes are honored. They advise on tax-efficient transfers, guardianship for minors, asset protection, and succession planning. They draft documents, coordinate with financial advisors, and guide families through probate avoidance and legacy goals.

    The Avvo Rating explained

    Brooke C. McDermott

    PRO

    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 18 years
    Practice Areas:  Estate Planning, Tax
    Bio: Brooke McDermott specializes in complex estate and trust planning, estate and trust matters, and estate and gift tax controversy matters. Brooke works with individuals and families to achieve their financial, family and charitable goals by guiding...
    Jana Sue Johnston

    PRO

    Not yet reviewedReview Jana
    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 22 years
    Practice Areas:  Estate Planning, Real Estate, Employment & Labor
    Bio: Jana transitioned into the practice of law from the field of social services. Prior to joining Mullen & Henzell, she was the Director of Fiduciary Services for a private social service agency specializing in aging and elder care issues such as inc...
    Joseph Franklin Green

    PRO

    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 48 years
    Practice Areas:  Estate Planning
    Bio: Joseph’s practice is focused on working with and advising clients on estate planning matters. This involves asset transfers, estate taxation, generation-skipping taxes, gift taxes and charitable planning. He utilizes a wide variety of tools to hel...
    Lindsay Gayle Shinn

    PRO

    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 21 years
    Practice Areas:  Estate Planning, Real Estate, Employment & Labor
    Bio: Lindsay offers real estate and business transaction counsel to individuals and businesses in a variety of industries. With two decades of experience, Lindsay strives to work collaboratively with clients and their other trusted advisors to understa...
    Brett Walter Piersma

    PRO

    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 11 years
    Practice Areas:  Estate Planning
    Bio: Brett is a Partner in the Estate Planning Group. Brett transitioned into the practice of law from a teaching career. Prior to joining Mullen & Henzell in 2014, he taught Advanced Placement European History, Advanced Placement American Government, ...
    Morgan Davis Barnwell

    PRO

    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 10 years
    Practice Areas:  Estate Planning, Tax
    Bio: Morgan Davis Barnwell is a Partner and a member of the Estate Planning Group. Her practice includes estate and income tax planning for high-net-worth individuals and their families, including planning for liquidity events, wealth transfer planning...
    Jay Lloyd Beckerman

    PRO

    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 50 years
    Practice Areas:  Estate Planning
    Bio: Jay is a Partner and a member of the Estate Planning Group. Jay works on a broad range of estate and tax related planning, from wills and revocable trusts to more complex planning involving irrevocable trusts, charitable gifts and business success...
    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 16 years
    Practice Areas:  Estate Planning, Bankruptcy & Debt
    Bio: Reed H. Olmstead focuses his practice on helping individuals and families across California plan for the future and achieve peace of mind. He works closely with clients to create clear, comprehensive estate plans — including wills, trusts, powers ...
    Stephen Norman Yungling

    PRO

    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 27 years
    Practice Areas:  Estate Planning, Tax, Trusts
    Bio: Steve joined Mullen & Henzell in May 2013 from The Northern Trust Company, where he was the Senior Legal Counsel for the Western Region. Prior to Northern Trust, he was an Estate Planning/Tax Partner with Fell, Marking, Abkin, Montgomery, LLP, foc...
    Jared Austin Green

    PRO

    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 17 years
    Practice Areas:  Estate Planning, Real Estate, Employment & Labor
    Bio: Jared Green is a Partner of Mullen & Henzell and a member of the Business and Real Estate Group. He assists his clients with all aspects of the lifecycle of their businesses: from formation and operation to succession, sale, merger, or dissolution...
    Lani Meanley Collins

    PRO

    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 44 years
    Practice Areas:  Estate Planning, Trusts, Wills & Living Wills and more
    Deborah Kay Boswell

    PRO

    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 28 years
    Practice Areas:  Estate Planning, Probate, Trusts and more
    Bio: Deborah specializes in estate planning and trust administration. Her estate planning practice focuses on working with and advising clients on a wide range of estate plans, including revocable living trusts, wills, powers of attorney and advance he...
    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 28 years
    Practice Areas:  Estate Planning, Elder Law, Medicaid & Medicare and more
    Bio: Julianna Malis is a nationally recognized estate planning and elder law attorney focusing on traditional estate planning, special needs planning and estate administration. As the founder of Santa Barbara Estate Planning Law Group, she brings a fam...
    Colton J. Kerfoot

    PRO

    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 1 year
    Practice Areas:  Estate Planning
    Bio: Colton Kerfoot joined Mullen & Henzell in September 2024 as a law clerk with the firm’s Estate Planning Group. Colton earned his JD from UCLA School of Law in May 2024. We are excited to share he is officially an associate attorney with the firm. ...
    John Robert Andrews

    PRO

    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 58 years
    Practice Areas:  Estate Planning, Business, Real Estate and more
    Bio: J. Robert (“Bob”) Andrews has over 50 years’ experience in the Firm. With Mullen and Henzell, Bob handles the business, corporate, real estate and estate planning needs of family-owned businesses and their owners, particularly those with significa...
    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 28 years
    Practice Areas:  Estate Planning, Personal Injury, Bankruptcy & Debt and more
    Estate Planning Attorney near Montecito (Santa Barbara)
    Estate Planning Lawyer Licensed for 59 years
    Practice Areas:  Estate Planning, Divorce & Separation, Criminal Defense and more
    Bio: When it comes to experience and results, few Santa Barbara attorneys can match Dennis Merenbach’s achievements. Merenbach has delivered successful outcomes for 1000’s of clients and has an impressive array of legal accomplishments that go far beyo...
     
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