Santa Margarita Elder Law Lawyers

Lisa has unique experience providing expert guidance to clients planning their lifetime gifting objectives, avoiding conservatorship, and transferring property at death through wills, trusts, and powers of attorney. She creates a customized plan for each client and provides ongoing support. Lisa brings 9 years of experience in the financial industry administering trusts as a corporate trustee, assisting trustees during administration, and working with financial institutions. She has specialized training to address the specific needs of older clients who may need additional support in the planning process and the administration. Reach out to Lisa today through her website for a complimentary consultation. Lisa's...

The process of choosing an attorney is an important one and can be confusing. You simply want to know if you can trust me to handle your legal issue. You want to know if you’ll make a personal connection and not feel like another face in the crowd; whether I can meet you where you are and truly understand your needs. Some attorneys go directly from high school to college, on to law school, then into practice. There isn’t necessarily anything wrong with that; it’s been a successful route for more than a few. However, that overlooks the value of...

Stephanie joined Carmel & Naccasha’s Wills, Trusts and Estate Planning team in 2023. Stephanie graduated cum laude from Santa Clara University School of Law in 1996 and practiced civil litigation at several large bay area law firms, eventually becoming a Deputy Attorney General at the California Attorney General’s Office in the False Claims Section before returning to her hometown of San Luis Obispo in 2003. Upon returning to the Central Coast where she grew up, Stephanie worked at a local law firm practicing business and real estate law when she was invited to join the San Luis Obispo Legal Assistance...

Bruce A. Pence III has practiced exclusively in the arena of Estate Planning, Wills and Trusts, Conservatorships and Elder Law since obtaining his Juris Doctorate from McGeorge School of Law and passing the California bar in 2015. In early 2023, Bruce A. Pence III began his own practice, Bruce Pence Law APC, focusing on Estate Planning, Wills and Trusts, Conservatorships and Elder Law based in Los Osos, California serving the Counties of San Luis Obispo and Santa Barbara. Bruce Pence Law APC offers flat fee estate planning packages as well as trust administration services, probate services and conservatorship services. Bruce Pence...

Taylor has talked to more than 12,000 lawyers and doctors regarding brain injury litigation. Taylor has over 20 seven-figure case results, many eight-figure results and was lead counsel on more than 15 of them. One of his most recent cases was a Traumatic Brain Injury case which brought about a $5.65M verdict against a zero offer from the defense. Of late, Taylor has been told his verdicts were in the top 100 in the United States in 2020, and the top 20 in California, with similar results expected for 2022. Taylor sits on the editorial board of Trial Guides, a...

Mike has more than 40 years of experience in Estate Planning, Trust Administration, Business Law and Medi-Cal planning. He has personally handled more than 5,500 cases, with a 100 percent perfect record for Medi-Cal applications. Mike joined his father in-law, Andrew David (1922-2008) in 1978 as a partner at the family law firm (then, Law Offices of David & Zimmerman) in Arroyo Grande.

He is a member of the California Bar Association as well as the local San Luis Obispo County Bar Association. In his more than 40 years of law practice, he has served on the board of directors of...

L. Rob Werner is the founding attorney of The Werner Law Firm and is ranked as one of the most experienced lawyers in the state of California. He launched the Law Offices of L. Rob Werner in 1975 and since has built the company into an award-winning firm. He has repeatedly been recognized for his quality service to his clients and to the community. Some of the honors he has received include: Readers' Choice Award for Best Attorney from the Los Angeles Daily News; SCV Bar Association Attorney of the Year; Voted "Best Of" Santa Clarita Valley...

Oxnard estate planning attorney Eric Ridley loves helping families and small businesses in Oxnard, Ventura, Camarillo and Santa Barbara counties protect their assets through estate planning, Family Asset Protection & Medi-Cal planning. I help seniors preserve their self-determination and their dignity, along with their assets. Attorney Eric Ridley always gives free consultations, and answers his own phone. Agressive and compassionate, Eric Ridley serves clients in Ventura, Santa Clarita, Port Hueneme and all points in between. https://www.ridleylawoffices.com

Randall Kaiden is an experienced California Estate Planning & Elder Law Attorney. He is a Martindale-Hubbell AV Rated Preeminent Attorney, Past President of the National Academy of Elder Law Attorneys Southern California District, Estate Planning Law Specialist by the National Association of Estate Planners & Councils, and a Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization. He has been recognized by his peers as well as the community at large and holds a perfect 10 out of 10 rating on AVVO Legal for estate planning and elder law. His...

I have more than 35 years of experience navigating legal issues for individuals, business owners, professionals and institutions involving: trusts and estate planning involving beneficiaries, heirs, trustees and other individuals, probate administration & litigation, business and commercial law, including business formation, corporate maintenance, mergers and dissolutions, business and civil litigation cases, including contract disputes, partnership disputes, and construction litigation, real estate law, including eminent domain, land use and zoning matters, title issues, easement disputes, real estate litigation, purchase and lease agreements.

I have offices in Bakersfield and Mammoth Lakes and service clients throughout the state of California.

EDUCATION

Bachelor of Arts – University of California, Los Angeles (1991)

Juris Doctor – West Los Angeles School of Law (1995)

BACKGROUND

For more than 24 years, Pejman “Tony” Rahnama has represented clients on their personal injury and workers’ compensation matters. He has successfully represented more than 1000 clients and applicants, recovering more than 600 million for his law firm clients.

Tony graduated from West Los Angeles School of Law with a Juris Doctor (J.D.) Degree and received his Bachelor of Arts (B.A.) from UCLA and was admitted to the California Bar on 1995.

Tony is Licensed and authorized to practice before all courts...

My areas of practice include estate planning, trust administration, probate, business law, and real estate law. Being raised in the Central Valley I learned the value of hard work and honest dealings. After graduating from Mt. Whitney High School in 1989, I attended the University of Southern California where I was a member of the Men's Water Polo team and a member of the Lambda Chi Alpha fraternity, serving as its President during my Junior and Senior years. In 1993, I graduated from USC with a Bachelor's of Science Degree from the Marshall School of Business with...