Somis Estate Planning Lawyers

Roy Schneider's areas of practice include business planning, entity formation, mergers, acquisitions and sales of businesses, employment law, contracts, transactional matters of all kinds, real estate transactions, homeowners associations, non-profit law and estate planning. Business & Corporate Transactions Roy advises and represents companies and entrepreneurs with a broad range of business related services. He advises his clients on business law, start-up assistance related to the choice and formation of an entity, the protection of a trademark or license agreement and regularly assists with buying or selling a business. Roy prepares contracts of all types with the view...

Kevin G. Staker, the principal attorney in the firm, received his Juris Doctor degree from the University of Utah College of Law, and his Master of Laws (LL.M.) in Taxation degree from New York University School of Law. Kevin is the founder of the Planned Giving Council of Ventura County. Kevin has three times been a member of the Board of the Ventura County Bar Association, and was the chair of its annual dinner committee 14 of 15 years. Kevin Staker is a member of the Board, and was President for 2016 and the latter part of 2022, of Ventura...

Annette Dawson-Davis, B.S., M.Ed., J.D.

MY STORY:
After my father, Howard Q. Dawson, Sr.-Major USAF, died, I found his trust was not well-written. My dad was sold an estate plan by a large corporation based in another state. These corporations are called "Trust Mills," which give accountants and financial advisors large referral fees to recommend their services to clients. The attorney that prepared the trust did not take the time to make sure all of the important details and contingencies were covered. The attorney did not stand behind the product and was not available to help when problems arose....

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...

A recognized leader in the field, John Andersen is a partner at Ferguson Case Orr Paterson. A Certified Specialist in Estate Planning, Trust and Probate Law by the California State Bar since 2008, John is also an Executive Committee Board Member of the Trusts and Estates Section of the California State Bar that advises the California legislature on laws effecting estate planning and a “Top Lawyer” Super Lawyer in Estate Planning and Probate.

John guides couples, families, individuals, entrepreneurs, business owners, and public figures of all means, in all aspects of estate planning, trusts and probate and creates a custom plan...

David B. Shea is an experienced estate, probate and trust litigation attorney in Ventura County. Mr. Shea also assists clients with probate and trust administration. Mr. Shea's goal is help clients navigate through the maze of legal challenges presented in trust, estate and probate disputes by providing counsel and strategic legal advice to advance the best interest of each of his clients. Although Mr. Shea is a zealous legal advocate and experienced probate trial attorney, he prides himself on his integrity, creativity, and efficiency in obtaining favorable results both in and out of the courtroom. Handling disputes in Probate Court...

Mr. Hultgren is an attorney licensed to practice law in the State of California and is certified as a specialist by the State Bar of California's Board of Legal Specialization in the area of Estate Planning, Probate & Trust Law. Mr. Hultgren crafts comprehensive estate plans for his clients. He also provides legal advice and assistance in the administration of Trusts and Wills upon a person’s death and advises businesses and non-profit organizations in transactional matters. Mr. Hultgren earned his Bachelor of Arts degree in History from University of California, Davis and his Juris Doctorate from...

Eric Smith received his bachelor’s degree from UCSD in 1995 and his law degree from Pepperdine University in 1997. Eric holds the Certified Financial Planner(TM) designation. He has been a securities dispute arbitrator for FINRA and taught retirement planning classes for Cal Lutheran’s MBA program. He is a member of the California Bar, the Ventura County Bar Association, and the Financial Planner’s Association of Ventura County. He is co-owner of Lifetime Planning, Inc., a financial planning firm in Camarillo. He resides in Ventura with his spouse, Jamie King, and their children, Kell and Leif.

An Ivy League graduate, Troy Werner has been an indispensable asset to The Werner Law Firm, providing exceptional legal service to its clients. Troy has won numerous awards during his tenure as an attorney, including being recognized with an award as one of the Top 40 individuals under 40 in the community. Troy Werner continues the tradition of excellence in the firm. His father L. Rob Werner, founder of The Werner Law Firm, ranks among the most experienced lawyers in California. Starting the Law Offices of L. Rob Werner in 1975, the Werners have built it into the...

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...

My journey as an estate planning attorney was driven by my desire to assist families. The complexities and intimidation of the legal system can be overwhelming, but I firmly believe it doesn't have to be that way. My approach involves communicating in plain English, ensuring that you fully comprehend your options, and aiding you in making informed and astute decisions. Through effective planning, we can circumvent future headaches and expenses while securing a lasting legacy for your family's well-being, even beyond your lifetime. My commitment lies in providing personalized attention to each client, offering one-on-one counseling, and maintaining open and responsive...

Greetings! I am Sergio, an Estate and Legacy Planning Attorney located in Ventura County, California. My legal journey is driven by a genuine desire to assist and support individuals and families in navigating the complexities of estate planning. I am a first generation Mexican-American, born and raised in Ventura County. Hablo Español. Why Choose Me: 1. Compassion: I approach each case with genuine empathy, understanding the emotional aspects often associated with legal matters, particularly those involving legacies. 2. Patience: Estate planning requires careful consideration. I take the time to guide my clients through the intricacies of the legal process, ensuring they make informed...

As a founding Partner, Randall Sutter is involved in the daily operations of the law firm with emphasis in the following practice areas: Bankruptcy and Consumer Advocacy: Mr. Sutter helps individuals and small businesses develop asset protection strategies and counsels various options for eliminating or restructuring debt and liabilities. Not only is Mr. Sutter knowledgeable in Chapter 7 and Chapter 13 bankruptcy cases, but he has also successfully confirmed plans for complicated Chapter 11 reorganization cases. General Business Counsel: As a business owner and entrepreneur for 25 years, Mr. Sutter brings a unique perspective to helping small...

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

At Acorn Law PC, Nikki Hashemi helps clients achieve peace of mind. Nikki received her B.A. from the University of British Columbia with a Major in Political Science and an Honors Degree in Germanic Studies. She obtained her Juris Doctorate from Loyola Law School of Los Angeles, where she was also invited to join the Moot Court. Nikki was admitted to the California Bar in 2005 and has since represented hundreds of clients in the United States Bankruptcy Courts for the Central and Southern District. She is admitted to all Courts within the State of California. Nikki is determined to deliver...

We are a firm that listens; understands your business and industry; keeps you informed; provides clear, direct and practical legal advice; asks appropriate questions; clearly explains the relevant aspects of your case; checks egos at the door; empathizes and respects your business, professional and personal situation; maintains a laser focus on your unique legal needs; and practices law with a passion.

Michael's practice areas include: business organizations, corporations, land-use regulation, real estate transactions, estate planning, government regulation, family law, and civil litigation. He has major law firm and in-house counsel experience. He is also a real estate broker...

Mike joined the State Bar of California in 2009 and has been admitted to practice before all Courts in the State of California and in the Central District of California’s federal court.

Mike has represented and assisted numerous businesses with identifying and implementing strategies to manage risk, protect against exposure, ensure regulatory compliance, and protect company assets. As a business litigator, Mike has been first chair in numerous trials, arbitrations, and mediations. His case work involves complex business disputes, real estate and development disputes, securities fraud defense, protecting intellectual property, commercial debt collection, and judgment recovery.

In 2004, Mike graduated from...

I live and work in Simi Valley and have practiced here since 1999.
I love practicing law in Simi Valley and providing my community with personal and experienced legal services, with integrity and attention.

In 2006 I started my own practice, and now serve Ventura County and Los Angeles County. I have an extensive probate and estate planning practice (trusts, wills, powers of attorneys, health care directives, etc.) My practice also includes guardianships, real estate and business transactional law.

Prior to law school, I worked in the public service sector from 1987 to 1994, first in a U.S. Congressional office, and thereafter...

Adam W. Pollock, Esq. has dedicated his practice to providing quality legal services at a fair and reasonable rate. He has extensive experience in advising clients in estate planning and business planning as well as representing clients in conservatorships and other probate matters. Adam has focused his practice on business planning and estate planning services in order to help everyone from young parents, to small business owners, to retirees and empty nesters. Having a young family of his own, Adam has committed his practice to these areas in order to offer clients a way to not only legally protect their...

Attorney Caitlin Rodriguez was born and raised in Ventura County and attended California State University Channel Islands (CSUCI) where she obtained a Bachelors Degree, with honors, in History. After graduating from CSUCI, Ms. Rodriguez attended California Western School of Law in San Diego, CA. During her law school career, Ms. Rodriguez was a member of the Pro Bono Honor Society, and was awarded the Academic Achievement Scholarship and the Diversity Scholarship. In addition, she interned with the San Diego County Alternate Public Defender's Office, the Community Law Project (a San Diego based organization that provides free legal advice to low-income...

I was born and raised in Ventura, California and lived here a majority of my life. I majored in business management at San Diego State University and soon there after started working for Citigroup in Jacksonville, Florida. I worked as a project manager for Citigroup and traveled extensively throughout the world. I even ended up relocating to the Philippines for a year which was an opportunity of a lifetime. After living in the Philippines, I moved back to Ventura and began my legal career.

I started by volunteering at the Ventura County District Attorney’s office and the Coalition to End Family...

Christopher E. Botti, co-founder of Botti & Morison Estate Planning Attorneys, Ltd., specializes in all aspects of estate planning. Mr. Botti advises clients on all aspects of estate, gift and generation-skipping tax planning, including the creation of revocable trusts, irrevocable life insurance trusts, qualified personal residence trusts, charitable remainder trusts, private annuities, private foundations, grantor retained annuity trusts, family limited partnerships and dynasty trusts. He also assists clients in the funding of revocable trusts and the preparation of estate and gift tax returns, all forms of trust and probate administration, including the purchase and sale of large trust assets, the...

Prior to entering private practice, Ms. Harper served as Director of Corporate Compliance and Commercial Leasing for Kinko’s Service Corporation, Inc., now FedEx. Early in her career she worked as in house corporate counsel to one of California’s largest labor staffing corporations and civilly prosecuted perpetrators of domestic violence through a DOJ grant protecting victims of domestic violence. She has argued cases before the United States Hague Court for matters of international child abduction; California Court of Appeals and Superior Court; District Court; Delaware Court of Chancery; and before the United States Patent and Trademark Office, Trademark Trial and Appeals...

My Office is based in Westlake Village and I am available to clients in Los Angeles, Orange and Ventura Counties. My practice is concentrated in the areas of Trusts, Wills, Special Needs Trusts, Advance Health Care Directives, Financial Powers of Attorney, Trust Administration, and Probate. With 10 years of experience in this area of the law, I am highly qualified, helpful, and knowledgeable. I am also highly trusted and respected in my field, by my clients and peers. I received my Juris Doctorate degree from University of West Los Angles, and my Bachelor Degree in...

I am an attorney practicing in intellectual property (trademarks, copyrights, licensing), as well as business and e-commerce law. This includes entity formation and dissolutions, contract drafting and other day to day events, as well as web site review for privacy and compliance issues) for individuals to small/medium size companies. I am also an estate planner, drafting Wills, Trusts and Power of Attorney documents, as well as work in probate matters.

At Pederson law offices, the team is committed to providing Thousand Oaks residents with the legal representation they deserve. The firm consists of two lead attorneys, who have over 40 years of combined legal experience. Attorney Steve Pederson received his Juris Doctorate with high honors from Western State University School of Law in 1975. Before working as a lawyer, he worked as a Senior Design Engineer for General Dynamics Corporation, where he assisted in the design of numerous space vehicles. Mr. Steve Pederson then worked as an attorney in Los Angeles, where he handled civil litigation cases in the areas...

Kirk Rodby earned his Bachelor of Science degree from California State University at Northridge in 1995 and went on to graduate magna cum laude from Tulane Law School. In 2002, he received his Master of Laws (LL.M.) degree in constitutional law from the New York University School of Law.

A member of the California Bar Association since 2006, Kirk is part of our Construction, Labor & Employment and Estate Planning practices.

Kirk has a life-long love of books and writing, and comes to The Green Law Group after serving in management at Barnes & Noble. He is a contributing author...

Daniel J. Morse represents creative artists from his offices in the Los Angeles area. Mr. Morse excelled in his studies of contracts, intellectual property, and entertainment law at the Pepperdine University School of Law. After graduating in 2001, Mr. Morse worked as a civil litigator while assisting various visual artist clients. Upon moving to Tennessee, Mr. Morse worked with the firm of Wise & Reeves, representing a variety of individuals and business with transactional and litigation matters. Mr. Morse also represented musicians and literary authors. With licenses to practice in two of America's...