JAMES KOSAREFF
200 Sandpointe Avenue, Suite 150, Santa Ana, CA 92707
Since 1994
COPENBARGER & COPENBARGER LLP - Wills and Living Trusts, Business Succession Planning, Special Needs, Probate, Business Formation, Tax Planning, Durable Power of Attorney, Trust Administration, Conservatorship, Irrevocable Trusts, Deeds, Life Insurance Trust, Charitable Remainder Trusts, Tax Planning & Advanced Healthcare Directive
Dedicated to providing quality detailed and professional work to their clients ● Serves in Irvine, San Jose, Pasadena, Sacramento, San Diego & Capitola ● Provides clients with excellent legal services in personal estate planning ● 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
TBR® Inspection Report
STEVEN F. SCHROEDER
2107 North Broadway, Suite 204, Santa Ana, CA 92706
Since 1998
LAW OFFICE OF STEVEN F. SCHROEDER - Wills, Trusts, Powers of Attorney, Probate, Trust Administration, Revocable Trust, Tax Services & Estate Litigation
He will work with you on a one-on-one basis to design an efficient and effective estate plan that is unique to your goals ● Their work is custom tailored to fit your business and your personal needs ● Focuses on estate planning and taxation ● Their approach begins with complete flexibility, plus a good dose of creativity and common sense ● They can handle any or all phases of your legal needs
TBR® Inspection Report
MAX M ALAVI
206 West 4th Street 3rd Floor, Santa Ana, CA 92701
Since 2010
OC TRUSTS LAWYER - MAX ALAVI, ATTORNEY AT LAW, APC - Wills, Trusts, Financial Powers of Attorney, Advance Medical Directive, Durable Power of Attorney for Business Affairs, Health Care Powers of Attorney, Probate and Estate Tax Planning, Trust and Will Contests & Financial Elder Abuse
They help small businesses and professionals alike protect their assets by implementing strategic asset protection plans to fit the needs of their clients ● Strives to keep trust administration/probate affordable in order to help trustees and beneficiaries avoid the costly litigation ● Their knowledge of state exemptions and estate planning methods will shield your assets from creditors and ensure that you and your loved ones are protected