James M. Kosareff is the leader in the trust administration and probate section of Copenbarger & Copenbarger LLP. He obtained his JD from Western State University. James is a member of the State Bar of California and Orange County Bar Association Trusts and Estates Section and Tax Law Section. He was admitted to the State Bar of California in 1994. James currently manages most probate and trust administration matters, routinely counseling clients and making court appearances on their behalf. He is also involved in the tax and general estate planning areas. Copenbarger & Copenbarger LLP is an experienced law firm with over 150 years of combined legal practice in fields of law. The firm is dedicated to providing high-quality, detailed, and professional work to its clients. The lawyers at Copenbarger & Copenbarger LLP help their clients with the estate administration process to ensure that all loved ones and decision-makers have the information, guidance, and support they need when you are no longer here to provide for them. They look forward to serving you and your family with specialized lawyers in California Estate Planning law and thousands of happy clients. With offices in Santa Cruz, Pasadena, Sacramento, San Diego, San Jose, Santa Ana, Temecula, and Laguna Hills, they are here to protect Californians statewide.
UNIQUE FACTS:
• Certified Specialist in Probate, Estate Planning, and Trust Law
• Top Attorneys of North America in 2021-2022
• Offers Free Seminars and Events Across California.
3 Best Estate Planning Lawyers in Santa Ana, CA
Expert recommended Top 3 Estate Planning Lawyers in Santa Ana, California. All of our estate planning lawyers actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
JAMES M. KOSAREFF - COPENBARGER & COPENBARGER LLP REVIEWS
My wife and I absolutley love the care and committment your firm has given us while we have gone through the process of administering my mother's trust and will. We have been associated with the firm for many years and have always had not only positive interactions when needed, but have felt that we are cared for as people, not just clients! Thank you, James, and your amazing assistants for giving us the care needed during this time!
Excellent presentation I learned a lot about the upcoming changes in the law. Great speakers and they took the time for a Q&A sessions.
We have been clients of Copenberger & Copenberger for decades. We are so pleased with their excellent, expert and diligent service that we recruited our children to also be their estate attorney. We are consistently impressed by their professional, friendly and attentive service.
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Steven F. Schroeder is the principal of The Law Office of Steven F. Schroeder, PC. He completed his Juris Doctor at Western State University College of Law. He is a member of the State Bar of California, American Bar Association, and Orange County Bar Association. Steven is a California Bar Certified Attorney, Enrolled Agent, and California Real Estate Broker with a tax, accounting, and estate planning background. His work is custom-tailored to fit your business and your personal requirements. He looks out for that client’s best interests. He is also fluent in Spanish. The Law Office of Steven F. Schroeder, PC is a well-known law firm focused on estate planning and taxation. The firm will work with you on a one-on-one basis to design an efficient and effective estate plan that is unique to your objectives. Their mission is to help you in growing and protecting your practice. The Law Office of Steven F. Schroeder, PC provides a full range of estate planning services that consider the special needs of business owners and medical and legal professionals. Their legal and accounting services are designed to save physicians, dentists, and other healthcare professionals both time and money, allowing you the time to run and grow your practice.
UNIQUE FACTS:
• Boutique Firm That Focuses on Taxation and Estate Planning
• Completed 600 Estate Planning and 500 Tax Cases.
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STEVEN F. SCHROEDER - THE LAW OFFICE OF STEVEN F. SCHROEDER, PC REVIEWS
For 28 years, we lived in fear that the State of California, Employment Development Department (EDD), would come unannounced and take our home away because of a tax lien against our house. We spoke with a number of attorneys, hoping they could help us but were always disappointed by their pessimistic outlook. We were fortunate to have found Steve Schroeder. With his experience in tax law, he challenged the State and resolved our tax problem in 2 months. Thanks to Steven’s efforts we now have peace of mind and owe the State absolutely NOTHING! Our home is now ours again and we have a chance to live without fear, like normal people. Needless to say, we will be forever grateful for his efforts on our behalf. We have found Steven to be incredibly honest, sincere and very accessible to reach any time of the day, unlike a majority of attorneys. A good attorney is hard to find. STEVEN SCHROEDER FOR PRESIDENT!
I just wanted to extend my deepest gratitude for your help in settling my parents trusts. Never in a million years would I have guessed it would have unfolded the way it did, but I am so very grateful for your expert and kind guidance in reaching a closure and for working my most trusted “power of attorney” and more importantly, husband. Again, my heartfelt thanks for your help in a most difficult time for me.
I went to Steven Schroeder to make my will, trust, and power of attorney because I was getting ready to have an operation. Being a nurse, I know nothing of legal terms. Steve explained the different types of trusts so I understood them and helped me select the one that best suited my needs. He was so accommodating to my schedule, making after hours and last minute appointments, so my mind would be at ease when I went into surgery. Steve is easy going and actually made the process sort of fun. Don’t come to Steve with any preconceived notions of what a lawyer is like…he shot them all down.
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Max M Alavi is an experienced estate planning, probate, and trust dispute litigation attorney at Max Alavi, Attorney at Law, APC. He received his JD from the Univ of Houston Law Center. Max concentrates on helping clients establish effective and secure vehicles to pass their assets to their loved ones. He also protects his client's families from the uncertainty and expense of probate and testamentary guardianship matters. He strives to keep trust administration & probate affordable to help trustees & administrators, and beneficiaries avoid the costly litigation that can result from failing to follow the proper trust administration or probate procedures. Max Alavi, Attorney at Law, APC, is a boutique law firm concentrating on estate planning with multiple locations across Southern California. Their expert lawyers provide top-rated living trust, estate planning, and trust litigation legal services backed by a proven record of success. They can tailor an individualized estate plan to minimize the time your loved ones spend in probate and maximize the assets you leave them. Whether you are attempting to defend an estate against a dispute or you are looking to challenge a will or trust, their experienced lawyers will provide you with the representation you deserve.
UNIQUE FACTS:
• Boutique Estate Planning Law Firm
• Named To the Top 100 Registry of Business Leaders and Professionals 2018
• Offices in Newport Beach, Laguna Hills, and Long Beach.
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MAX M ALAVI - MAX ALAVI APC, OC TRUSTS LAWYER REVIEWS
For all the people who have had a very bad experience with attorneys, myself included. I would recommend Max to anyone that needs estate planning. He is trustworthy, kind, humble and above all honest. He is not your typical attorney that only cares about his billable hours. He truly cares for you as a human being. Not just a client he could make money on. He is extremely knowledgeable and knows the latest law changes pertaining to estate planning. He is well respected among his peers and has a wonderful reputation.
Max came to my work to give a presentation on his services. He was very professional and took as long as we needed to answer any questions we had about his services. He put things in a very easy to understand language and made sure he did not talk above his audience. I hired Mr. Alavi to execute a living trust for my wife and I. Throughout the entire process he was very patient and made sure we understood everything we were incorporating into the trust. Dealing with Max was a breeze and I would recommend him to all my friends and coworkers.
I found Max to be patient and responsive to our requests. It took a while to get everything in order since we live of-of-state and could not sign everything in less time. I will recommend Mr. Alavi to my co-workers when the subject of living trusts come up.
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