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At Advance Planning, A Law Corporation, in Manteca, California, we focus solely on helping individuals protect themselves and their assets for the future while creating a lasting legacy for their heirs and loved ones.

Serving clients throughout the Manteca-Stockton area and across San Joaquin County and the surrounding areas of Northern California, our law firm's founder, attorney Grant A. Toeppen, has practiced law in our region since 2012, and during that time, our law office has become the trusted source for quality, personalized representation and support to those who have legal needs involving any of the following:

-Estate planning
-Probate of Decedent’s Estates
-Conservatorships
-Wills
-Trusts
-Powers...

I have worked exclusively in the areas of estate planning and probate since 1986. I listen to my clients and draft documents to meet their unique situation. I provide easy to understand explanations of the differences between wills and trusts and the advantages of different estate plans. It is my goal to provide my clients with all the estate planning documents they need, including wills, trusts, powers of attorneys and health care directives.

Jackie Cara has been practicing law for over 20 years and has spent most of her career helping families meet life's uncertainties and milestones. Her passion for estate planning started with the birth of a special needs child and learned, firsthand, how important advanced and considered planning is. Her personal experience provides clients with a unique, understanding perspective. Her practice started by working with other parents with children who has special needs and required advanced planning to make sure their needs were met, not just now, but for the future. A desire to help...

Chris Jones, a longtime resident of Santa Barbara, has practiced law since 1972. His philosophy of making law easy, understandable, clear and comfortable (”making you an expert”) has helped him become one of the most well respected and knowledgeable Trusts and Estate Planning attorneys in Santa Barbara and on the Central Coast.

His areas of expertise include: Wills, estates, trusts and probate, including living trusts, tax planning, business succession planning, irrevocable trusts, advanced direction of health care, generation-skipping planning and avoidance of probate. He is a California State Bar certified specialist in estate planning, trust and probate law. As his clients'...

Sandy is the founder and senior partner of Mall Malisow & Cooney, P.C. - The Holistic ElderCare Special Needs & Estate Planning Law Firm located in Farmington Hills, Oakland County, Michigan. Sandy is a past Chairperson of the Elder Law & Disability Rights Section of the State Bar of Michigan. He is a nationally board certified as an elder law attorney (CELA) by the National Elder Law Foundation, a VA Accredited Attorney and is a member of NAELA's Council of Advanced Practitioners (CAP). Mr. Mall is a contributing editor and faculty for the Institute of Continuing Legal Education (ICLE).

Sandy's credentials...

I understand how hard it is for people with medical and financial issues who need help. My own grandmother, who recently passed away at 94 years of age, helped me to understand the issues that Seniors face. My passion is to help Seniors and their families to plan for their future, and to help them to prevent the devastating expense of long term nursing home or assisted living facility care. We can help Seniors and Veterans to understand the benefits that may be available to them such as Medicaid and Aid...

"I grew up immersed in a family business which supplied goods & services to restaurants and institutions throughout the Midwest. The youngest of three brothers, as an attorney, I worked closely with my parents and siblings to design a succession plan for the business and an estate plan to maximize our parents’ financial legacy. It is a legacy which now will endure for years to come. It was the satisfaction from this experience, together with a natural passion for client service, that has led me to focus my practice on Estate Planning, so that clients may enjoy the peace...

Martin L. Pierce is a native of Memphis, Tennessee, and received his undergraduate degree, summa cum laude, from Tennessee Technological University in 1978. He received that institution's Outstanding Young Alumnus Award in 1988. Martin received his law degree, with high honors, from the University of Memphis in 1981, where he was a published member of the University of Memphis Law Review. He is licensed to practice law in Tennessee and Georgia, as well as before the U.S. Tax Court and the U.S. Supreme Court.

Martin works primarily in the areas of: (1) Estate Planning, Wills, Trusts, Elder Law,...

Peggy is a founding partner of The Law Offices of Hoyt & Bryan, a family wealth and legacy planning law firm specializing in wills, trusts and estates and elder law. She is a three-time Stetson University graduate receiving her B.B.A., cum laude, in 1981, her M.B.A. in 1982 and her J.D., cum laude, in 1993. Her passion is her pets - all of them - including 4 horses, 6 dogs and 2 cats! She enjoys long distance trail riding on Heaven and Vogue. Peggy practices in the areas of family wealth and legacy counselling, including trust and estate planning...

Wills, Trusts, Estate Planning, Medicaid Planning. Probate of Estates in Massachusetts and Connecticut. Guardianships and Conservatorships under the Massachusetts Probate Code. Advance Directives that avoid the need for Guardianship - Conservatorship: Power of Attorney and Health Care Proxy. Real Estate Purchase and Sale. Supplemental Needs Trusts. Obtaining and coordinating benefits covered by Mediciad, Medicare, VA, Social Security, private insurance, and other resources. I prepare and coordinate estates and trusts for people who plan for succession of their assets and property, and protect benefits eligibility for themselves and for disabled family members. I serve as legal counsel, and provide estate administration services, to...

Attorney Martin Alperen is a former police officer and search and rescue team leader who understands the risks that first responders face in service to their communities. Law enforcement officers, firefighters, EMTs, and healthcare providers on the front lines of the COVID-19 pandemic can all benefit from an estate plan that accounts for their own needs if they are incapacitated, as well as their family’s needs if they are no longer alive to support and provide for them. We strive to make our services accessible to first responders so that you can put an estate plan in place without hesitation,...

In the area of elder law, Ms. Meloro helps seniors access the quality care and benefits they need without being wiped out financially through Medicaid planning, asset protection planning, and the use of effective powers of attorney and health care advance directives. She handles guardianships, probate litigation, special needs planning and estate planning as well. Ms. Meloro has over 20 years' experience and extensive courtroom experience, having served as first and second chair in several civil jury and non-jury trials. She is a member of the Florida Bar, admitted to practice in all Florida state and federal courts...

Attorney Irina Yadgarova focuses her practice on Trusts & Estates, Probate & Administration, Elder Law, and Real Estate. She is licensed to practice law in the courts of the State of New York, the State New Jersey, and the U.S. District Courts in the Southern and Eastern Districts of New York. Ms. Yadgarova's practice encompasses all aspects of Estate Planning, Elder Law (Medicaid) and Real Estate. She provides legal services to residents of New York and New Jersey and handles matters pertaining to Wills, Trusts & Estates and Long Term Care Planning, including, but not limited...

Practice areas include: wills, trusts and estates, estate litigation, probate, administration and estate taxation; guardianship; corporate transactions, including mergers and acquisitions, contract drafting, negotiation and review; and residential and commercial real estate transactions. Estate planning experience, includes meeting with clients to devise an estate plan, drafting wills, trusts (including revocable living trusts and irrevocable life insurance trusts), advance planning documents such as powers of attorney and health care proxies; probate and estate administration in Surrogate’s Court, including ancillary proceedings; planning for persons with special needs, including supplemental needs trusts; and preparation of estate tax returns. Has been...

Jeffrey A. Cramer is now Senior Counsel at 3i Law in Colorado. He creates deeply personalized, easy-to-understand will and trust agreements, protecting loved ones from undue stress during a time of loss. His estate plans are kept up to date and will work when your family needs them most. His mission is to help you deal with the complexities of life, disability and death. He prepares estate planning documents such as wills, trusts, living wills, powers of attorney and designations of health care surrogate; and assists in probating an estate or administering a trust. ...

Christopher J.D. Gipe is the attorney behind his eponymous law firm in Mission Viejo, California. He offers compassionate estate planning services to families throughout Southern California. With the heart of his practice being located in Orange County, including San Clemente, Dana Point, Rancho Mission Viejo, Ladera Ranch, San Juan Capistrano and Laguna Niguel. Mr. Gipe understands the importance of an estate plan and makes sure everything his clients have worked for is taken care of. He ensures their wishes are clearly stated and treated the way they want it, even when they are unable to do so. He helps with the...

Kyle Gee is a trusts and estates lawyer licensed to practice law in Ohio, Pennsylvania, and New Jersey. His primary focus includes estate planning, trusts & trust administration, probate & estate administration, representation of fiduciaries, and tax law & planning. Mr. Gee, a Cleveland native, joined Spieth, Bell, McCurdy & Newell after clerking as an attorney advisor for the Judge of a Pennsylvania Orphans’ Court (Probate Court). During his two-year judicial clerkship, he closely assisted the Court in resolving a variety of matters, including: will contests, objections to fiduciary accounts, petitions to modify and terminate trusts, contested incapacity...

I have practiced law for 32 years. My experience is broad, but has mostly focused on litigation, court practice, and document drafting and review. I have MANY YEARS of courtroom experience. I handle a variety of family and criminal law issues including, but not limited to, divorce, child support enforcement, alimony issues, parenting issues, domestic violence injunctions, mediation, DUI's, drug offenses, battery, probation violations, and theft-related offenses, among many others. I also provide many estate planning services, including the drafting of documents such as, Wills, Power of Attorney (durable or for a limited purpose), and Advance Healthcare Directives (Living Wills,...

Megan M. Kelly, Attorney at Law concentrates on estate planning, business law, and real estate law in Naples, FL and all of Southwest Florida. As a mobile attorney in Naples, Megan provides personalized legal solutions to individuals and families, assisting with wills, trusts, durable powers of attorney, advance medical or health care directives, and any other documents related to legal life planning. Megan M. Kelly also offers subscription-based strategic business consulting to corporate clients of all sizes and stages of growth from startup to ongoing business needs including contract preparation and review, pre-litigation consulting, and risk mitigation. Contact Your Naples Attorney, Megan M....

Lawrence A. Puritz is an established attorney based in Chico, California, with a legal practice focused on estate planning, including health care directives, trusts, and wills. He has been admitted to practice in California since 1978, showcasing a long-standing commitment to the legal profession within the state. His professional affiliations include membership in the State Bar of California, underlining his recognized standing within the legal community . Caring Wills and Trusts from the Law Offices of Lawrence A. Puritz offers a range of estate planning services designed to support individuals and families in safeguarding their legacies and ensuring their wishes are...

I grew up in Sacramento, California and the path that has led me to my current position has been anything but normal. I was the product of a single parent home and anything but a model student as I progressed through school. Had it not been for my long and successful collegiate wrestling career, I probably would not have finished my education. While most lawyers built a foundation for their legal careers by excelling in high school and college, I spent most of my educational years finding new and amazing ways to get into and out of...

Attorney, Generalist Practice. PROBATE, Wills, Divorce, Child Custody, Child Support/Visitation Modification or Enforcement, Protective Orders, Adoption, Estate Planning, WILLS and Probate, Family Law, Power of Attorney, Advance Directives for Health Care, Guardianship, Pre Nups, Post Nups, Suits Affecting Parent/Child Relationship including Termination of Parental Rights, Certified Guardian and Attorney ad Litem.

Practice Areas
Will and Living Trust drafting and review
Powers of Attorney and Advance Health Care Directives
Will and Trust Amendments and Updates
Estate, Gift, Income, and Property Tax planning Techniques for avoiding probate
Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Advanced Estate Tax Planning: Irrevocable Trusts, Gifting Trusts, Grantor Retained Trusts (GRIT, GRAT, GRUT, QPRT), Life Insurance Trusts
Charitable Planning ? Charitable Trusts (CRAT, CRUT, CLT)

Education
University of San Diego School of Law ? Juris Doctorate in 1977
University of California, Irvine ? Bachelor of Arts in 1974
Personal Philosophy
Roberta helps families plan to transfer assets to the next generation while avoiding probate and miniming...

California Board Certified Specialist in Estate Planning, Trust, and Probate Law
Master of Laws in Taxation

Practice Areas
Will and Living Trust Drafting
Powers of Attorney and Advance Health Care Directives
Estate Planning Review
Will and Trust amendments and updates
Estate, Gift, Income, and Property Tax planning
Techniques for avoiding probate
Probates - Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Email: DanielWilson@TrustLaw.us

Professional Associations and Memberships
Rancho Bernardo Community Foundation, Board Member
Rancho Bernardo Business Association
Probate Bench?Bar Committee
San Diego County Bar Association
North County Estate Planning Council
San Diego North County Bar Association
Personal Philosophy
Daniel has a passion for working with people and assisting them achieve their goals. He provides clear and simple...

Ben’s extensive legal background brings a unique and informed perspective to the Ross & Shoalmire team. After graduating from Baylor Law School, Ben immediately began working at one of the nation’s premier plaintiff litigation firms – Nix, Patterson & Roach. Ben practiced in state and federal courts throughout the country representing a wide-range of individual and corporate clients in matters involving catastrophic personal injury litigation, sophisticated multi-party patent infringement matters, and complex product liability matters cases. His experience with settlement and resolution of high-stakes complex litigation matters brings unique insight into Ross & Shoalmire’s asset protection, estate, and corporate formation...

Bill Alexander has practiced law for over 43 years in North Carolina and maintains the highest attorney ratings possible— ‘A-V Preeminent’ peer rating by Martindale-Hubbell and a “10-Superb Attorney” Avvo rating. He now manages an asset protection, estate and eldercare planning law practice as the founding attorney of W.G. Alexander & Associates, PLLC.

His law practice was heavily influenced by life circumstances; his older brother was severely injured, unconscious for two months and survived with traumatic brain injury. Hence Bill learned how to deal with special needs; eventually, he became his brother’s care manager and Trustee. He also...

David H. Luhn, born Knoxville, Tennessee, is the managing partner of Norton & Luhn, P.C. Mr. Luhn is a Member of the Knoxville Bar Association and the Knoxville Estate Planning Council. At present Mr. Luhn is engaged in the general practice of law with a focus in the areas of Estate Planning, (Wills, Revocable and Irrevocable Trusts, Health Care Power of Attorneys, Durable Power of Attorneys, Living Wills, Advance Directives, Conservatorships, Guardianships, Asset Protection Strategies, and Quit Claim Deeds); Estate Administration (Probate, Representing Executors and Beneficiaries); Prenuptial and Postnuptial Agreements; Business Law (Contract Review, Confidentiality Agreements,...

Paul Premack is a Certified Elder Law Attorney through the National Elder Law Foundation. He was a founding member of the Council of Advanced Practitioners of the National Academy of Elder Law Attorneys, and has been a NAELA member since 1989. His practice encompasses estate planning for individuals, couples and families of all ages, probate to assist surviving heirs when a family member dies, and elder law to assist clients with specific legal challenges. Paul is a Geriatric Scholar via the University of Texas Health Science Center. Paul has written the legal column for Hearst Newspapers. His column...

Education Ms. Mayer graduated from the University of California, Davis with degrees in Political Science and Communications. She earned her Juris Doctorate from Santa Clara University School of Law with a Certificate in Public Interest and Social Justice. Awards and Honors During law school, Heather Mayer was recognized with the Award for Best Oral Advocate and the Pro Bono Award. Ms. Mayer is the recipient of the prestigious Witkin Award for Academic Excellence in Wills & Trusts, Advanced Legal Writing, Interviewing & Counseling, and for the Advanced Practice Clinic of the Northern California Innocence Project....

Nicole devotes her law practice exclusively to building and protecting families. When working with her clients, she takes an educational approach so her clients fully understand their options and the steps they should take to achieve their goals. She takes the time to listen to your concerns and answer any questions you may have. As a result, she has a better understanding of your situation and can respond effectively with practical and sensible solutions. Nicole's unique assisted reproduction/surrogacy program is designed to give both Intended Parents and Surrogate Mothers support and peace of mind from the moment they contact her office...

Here at Klosek Law Offices in Sacramento, California, we want to help you protect yourself and your assets for the future by creating comprehensive estate plans that will help you preserve and pass on your wealth to your heirs and loved ones.

Serving clients throughout Sacramento County and all the surrounding areas of Northern California, our law firm is one of the area's premier estate planning practices, and since this is our sole area of focus, we can provide you with a level of representation and support other law firms simply cannot match with regard to any of the following:

1.) Basic...

Matthew is a native of Florida and Brevard County and was raised locally in Merritt Island. Matthew has an extensive and diverse education which includes a bachelor’s degree in accounting, a master’s degree in taxation, and a law degree. Prior to practicing law Matthew acquired his Certified Public Accountant (CPA) license and worked in public and private accounting for several years before entering law school. Matthew’s unique background in law, accounting, and taxation provide a unique perspective that is unmatched by most attorneys. Matthew has been located in the same office in Cocoa for the past 15 years practicing...

Stephanie concentrates her practice in the area of wills and estate planning. She assists clients with the preparation of estate planning documents, and counsels regarding the best estate planning strategy for each individual. Particular services include the preparation and review of a will, a financial power-of-attorney, a health care power-of-attorney, or a health care advance directive ("living will"). She offers both individual planning documents and affordable bundles of common documents for both individuals and spouses.

Attorney Ranvir is a dynamic, focused and hard-working lawyer who values transparency and integrity.

Estate Planning:

Ranvir helps create professional estate plans that will satisfy individual and family members’ personal, financial, and tax goals. This includes the preparation of customized wills, trusts, powers of attorney, deed transfers and advanced health care directives.

Corporate Law:

Ranvir advises individuals, joint partnerships, startups and emerging companies in tech and non-tech, including cannabis on corporate formation, M&A, financing, SAFEs and IPOs, general corporate counseling, as well as on non-corporate matters such as employment, licensing, securities compliance and general corporate counseling.

Prior Experience:

Prior to founding Insight Legal, P.C.,...

I have been practicing law for over twenty-five years, and was selected as the attorney for several major legal service plans, including Chase Manhattan, American Express and Montgomery Wards Legal Service Plans, helping thousands of satisfied clients with their legal problems, and have been an AARP member attorney. In my legal practice, I have taken many cases to trial when necessary, but have settled many hundreds of disputes to the mutual satisfaction of my clients, sometimes involving hundreds of thousands of dollars. In the process, I have handled many cases in such areas of concentration as: Probate, Wills, Trusts, Estate Planning, Elder...