Best Estate Planning Attorneys in Stockton

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Estate Planning Attorneys FAQs

Last updated: September 24, 2022

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The Law Offices of Jack S. Johal

Stockton, CA

The Law Offices of Jack S. Johal has been representing individuals and businesses throughout Stockton and the surrounding metros since 1981. The firm handles matters concerning estate planning and probate administration, providing assistance in removing any potential ambiguities surrounding the turnover of a client's estate. It assists clients in making informed decisions about healthcare, taxes, property distribution, and burial arrangements. Johal is also a member of the American Bar Association Committee on Trusts and Probate.

Beattie Law Group, Inc.

Stockton, CA 95219

Beattie & Aghazarian, LLP provides estate planning in the Stockton area. Practice areas cover estate and wealth preservation planning, property tax strategies, real estate law, business transactions law, and "Taming Your Property Taxes" as well. Attorney Scott Beattie JD, LL.M (Tax) is a tax attorney and board-certified specialist in estate planning, trust, and probate law and offers services for everything from basic wills and trusts to advanced planning strategies such as via partnerships, LLCs, and charitable trusts.

Calone and Harrel Law Group, LLP

Stockton, CA 95207

Calone and Harrel Law Group, LLP offers estate planning in Stockton. The legal and tax advisory group has over 50 years of experience in estate and wealth management planning, tax planning, post-mortem estate and trust administration, and tax, trust, and estate litigation as well as in business/commercial transactions, real estate law, and Chapter 7 and 13 bankruptcy law. Partners include a former IRS Estate Tax Attorney and USAR Captain and a board-certified taxation specialist.

Haydel & Ornellas

Stockton, CA 95219

Haydel & Ornellas is a Stockton estate planning firm with 35 years of experience. Practice areas cover wills, living trusts, advance health care directives, retirement and tax strategies, and probate, and the lawyer is certified by the Board of Legal Specialization in Probate, Estate Planning, and Trust Law. Attorney Mark F. Ornelias served on the County's Assessment Appeals Board, as general counsel to the San Joaquin County Employees' Retirement Fund, and as President of the Stockton Estate Planning Council as well.

Iacopi, Lenz & Company

Stockton, CA 95219

Iacopi, Lenz & Company has been serving the Stockton community with estate planning since 1978. Services include wills and trusts, lifetime family wealth transfers, tax and expense minimization, charitable giving, tax issues, and administration as well as personal financial planning, retirement planning, and elder care. Business services are also available, and the team of seasoned CPAs includes members of the AICPA and the California Society of Certified Public Accountants.

James L. Arrasmith Attorney at Law

9719 Lincoln Village Drive, Suite 504, Sacramento, CA 95827

James L. Arrasmith, Attorney at Law, is an estate planning lawyer. He provides legal services to individuals, families, and businesses in Stockton and the surrounding communities. Arrasmith assists clients in setting up trusts; creating wills; establishing advance healthcare directives; and appointing power of attorney. He also practices in other areas such as probate, personal injury, business and contract, and family law. James L. Arrasmith graduated from Suma Cum Laude in law school and finished his Juris Doctor degree as valedictorian.

Jeffrey E. Prag

Stockton, CA 95207

Jeffrey E. Prag is a Stockton estate planning group with over 25 years of experience in the field. Practice areas include estate planning, taxation, tax litigation, special needs trusts, estate and gift taxation, charitable giving, trusts and estates, wills, probate, and business law as well. Attorney Jeffrey E. Prag is rated AV Preeminent by Martindale-Hubbell and is known for personalized, compassionate service.

Kroloff, Belcher, Smart, Perry & Christopherson

Stockton, CA 95219

Kroloff, Belcher, Smart, Perry & Christopherson brings over 70 years of practice in estate planning to Stockton. Clients hire the group for estate planning, tax minimization, probate and trust litigation, trust administration, healthcare directives, durable powers of attorney, charitable trusts, irrevocable trusts, intra-family sales, and family business entities. The firm's lawyers include a Past President of the Stockton Estate Planning Council who also holds an AV rating from Martindale-Hubbell.

Law Office of Emily A. Wirowek

Brisbane, CA 95352

The Law Office of Emily A. Wirowek is an estate planning practice in Brisbane. The firm helps clients prepare for the future, protect their assets, and minimize risks and expenses via estate planning, living wills, advance directives, special needs planning, business formation and succession planning, and trust administration and probate. The attorney is known for personalized service as well as open communication and also makes house calls.

Law Office of Stephen T. Hodge

Elk Grove, CA 95624

The Law Office of Stephen T. Hodge serves Elk Grove with estate planning. The group protects the rights and interests of its clients via estate planning, probate, trust administration, business formation, and civil litigation and can handle wills, living trusts, and powers of attorney. Attorney Stephen T. Hodge is a member of the Probate & Estate Planning Section of the Sacramento County Bar Association, the Trusts & Estates Section of the State Bar of California, and the Federalist Society.

Neumiller & Beardslee

3121 W March Ln Ste 100, Stockton, CA 95219

Neumiller & Beardslee is an estate planning firm in Stockton. The group of attorneys and counselors was first founded in 1903 and handles a wide range of practice areas including estate planning, tax consequences, trusts, and probate. One of the principals has almost 45 years of experience in estate planning, has been named a Super Lawyer, served as President of the Stockton Estate Planning Council, and was a Captain in the U.S. Naval Reserve.

Ogden Law Firm, PC

Modesto, CA 95354

Ogden Law Firm, PC offers estate planning in Modesto and is backed by 45 years of practice in the field. Estate planning services cover wills, durable powers of attorney, advance health care directives, tax consequences, charitable planning, and probate, and other practice areas include business law, probate, debt collections, and real estate law. Attorney Ralph C. Ogden, III is a member of the Traynor Society and has received three American Jurisprudence Awards.

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Frequently Asked Questions

Q: How much does it cost to set up a trust?

A: The cost of setting up a trust varies quite a bit depending on a variety of factors, including terms that are in place, special provisions for minor beneficiaries, and trustees' basic fees. In most cases, the minimum cost of setting up a trust is about $1,500, but depending on the factors mentioned above, this cost can increase by thousands of dollars.

Q: Can you have both a will and a living trust?

A: Yes, and individuals who have a living trust should also have a will. While a living trust enables a person to leave funds and assets to a loved one when they're gone, a will is required to cover any assets that aren't included in the trust, such as guardianship of dependents, funeral plans, and forgiveness of outstanding debts, if applicable.

Q: Do I need a lawyer for a will?

A: No, a lawyer is not required to draft or complete a will. However, there are some scenarios in which hiring an estate lawyer to assist with a will is a good idea, including when children or high-value assets are involved. Additionally, an estate lawyer can help to reduce probate fees and taxes paid by loved ones after a person dies. It's also best to work with a professional to ensure that the will addresses everything necessary, such as funeral plans, guardianship, and asset distribution.

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