Logo
Call Now: (949) 421-3030
icon (949) 421-3030 Contact Us

At LS Carlson Law, we understand the importance of preserving your legacy and ensuring that your wishes are honored.

Our estate planning attorneys provide customized legal strategies to safeguard your assets, minimize tax burdens, and protect your loved ones.

Whether you’re creating a will, trust, or advanced healthcare directive, we deliver personalized solutions that align with your goals.

Comprehensive Estate Planning Services

Our estate planning attorneys offer a wide range of services designed to address your unique needs. We specialize in:

- Will Creation: Ensuring your assets are distributed according to your wishes.

- Trust Formation: Avoiding probate and offering greater privacy and control over your estate.

- Guardianship Designations: Appointing trusted individuals to care for minor children.

- Healthcare Directives: Establishing medical preferences for critical decisions.

- Business Succession Planning: Securing the future of your business.

With a client-focused approach, we provide the tools and support necessary to achieve peace of mind.

Protecting Your Family’s Future

Creating an estate plan ensures your loved ones are provided for and protected in the event of unforeseen circumstances.

At LS Carlson Law, our estate planning attorneys address every detail to reduce potential disputes and ensure your family’s financial security. By crafting clear directives, we help eliminate confusion and conflict, allowing your family to focus on what truly matters.

A Simplified Process for Peace of Mind

At LS Carlson Law, we have designed an efficient and supportive process to create or update your estate plan:

1. Initial Consultation: Discuss your goals and concerns with our estate planning attorneys to determine the right approach for your situation.

2. Customized Plan Development: Drafting legally sound documents that align with your specific needs.

3. Review and Execution: Ensuring your estate plan is complete and legally binding.

Our goal is to make estate planning as straightforward and stress-free as possible, giving you confidence in your decisions.

Thoughtful, Comprehensive, Estate Planning Attorneys

Estate planning is a process that everyone should go through, regardless of age or assets. Our estate planning attorneys can help you create a customized solution that can be made up of a living trust, will, healthcare directives, and guardianship for minors. This process is important because it helps to protect your assets and ensure that your wishes are carried out in the event of your passing. We understand that estate planning can be a complex process, but working with our experienced attorneys can make it much easier. At our firm, we take a comprehensive and customized approach to estate planning. We'll work with you to identify your goals and create a plan that fits your needs. We'll also make sure that all your questions are answered and that all loose ends are taken care of. Contact us today to learn more about how we can help you plan for your future.

Icon

Creating a trust is a fundamental component of the estate planning process, offering flexibility and control over the distribution of assets. At LS Carlson Law, our estate planning attorneys provide guidance in establishing both revocable trusts and irrevocable trusts tailored to your goals.

Trusts protect your assets, minimize estate taxes, and ensure your wishes are upheld. Whether for personal assets, life insurance policies, or business interests, we help you craft a trust that aligns with your needs.

Icon

Transferring real estate property at death or as part of your estate plan requires precision and adherence to legal protocols.

Our experienced estate planning attorneys assist with transferring property to beneficiaries of estates, incorporating deeds into revocable living trusts, and ensuring compliance with tax regulations. By integrating real estate transfers into a comprehensive plan, we minimize complications and reduce inheritance taxes.

Icon

Appointing guardians for minor children is an essential step in the estate planning process. At LS Carlson Law, we draft clear and legally binding estate planning documents that designate guardianship, protecting your children’s future.

From managing personal property to ensuring their well-being, we provide legal advice to create a plan that reflects your wishes and safeguards your family’s stability.

Icon

For business owners, proper planning is crucial to ensure a smooth transition of ownership.

Our qualified estate planning attorneys help you develop strategies to transfer business interests, designate successors, and address tax implications such as gift taxes and income taxes.

We collaborate with tax professionals to create an effective succession plan that supports your business’s continuity and protects its value.

Icon

Administering an estate after death can be a complex process, requiring attention to legal and financial details.

LS Carlson Law offers advanced estate planning assistance to ensure the seamless administration of estates. From distributing assets to filing necessary documents, our estate attorneys provide the support needed to honor your wishes and maintain compliance with estate laws.

Icon

A well-crafted will is the foundation of any estate plan, clearly outlining the distribution of assets to your chosen beneficiaries. At LS Carlson Law, we create customized living wills and estate planning documents that reflect your wishes. We address estate taxation, identify favorite charities for charitable gifts, and ensure all legal documents are valid and enforceable.

Icon

Reducing tax liabilities is a critical part of estate planning. Our estate tax planning services focus on minimizing estate taxes, inheritance taxes, and other financial burdens that may arise during the transfer of assets.

By utilizing advanced estate planning strategies, such as irrevocable trusts and health care directives, we help maximize the value of your estate for your beneficiaries.

Icon

Estate plans require regular updates to ensure they align with changes in your life or tax laws.

At LS Carlson Law, we offer thorough reviews of your accounts of estate planning, ensuring your documents reflect your current wishes and circumstances.

Whether addressing new beneficiaries, adjustments to life insurance policies, or updates to your health care directive, we provide advanced estate planning assistance to keep your plan effective and up to date.

325+

FIVE-STAR REVIEWS
Read reviews

Estate Planning Resources

A Professional Strike Force for Your Legal Matters

LS Carlson Law is comprised of battle-tested, highly skilled lawyers who operate with a single objective – to win. We prioritize efficiency and innovative strategies, and in doing so, have waged war on the “old way of doing things.”

At LS Carlson Law, our estate planning attorneys are committed to helping you achieve your estate planning goals with precision and care.

Whether you’re establishing a trust, designating guardians, or planning your estate taxes, our qualified attorneys provide tailored solutions for all aspects of life planning.

Kirk Pearson, Esq.

Partner

Jeffrey Kominsky, Esq.

Partner

David Lehr, Esq.

Partner

Ryan Davies, Esq.

Partner

Keith Lehman, Esq.

Partner

Steven Shack, Esq.

Partner

Vasko Alexander, Esq.

Senior Associate

Larissa Branes, Esq.

Senior Associate

Tate Casey, Esq.

Senior Associate

Shelby Daws, Esq.

Senior Associate

Michele Hobby, Esq.

Senior Associate

Linda Honey, Esq.

Senior Associate

Allegra Knopf, Esq.

Senior Associate

Christine Lowe, Esq.

Senior Associate

Scott McDonald, Esq.

Senior Associate

Kevin Mueller, Esq.

Senior Associate

Joseph Sarnowski, Esq.

Senior Associate

Carolyn Stiffler, Esq.

Senior Associate

Justin Walley, Esq.

Senior Associate

Ahmet Brown, Esq.

Associate

LS Carlson Law Attorney Kelli Brown
Kelli Brown, Esq.

Associate

Richard Canada, Esq.

Associate

Jocelyn Chidsey, Esq.

Associate

Jayme Day, Esq.

Associate

Kevin Hirsh, Esq.

Associate

Stephen (Rusty) Kozak, Esq.

Associate

Daniel Lopez, Esq.

Associate

Stephanie Reyes, Esq.

Associate

Daniela Tolliver, Esq.

Associate

Chris Xouleis, Esq.

Associate

Diane Acuna

Paralegal

Patti Bell

Accounts Receivable

Dawn Craig

Administrative Assistant

Lisa Gilmore

File Clerk

Taunya Henley

Senior Paralegal

Jordan Johnson

Accounts Receivable Assistant

Casie Meade

Client Services Specialist

Julia Melnick

Director of Administration

Kitty Nix

Client Services Specialist

Emely Ramos

Paralegal/Administrative Assistant

Kyler Roseth

Client Activation Coordinator/Administrative Assistant

Kelci Schmidt

Legal Assistant

Mollie Streit

Director of Client Services

Lisa Taylor

Paralegal

Wayne Teats

Director of Billing Services

Andrew Thomas

Client Services Specialist

Lizeth Torres

Legal Assistant

Kat Urrutia

Client Activation Coordinator/Assistant Case Manager

David Ward

Accounts Receivable

Claire Williams

Executive Administrative Assistant

Tell Us About Your Estate Planning Needs

When you hire LS Carlson Law, you can be assured you’ll be getting a firm fully dedicated to achieving your estate planning objectives. Don’t take our word for it, we encourage you to take a look at the numerous five-star client reviews. If you are ready to get started with a plan tailored to your exact needs and situation, call us or fill out the form to set an appointment.

Schedule a Consultation (949) 421-3030

Frequently Asked Questions

Icon

Estate planning ensures that your assets are distributed according to your wishes and minimizes potential tax liabilities. It also provides legal mechanisms, such as powers of attorney and health care directives, to manage your financial and medical decisions in case of incapacity. Working with an experienced estate planning attorney can help you create a legally sound plan to protect your family and legacy.

Icon

A will outlines how your assets should be distributed after death and may require probate, while a trust allows for the transfer of assets without court involvement. Trusts, including revocable living trusts and irrevocable trusts, offer privacy and control over your estate. An estate planning lawyer can help determine which option best suits your needs.

Icon

Effective estate tax planning involves strategies like creating trusts, gifting assets during your lifetime, and donating to favorite charities. These measures can help minimize estate taxes, gift taxes, and inheritance taxes. Consulting a qualified estate planning attorney ensures that your plan complies with current tax laws and maximizes benefits for your beneficiaries.

Icon

It is recommended to review your estate plan every 3–5 years or after major life events such as marriage, divorce, the birth of a child, or significant changes in assets. Regular updates ensure your estate planning documents align with your current wishes and legal requirements. An estate law attorney can assist with revising your plan as needed.