Best Lawyers Near You in Long Beach, California for Trusts and Estates
Carol Johnston works with individual clients to develop sophisticated planning techniques for the preservation and protection of family wealth. Her advice covers an array of estate and tax planning issues, and she represents fiduciaries and handles administration of estates and trusts. Widely recognized in legal industry publications as a leading lawyer for trusts and estates, Carol is praised by peers as "knowledgeable" and someone who "works well with others." Carol is recognized as a leadi...
David Nelson is co-chair of Loeb & Loeb’s Trust and Estate Litigation Practice. Previously, he served as chair of the firm’s Los Angeles Trusts and Estates Practice. He concentrates on trust, probate and conservatorship litigation including: litigation and disputes involving trusts, decedents’ estates and conservatorships; will and trust contests; breach of fiduciary duty claims; and interpretation of testamentary instruments. David also has an appellate practice. His pr...
Rodney Lee is a seasoned trial attorney focusing on private wealth and general business disputes for clients ranging from high net worth individuals, including professional athletes and entertainers, to entrepreneurs and startup companies. With more than 15 years of experience in general business and trust and estate matters, he navigates his clients through complex business and interpersonal issues obtaining favorable results in state, federal, and alternative dispute resolution forums. Rodn...
Gabrielle Vidal is co-chair of Loeb & Loeb’s Trust and Estate Litigation Practice. She concentrates on high-net-worth trust, probate, conservatorship, and guardianship litigation, and is known for her success at trial in high profile private wealth disputes. Most recently, she served as lead trial counsel to Sumner Redstone, controlling shareholder of Viacom Inc. and CBS Corp., securing complete dismissal of the matter after the first day of trial. Cited by The Wall Street Journal a...
Paul Frimmer focuses on estate planning, wills and trusts, probate and trust administration, postmortem tax planning, probate litigation, art law, charitable giving, and tax issues relating to these matters. Widely regarded as one of the top estate planning attorneys in the country, Paul has received numerous accolades for his work. He’s known for taking a collaborative approach with his clients and guiding them toward the best decisions tailored to meet their individual needs. Paul has...
Stefanie J. Lipson's practice focuses on providing families with counsel in all aspects of their personal legacy planning, including operation and succession planning for family owned businesses, tax efficient long term wealth transfer solutions, and funding and ongoing administration of family foundations. Stefanie specializes in providing tax counsel for multi-generational family owned businesses, real estate entrepreneurs and high profile entertainment industry figures. Her close relations...
Jeff Marvan is the lead attorney at MarvanLaw, A.P.C. MarvanLaw, A.P.C. is a boutique firm focused on probate litigation, trust litigation, estate planning, guardianships, and conservatorships. After graduating from UC Davis’ King Hall School of Law, Jeff began his legal career a public defender in Yolo County. Over the four years at the public defender office Jeff handled misdemeanors, felonies, juvenile delinquencies, dependencies, and LPS Conservatorships. This time period allowed Je...
Chang H. Chae is a member of the firm, practicing in the areas of estate planning, trust administration and probate, entity formation and tax and charitable planning. Mr. Chae is a Certified Specialist in Estate Planning, Trust and Probate Law (certified by the State Bar of California Board of Legal Specialization) and is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He is a former Co-chair of the Executive Committee of the Trusts and Estates Section of the Beverly Hil...
Vivian Lee Thoreen chairs the firm's California Private Wealth Services Group. She is a litigator and experienced trial attorney whose practice – both in Superior Court and in the California Courts of Appeal – focuses on complex trust, estate, conservatorship and guardianship matters. She represents individuals, families, charities and financial institutions in cases including will and trust disputes, contested conservatorships and guardianships, breach of fiduciary duty matters, ...
Sean D. Muntz serves as Managing Partner of RMO LLP. Sean is an experienced trial and appellate lawyer, with litigation experience spanning a broad range of subject matters, including banking, general commercial, employment, probate, real estate, securities, intellectual property, maritime and environmental disputes. Sean has litigated matters in state and federal courts throughout California, and in alternative dispute resolution forums, including AAA and JAMS, and before the NASD/FINRA and ...
Stanley Heyman is a lawyer recognized by Best Lawyers in the practice areas of Tax Law and Trusts and Estates. Stanley practices law in Los Angeles, California Best Lawyers has recognized Stanley Heyman since 2025. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Stanley Heyman is held by other lawyers.
Linda Deitch's practice focuses on estate and tax planning for individual clients, the representation of fiduciaries, and the administration of estates and trusts. Her experience includes various aspects pertaining to such clients, including drafting revocable and irrevocable trusts, estate administration and probate proceedings, and diverse transfer tax techniques. Ms. Deitch also has experience in the area of charitable gift planning and exempt organizations.
Elizabeth is a partner in the private client and tax team at Withers Bergman LLP. She focuses her efforts on estate planning, planned giving and tax-exempt organizations. Elizabeth represents clients in matters related to family wealth transfers for large estates, sophisticated estate and gift tax saving techniques, charitable planned giving, and complex probate and trust administrations. She also regularly represents tax-exempt organizations in formation, organizational and operational issue...
Danielle Miller focuses her practice in the areas of estate planning; probate and trust administration; related income, gift, estate and property tax matters; and entity formation. Her clients include high net worth individuals and families, fiduciaries, and closely held businesses. She advises clients on the drafting of revocable and irrevocable trusts, business succession planning, charitable gift planning, and all aspects of estate administration and probate procedures. Recently, Danielle ...
Stu Tobisman focuses his practice on estate and tax planning for individual clients and on the administration of estates and trusts. His clients include prominent individuals in industry, commerce and entertainment, as well as individuals, banks, and trust companies acting in fiduciary capacities. He also advises owners of closely held businesses in connection with estate and tax-planning matters. Known for his technical abilities and personable approach, Stu enjoys helping his clients identi...
Our Methodology
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
The Process
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
