Best Lawyers Near You in Sherman Oaks, California for Trusts and Estates
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...
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...
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 ...
Maria-Soledad Otero is a top attorney recognized by Best Lawyers in the practice area(s) of Tax Law and Trusts and Estates. Maria-Soledad, who practices law in Los Angeles, California, has been recognized since 2023. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Maria-Soledad is held by other top lawyers in the same geographic and legal practice area.
Mary K. Ramsden is senior counsel for the firm, practicing primarily in the areas of trust and estate administration. Since 1994, she has been a Certified Specialist in Estate Planning, Trust and Probate Law (certified by the State Bar of California Board of Legal Specialization). She has been recognized as a “Southern California Super Lawyer” Ms. Ramsden was admitted to the California Bar in 1981. She received a B.A. degree from the University of California at Los Angeles, and a ...
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...
Marc M. Stern is a top attorney recognized by Best Lawyers in the practice area(s) of Family Law, Litigation - Trusts and Estates and Trusts and Estates. Marc M., who practices law in Los Angeles, California, has been recognized since 2010. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Marc M. is held by other top lawyers in the same geographic and legal practice area.
Scott Rahn is regarded as a top probate trial attorney, focusing on high-stakes private wealth disputes, fiduciary litigation, and contentious trust, probate estate and conservatorship cases. Mr. Rahn deftly helps guide clients - heirs, beneficiaries, trustees, executors, administrators, charities, creditors and conservators - through the emotional, legal and financial issues that arise when a loved one becomes compromised, is taken advantage of, and after they pass, whenever the theft, manip...
Paul is of counsel in the private client and tax team at Withers Bergman LLP. He has over 35 years’ experience focused on global planning matters. Paul is widely recognized for his practice in cross-border and entertainment tax planning. His clients have ranged broadly from high-net-worth individuals; foreign investors in U.S. real estate and other U.S.-situated assets; Americans with offshore investments, acquisitions and business activities; and actors, musicians, writers, producers, ...
Thomas Giordano-Lascari is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Thomas, who practices law in Los Angeles, California, has been recognized since 2023. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Thomas is held by other top lawyers in the same geographic and legal practice area.
Lydia Lee Lockett is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Lydia Lee, who practices law in Los Angeles, California, has been recognized since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Lydia Lee is held by other top lawyers in the same geographic and legal practice area.
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...
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, ...
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...
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...
Shawn S. Kerendian is the founder and Managing Partner of Keystone Law Group, P.C., and is a Certified Specialist in Estate Planning, Trust & Probate Law (State Bar of California, Board of Legal Specialization). Shawn founded Keystone to provide clients with specialized, focused and efficient legal services in probate, trust and estate matters. Shawn supervises and manages a team of probate attorneys in the administration and litigation of estates, trusts, conservatorships, and guardiansh...
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.