Estate Planning

I enjoy working with a variety of clients.

CA, Dec 1993
Bar Number: 167124

Certified Specialist in Estate Planning, Trust & Probate Law

Superior Court of California

California Bar Association, American Bar Association, Los Angeles County Bar Association

Speaker on effective estate planning techniques at continuing education seminars for lawyers and accountants. Taught Estate Planning at Whittier Law School as an Adjunct Professor.

Editor of the California Tax Lawyer magazine, 2000-2002
Presented paper in Washington, D.C. as a delegate of the Los Angeles County and California State Bar Tax Sections regarding charitable tax deduction issue.

Married couple with children wants to set up estate plan, consisting of revocable trust, wills and other documents, to pass on family wealth and provide for the administration of assets during incapacity.

Advising persons named as executor or trustee of someone else's will or trust, regarding administration issues including tax questions and distributions.

Estate planning for multigenerational family with over $40M in assets.

Assisting family with transfer of family owned and operated business.

Estate planning for single man with significant business interests.

2

California

The firm opened its doors for business in 2004. Catalino Law Offices is committed to providing personalized service of the highest quality. Advice is easy to understand, thorough and effective. Services are provided to individuals, couples and families.

Prior to forming Catalino Law Offices in 2004, I practiced for over 8 years in the Trusts and Estates Departments of two national law firms, Manatt, Phelps & Phillips, LLP, in Los Angeles, and the Orange County office of Baker & Hostetler LLP.

Formerly Member of the Long Beach Estate Planning and Trust Council and Orange Coast Estate Planning Council. Past President of the International Committee of the LA Philharmonic Association and the Italy America Chamber of Commerce West.

Obtained an LL.M. in Taxation Degree from Golden Gate University School of Law, with honors, in 1997 - Estate and Gift Tax, Estate Planning, Income Taxation of Trusts and Estates, and Corporate Tax.
Named as a Southern California Super Lawyer for Estate Planning and Probate in Los Angeles Magazine in 2009 and 2010. 
Recipient of highest degree peer review rating "AV" from Martindale-Hubbell.

Varies

(310) 979-3311

Monday through Friday
8:30 a.m. to 5:00 p.m.

After hours by appointment only.

Yes

Italian

Most estate planning services are provided on a fixed fee basis. A basic estate plan for a married couple (consisting of a living trust, wills, durable powers of attorney, healthcare directives, marital property agreement, and assistance with funding home) is generally between $2,500 and $4,000 for the couple. However, we rarely give a specific quote until the end of the one-hour consultation, because we need to understand each person's financial situation and estate planning goals in order to provide advice and make recommendations.

$350 for principal attorney; $200 for associate; $95 for paralegal time.

Yes. One hour for estate planning clients. Half hour for probate and trust administration clients.

Typical retainer is one-half of the fixed fees.