Copenbarger & Copenbarger LLP

Copenbarger & Copenbarger LLP

Copenbarger & Copenbarger, LLP strives to find comprehensive legal and financial solutions that suit your specific life circumstances and estate needs.

Firm Overview

Revocable Living Trusts (Amendments or Restatements): Generation Skipping/ Firewall; Tax Planning Trusts; Special Provisions including Drug abuse deterrent, special needs, minors trust, life residence estates, pets, spendthrift, etc.
Ancillary Documents
Wills (Codicils)
Durable power of attorney
Nomination of conservator
Advanced Healthcare directive
Deeds
Funding of Trust
Conservatorship
Prenuptial Agreement
Postnuptial Agreement
Irrevocable Trusts
Life insurance Trust
Charitable remainder Trusts
iPug (Medi-Cal/Asset Protection Trust)
Business Formation
Business Compliance and Maintenance
LLC’s
Incorporations
Business Compliance
Business succession planning
Tax Planning
Trust Administration (settling decedent’s and survivor’s estate)
Probate
Decedent Accounting
Main Office
South Coast Metro - Main Office
200 Sandpointe Ave. Suite 150
Santa Ana  CA  92707
Phone
  • 800-244-8814
Fax
  • 949-428-4740
Websites

Fees

Free Initial Consultation?
Yes
Services Offered For Fixed Fees?
Revocable Living Trusts (Amendments or Restatements): Generation Skipping/ Firewall; Tax Planning Trusts; Special Provisions including Drug abuse deterrent, special needs, minors trust, life residence estates, pets, spendthrift, etc.
Ancillary Documents
Wills (Codicils)
Durable power of attorney
Nomination of conservator
Advanced Healthcare directive
Deeds
Funding of Trust
Conservatorship
Prenuptial Agreement
Postnuptial Agreement
Irrevocable Trusts
Life insurance Trust
Charitable Remainder Trusts
iPug (Medi-Cal/Asset Protection Trust)
Business Formation
Business Compliance and Maintenance
LLC’s
Incorporations
Business Compliance
Business succession planning
Tax Planning
Trust Administration (settling decedent’s and survivor’s estate)
Probate
Decedent Accounting
Hourly Rates
Varies

Office Information

Office Hours
M-F 9-5
Office Manager
Chris Carroll
Emergency After Hours
Yes
Languages Spoken
English

Other Offices

Copenbarger Law Firm - San Jose Office
1250 Aviation Ave., Suite 260
San Jose,  CA  95110
Copenbarger Law Firm - Pasadena Office
215 North Marengo Ave., 3rd Floor
Pasadena,  CA  91101
Copenbarger Law Firm - Sacramento Office
180 Promenade Circle, Suite 300
Sacramento,  CA  95834
Copenbarger Law Firm - Capitola Office
2121 41st Avenue, Suite 204
Capitola,  CA  95010

What distinguishes your law firm from others?

Copenbarger & Copenbarger LLP. has had the pleasure of representing some incredible people over the years. Many of the clients we have helped with their estate plans have come through local churches both large and small across every denomination. We estimate our current clientele to be near 26,000 people throughout California and that number continues to grow. Every year we represent new clients and add those people to the Copenbarger family. Because our clients have been so loyal and committed to the Copenbarger firm, we try to show our gratitude by holding annual client seminars, and taking vacations together on Copenbarger Client Cruises. At Copenbarger & Copenbarger LLP., we believe our clients are the best any firm could represent.

Lloyd Copenbarger

Lloyd Copenbarger is senior partner of the firm and the firm’s founder, practicing all aspects of estate and tax planning in the firm’s office.


Practice Areas / Responsibilities


Mr. Copenbarger’s practice emphasizes the areas of estate planning, business, tax, and nonprofit law.


Professional Qualifications


Member, State Bar of California, Admitted 1979

Member, State Bar of Oklahoma, Admitted 1971

Member, State Bar of Ohio, Admitted 1976

Certified Specialist in Probate, Estate Planning, and Trust Law by the California Board of Legal Specialization, State Bar of California


Education


B.A., History and Political Science, University of Oklahoma, 1969

J.D., University of Oklahoma, 1971

L.L.M., University of San Diego, 1986

* Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers. Any past disbarments and suspensions (with possible exceptions for minor violations or nonpayment of dues, in our discretion) will be indicated accordingly in the badge. Member attorneys are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.

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