Mortensen & Reinheimer, PC
8 Corporate Park
Suite 300
Irvine, CA 92606
Phone: (714) 573-7149 | Fax: (714) 573-9026
http://www.ocestateplanning.net
Wills, Trusts & Estates
I prefer to work with clients who are committed to establishing a complete, high-quality estate plan by a qualified estate planning attorney.
CA, Dec 2004
Bar Number: 234257
All California courts, and the United States District Court, Central Division
Orange County Bar Association, Los Angeles County Bar Association, American Bar Association
I have completed 30+ hours of continuing education in estate planning and elder law.
No
I have helped clients plan their estates with revocable and irrevocable trusts, powers of attorney, property agreements, and other planning strategies.
I have also administered trusts and probate estates, coordinated with clients and tax professionals on federal estate tax returns, and guided clients through the incapacity of a loved one.
Juris Doctor
Whittier Law School
Costa Mesa
CA
2004
Dean's List
Moot Court Honor's Board, and Trial Advocacy Honor's Board
B.A.
University of California at Santa Barbara
Santa Barbara
CA
1994
Communications
2
California
We believe that protecting what you have earned and planning to provide for your loved ones are the most important estate planning objectives. We make it our mission to ensure your estate plan accurately reflects your desires and aggressively protects your wealth. That means working with you on a continuing basis to update your plan so it always fits your lifestyle.
MORTENSEN & REINHEIMER, PC is dedicated to superior service and personal attention. We make ourselves personally available to each one of our clients to answer questions and meet with you to discuss changes to your estate plan and new opportunities, especially as tax laws change. Remember, building an estate plan is not a one-time transaction, but a long-term relationship with your attorney. Be sure to select an estate planning lawyer that you can respect and trust!
Associate with a Los Angeles based trusts and estate planning firm.
I am an active member of Orange County and Los Angeles County Bar associations.
It is very important for a client to understand the ramifications of NOT planning their estate, and for a general understanding of the tax laws in relation to passing their wealth during life or at death. With some basic knowledge, a client will be much more inclined to pay closer attention to their estate plan.
Yes, I am willing to review documents prepared by clients.
No, I am not willing to coach clients that want to represent themselves.
I became a lawyer because I am passionate about the law and helping people find effective legal solutions for their real-world problems.
I have had intensive experience in estate planning right from the start of my legal career. I have learned more in the first years of practicing law than many staff attorneys learn in their careers. I have managed probates from beginning to end, appeared in court on a variety of probate and trust matters, and drafted estate plans for all types of issues.
I love estate planning because it provides people with some control over their hard-earned assets, and the peace of mind that their families will be taken care of in the future.
I am very satisfied when a client leaves my office and says "Now I can have some peace of mind knowing I have done this."
We are committed to making the estate planning process efficient and understandable. We give each client the care and attention they deserve in what can be a delicate and emotional process.
I take pride in being able to explain complicated legal issues in a common sense way. I also make it a point to be available to clients in person and by phone, and to return phone calls promptly.
My style is organized, empathetic and aggressive in representing client's needs.
I enjoy spending time outdoors with my dog, and entertaining family and friends with good food and wine.
W. Robert Price
(714) 573-9026
Monday through Friday
9:00 a.m. to 6:00 p.m.
Saturday appointments on an as needed basis
No
No
Estate plan packages start at $1,200 for a single person trust, up to $3,500 for advanced plans and business formation services. Simple Wills are $600, and Powers of Attorney are $150 each.
$250 per hour
I offer a free 1 hour initial consultation that does not include any document review or specific individual legal advice.
$1500
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