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
LLCâÃÂÃÂs
Incorporations
Business Compliance
Business succession planning
Tax Planning
Trust Administration (settling decedentâÃÂÃÂs and survivorâÃÂÃÂs 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
-
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
LLCâÃÂÃÂs
Incorporations
Business Compliance
Business succession planning
Tax Planning
Trust Administration (settling decedentâÃÂÃÂs and survivorâÃÂÃÂs estate)
Probate
Decedent Accounting
200 Sandpointe Ave. Suite 150
Santa Ana CA 92707
- 800-244-8814
- 949-428-4740
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
LLCâs
Incorporations
Business Compliance
Business succession planning
Tax Planning
Trust Administration (settling decedentâs and survivorâs estate)
Probate
Decedent Accounting
- Hourly Rates
-
Varies
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
LLCâs
Incorporations
Business Compliance
Business succession planning
Tax Planning
Trust Administration (settling decedentâs and survivorâs estate)
Probate
Decedent Accounting
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
1250 Aviation Ave., Suite 260
San Jose, CA 95110
215 North Marengo Ave., 3rd Floor
Pasadena, CA 91101
180 Promenade Circle, Suite 300
Sacramento, CA 95834
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 firmâs founder, practicing all aspects of estate and tax planning in the firmâs office.
Practice Areas / Responsibilities
Mr. Copenbargerâs 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
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