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
LLCs
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 LLCâs Incorporations Business Compliance Business succession planning Tax Planning Trust Administration (settling decedentâs and survivorâs 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
Copenbarger Law Firm - Pasadena Office
215 North Marengo Ave., 3rd Floor
Pasadena
Copenbarger Law Firm - Sacramento Office
180 Promenade Circle, Suite 300
Sacramento
Copenbarger Law Firm - Capitola Office
2121 41st Avenue, Suite 204
Capitola
Estate Planning
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.