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Trust Law Attorneys in California

Trust Law Attorneys in San Luis Obispo, CA

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Here is a complete directory of nearly every local Trust Law Attorneys in San Luis Obispo, CA.

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18 results found

Gregory Abel San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advocate • Legal Aide • Jurist • Paralegal

Experience & Education

Office:
Wendt & Abel A Professional Law Corporation
21 Santa Rosa Street, Suite 200, San Luis Obispo, CA 93405
Phone:
(805) 543-3287 (Phone)
Specialties:
Divorce, Custody
ISLN:
909568984
Admitted:
1981, California
Biography:
Greg Abel has been in practice since 1981. With a background in civil litigation, Greg has...
Full Profile

Stephen Hall San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Stephen K. Hall & Associates
756 Santa Rosa Street, San Luis Obispo, CA 93401
Phone:
(805) 543-8989 (Phone), (805) 547-3837 (Fax)
Specialties:
Estate Planning, Elder Law
ISLN:
906762088
Admitted:
1988, California
Full Profile

Matthew O'leary San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Stephen K. Hall & Associates
756 Santa Rosa Street, San Luis Obispo, CA 93401
Phone:
(805) 543-8989 (Phone), (805) 547-3837 (Fax)
Specialties:
Probate Litigation, Probate
ISLN:
921500931
Admitted:
2010, California
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Martin Moroski San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Team Member • Chief Executive

Experience & Education

Office:
Adamski Moroski Madden Cumberland & Green LLP
San Luis Obispo, CA 93403
Phone:
(805) 242-4737 (Phone)
Specialties:
Appellate Practice, Business Litigation
ISLN:
902365221
Admitted:
1981, California, U.S. District Court, Northern, Eastern, Central and Southern Districts of California
Biography:
Associate, Sedgwick, Detert, Moran & Arnold, San Francisco, 1980-1984. Partner, Sinsheimer,...
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Jed Hazeltine San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Revenue Agent • Nurse • Nurse Practitioner

Experience & Education

Address:
778 Osos Street Suite C, San Luis Obispo, CA 93401 - Property Information
Phone:
(805) 439-2323 (Office)
Address:
778 Osos St Ste C, San Luis Obispo, CA 93401 - Property Information
Phone:
(805) 439-2323 (Office)
Specialties:
Estate Planning - 45%(12 years)
Litigation - 25%(12 years)
Licenses:
California - Active     1999
Nevada - Attorney Inactive     2005
Experience:
Principal Attorney at Central Coast Estate Planning & Fiduciary Services     2010-present
School:
Golden Gate University     2006
Degree:
LL.M - Master of Laws - Taxation
School:
Santa Clara University School of Law     1999
Degree:
JD - Juris Doctor - Doctor of Jurisprudence/Juris Doctor (J.D.)
Languages:
English
Awards:
Executive Fellowship - C.S.U. Sacramento     1994
Academic Honor Society - Pi Gamma Mu     1992
Associations:
American Bar Association, Real Property, Trust and Estate Law Section, Estate and Gift Tax Tax Committee      2006-present
American Bar Association, Real Property, Trust and Estate Law Section, Individual and Fiduciary Income Tax Committee      2006-present
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Jed Hazeltine San Luis Obispo, CA

Professions & Specialties

Fiduciary • Conservator • Trust Law Attorney • Lawyers

Experience & Education

Office:
Central Coast Estate Planning & Fiduciary Services
778 Osos Street, Suite C, San Luis Obispo, CA
Specialties:
Estate Planning, Probate & Trusts, Trust Litigation
ISLN:
916019356
Admitted:
1999
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Stephen Hall San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Security • Juris Doctor • Bachelor of Arts

Experience & Education

Company:
Stephen K. Hall & Associates
Address:
756 Santa Rosa Street, San Luis Obispo, CA 93401 - Property Information
Specialties:
Trusts - 25%
Estate Planning - 25%
Licenses:
California - Active     1989
School:
Tulane University Law School     1983
Degree:
JD - Juris Doctor - Law
School:
California State University, California Polytechnic State University     1980
Degree:
BA - Bachelor of Arts
Languages:
English
Associations:
American Bar Association - Member
National Academy of Elder Law Attorneys - Member

Stephen has nearly 25 years of experience as an estate planning, trust and elder law attorney over...

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Diane Davies San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Financial Analyst • Controller • Accounting Bookkeeper • Bookkeeper • Treasurer • Division Manager • Manager • Department Manager • Financial Officer • Financial Manager • Department Supervisor • Operations Manager • Collector • Repossessor • Collections Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Professional Fiduciary at Davies & Glenn, Fiduciary Associates
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Davies & Glenn, Fiduciary Associates Professional Fiduciarysince Mar 2010County of San Luis Obispo Financial Analyst - Treasurer, Tax Collector, Public AdministratorAug 1997 - Feb 2009
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Diane Davies San Luis Obispo, CA

Professions & Specialties

Fiduciary • Attorney At Law • Law Specialist • Trust Law Attorney • Lawyers • Partner • Chief Executive • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Real Estate Manager • Certified Financial Planner • Puchasing and Estimating Manager

Experience & Education

Position:
Partner at Davies & Glenn, Fiduciary Associates, Attorney at Diane E Davies, Attorney at Law
Title:
Partner at Davies & Glenn, Fiduciary Associates
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Davies & Glenn, Fiduciary Associates Partnersince May 2010Diane E Davies, Attorney at Law Attorneysince Jan 2009
Skills:
Trusts, Powers of Attorney, Wills, Estate Planning, Estate Administration, Fiduciary Services,...
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Amity Perry San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Instructor • Pedagogue • Office Assistant • Publisher • Representative • Office Clerk • Clerical Specialist • Publishing Professional • Chief Administrative Officer • Chair of Committee • Chief Executive • Chairperson • Analysts • Business Consultant • Advisor • Operations Manager • Management Team Executive • Community Service Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Government Administration Professional • Software Developers

Experience & Education

Position:
Business Education Instructor at Cuesta College
Location:
San Luis Obispo, California Area
Industry:
Higher Education
Work history:
Cuesta College - San Luis Obispo, California AreaBusiness Education Instructorsince 1997County of San Luis Obispo - San Luis Obispo, California AreaAdministrative Services Officer2001 - 2006
Skills:
Customer Service, Strategic Planning, Training, Project Management, Public Speaking, Microsoft...
Certifications:
Microsoft Office Specialist (MOS) – Word 2010, Microsoft
Microsoft Office Specialist (MOS) – Excel 2010, Microsoft
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Brent Taylor San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Assistant Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Banker • Teller • Financial Services Professional • Financial Services Sales Agent • Director of Operations • Operations Manager

Experience & Education

Position:
AVP/Loan Operations Assistant Manager at Rabobank
Title:
at Rabobank
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Rabobank AVP/Loan Operations Assistant Managersince Jun 2010JPMorgan Chase Personal BankerMar 2008 - Jun 2010
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Jed Hazeltine San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Principal Attorney at Central Coast Estate Planning & Fiduciary Services
Location:
San Luis Obispo, California Area
Industry:
Legal Services
Work history:
Central Coast Estate Planning & Fiduciary Services Principal Attorney
Full Profile

Kevin Mclaughlin San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Fiduciary Investment Risk Management
Title:
Owner, Fiduciary Investment Risk Management
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Fiduciary Investment Risk Management - Alpha Won Capital ManagementOwnersince Jan 2009
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Kathee Glenn San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Davies & Glenn Fiduciary Services
Title:
Owner, Davies & Glenn Fiduciary Services
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Davies & Glenn Fiduciary Services Owner
Full Profile

K Mclaughlin San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Owner, Fiduciary Investment Risk Management
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Full Profile

Robert Field San Luis Obispo, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Operations Manager • Director of Operations • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Training and Coaching Professional • Professional Development Teacher • Volunteer • Non-Profit • Owner • Project Managers • Chief Executive • Sales Account Associate • Account Service Manager • Sales Executive • Security • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Business Administration • Bachelor of Science • Psychologist • Wellness and Fitness • Psychology Specialist

Experience & Education

Position:
Operations Manager at Athlon Fitness & Performance
Location:
San Luis Obispo, California Area
Industry:
Professional Training & Coaching
Work history:
Athlon Fitness & Performance - San Luis Obispo, California AreaOperations Managersince Sep 2011Clayhouse Wines - Paso Robles, CATasting Room SalesOct 2009 - Feb 2012
Skills:
Customer Service, Operations Management, Inventory Management, Banking, Sales Operations,...
Full Profile

Anna Lacy San Luis Obispo, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Administrative Associate • Supporting Member • Administrative Clerk • Clerical Specialist • Team Member • Managing Broker • Owner • Financial Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Buyer • Buyer and Seller • Sales Representative • Non-Profit • Managers • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Advertising Professional • Advertising Sales Agent • Financial Services Professional • Financial Services Sales Agent • Student Worker • Recruitment

Experience & Education

Position:
Administrative Assistant at San Luis Obispo Regional Transit Authority, Managing Broker/Owner at...
Title:
at San Luis Obispo Regional Transit Authority
Location:
San Luis Obispo, California Area
Industry:
Real Estate
Work history:
San Luis Obispo Regional Transit Authority Administrative Assistantsince Jul 2010First Choice Business Brokers Managing Broker/Ownersince Aug 2007
Full Profile

Kurt Jackson San Luis Obispo, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager

Experience & Education

Position:
President at Central Coast Wealth Management LLC
Title:
President-Central Coast Wealth Management
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Central Coast Wealth Management LLC Presidentsince Jan 2008UBS Financial Services VP-InvestmentsDec 2002 - Jan 2008
Certifications:
Certified Financial Planner CFP®, Certified Financial Planner Board of Standards
Certified 401k Professional C(k)P®, The Retirement Advisor University (TRAU)
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Trust Law Attorneys near San Luis Obispo, CA012Morro BayPismo BeachAvila BeachLompocSanta MariaKing City


Trust Law Attorneys around San Luis Obispo, CA

Avila Beach  (1)
King City  (1)
Lompoc  (1)
Morro Bay  (2)
Pismo Beach  (1)
Santa Maria  (1)

Trust Law Attorneys in California

Sub-specializations

Fiduciary  (18)