Our estate planning practice is devoted entirely to serving clients throughout California in the areas of Estate Planning, Business Planning, Asset Protection and Elder Law.
Clients need estate planning services in order to put their affairs in order. However, not all estate planning practices are the same. Our practice focuses on delivering highly customized estate plans. Through counseling, we save taxes, reduce costs, protect families and provide highly personalized services. Our client’s expectations are regularly exceeded.
The foundation of our practice is delivering outstanding service that our clients expect and deserve. Our techniques include everything from simple wills and living trusts to sophisticated tax and business succession strategies. We are a results-oriented firm, committed to being recognized as leaders by our clients, other legal professionals and the community in which we live and work.
Toni DeGasperin is a Certified Specialist in Probate, Estate Planning and Trust Law by the State Bar of California Board of Legal Specialization. She graduated with Honors from Ohio State University receiving her Bachelor of Science degree in Business Administration. Toni received her Juris Doctorate from University of San Diego School of Law and is admitted to practice in all courts in California.
Toni is also admitted to practice in the United States District Court, Central, Southern, and Northern Districts and United States Court of Appeals for the Federal Circuit. She is a member of the California Bar Association, Orange County Bar Association, Member of the Estate Planning, Probate & Trust and Elder Law Sections, Wealth Counsel and Past President of the Federal Bar Association, Beverly Hills Chapter.
Toni served our country for five years in the Judge Advocate General’s Department, United States Air Force. She is active in her community. She serves in the Justice & Trafficking Initiative and Children’s Ministry at Saddleback Church.
Toni focuses on customized, comprehensive estate, charitable and family legacy planning. In addition to the preparation of trusts and estate planning documents, the practice includes elder abuse matters, probate, trust administration, and conservatorships.
Wealth Counsel Estate Planning Strategies: Collective Wisdom, Proven Techniques, edited by Randy Gardner and Leslie Daff, copyright 2009.
Drafting Effective Wills and Trusts, published by National Business Institute, copyright 2008, “Basic Tax Considerations – What You Need to Know in Order to Choose the Appropriate Plan”.
A Guide to Family Relations for Rwandan Christians, published by Saddleback Church’s Justice Task Force, Summer 2009, “Protecting Families By Making a Valid Will”
TEACHING ASSIGNMENTS & PRESENTATIONS:
Continuing Education courses for attorneys and CPA’s on various topics including: Planning with IRAs and Qualified Plans, Drafting Effective Wills and Trusts, Probate Basics, Estate Tax Planning Formulas & Generation-Skipping Transfer Taxes.
Estate Planning Lecturer at Saddleback Community College, multiple Community Senior Centers and Senior Residences, and for Professional Fiduciaries and Seniors Real Estate Specialists.
Training of International Justice Mission attorneys, as well as pastors, in Rwanda, Africa 2009 and 2010.
Adjunct Professor of Law at the Northrop University School of Law 1987.
Bio Coming Soon…
23232 Peralta Drive, Ste. 115
Laguna Hills, CA 92653
647 Camino de los Mares, Ste. 225
San Clemente, CA 92673