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Bauer and Shekerlian Law, APC
- 1131 E Main St #107, Tustin, CA 92780

Estate planning attorney, Attorney referral service ★4.0

1131 E Main St #107, Tustin, CA 92780, USA

4.0
BE AWARE...I met with the paralegal Anu Verma. She said the estate planning will be $1,500. When I asked to meet the attorney when signing the living trust, her face and demeanor changed. Once I filled out the papers given by Anu, I called to make the appointment to sign the papers and meet with the attorney to ask questions. She never returned any of my calls. I am not sure if she just uses his Phil Shekerlian's license or not, but something sounded shady and didn't add up. I was not going to pay $1,500 to a woman that may disappear tomorrow, or the office would close, and my trust would not stand in court. Please be careful and ask to meet with the attorney prior to giving any money to Anu or this firm. - Roya M
Bauer and Shekerlian Law, APC Overview Intro Services Detail Photos Location Reviews

Bauer and Shekerlian Law, APC Introduce

Welcome to a detailed look into Bauer and Shekerlian Law, APC, a firm that stands as a pillar of professional legal and financial guidance for the community in California. Located in Tustin, this firm has built a reputation for providing a wide array of services designed to meet the complex needs of individuals and businesses alike. From intricate estate planning to comprehensive business law and taxation, they are committed to helping clients navigate their financial and legal landscapes with confidence. Our goal is to provide a clear, factual overview of what makes Bauer and Shekerlian Law, APC a notable resource for legal and financial services in the region, helping you understand their offerings and how they can assist you.

Understanding the importance of reliable and trustworthy legal and financial advice is crucial, and this article aims to highlight the specific services and features that define this firm. We will delve into their accessibility, the scope of their work, and what past clients have said about their experiences. This information is crafted to be informative and useful, assisting you in making an informed decision should you require professional legal or financial counsel in the California area.

Bauer and Shekerlian Law, APC is a professional firm situated in Tustin, California, dedicated to offering a broad spectrum of legal and financial services. While their name suggests a focus on legal matters, their expertise extends to financial planning and accounting services as well, providing a holistic approach to their clients' needs. This integrated service model is particularly beneficial for those who require coordinated advice on matters involving both legal and financial implications, such as estate planning, business contracts, and tax strategies. The firm's location in the heart of Tustin makes it a convenient and accessible option for residents and businesses throughout Orange County and beyond.

The firm's mission, as reflected in its service offerings and client interactions, appears to be centered on providing personalized and expert guidance. They handle a variety of legal disciplines, including business law, employment law, and immigration, alongside a strong emphasis on estate planning and tax preparation. This diversity of services allows them to serve a wide client base, from individuals seeking to plan for their family's future to business owners navigating complex mergers and acquisitions. The blend of legal and financial expertise under one roof is a key feature that distinguishes them from more narrowly-focused firms.

For those located in or around Orange County, finding a reliable and accessible legal and financial partner is a priority. Bauer and Shekerlian Law, APC is conveniently located at 1131 E Main St #107, Tustin, CA 92780, USA. This central Tustin address places them within easy reach for many residents and businesses in the surrounding communities. The firm understands the importance of physical accessibility, offering a wheelchair-accessible car park, entrance, and toilet, ensuring that their services are available to all. Additionally, for convenience and flexibility, they offer both online appointments and on-site services, catering to the diverse needs of their clients' schedules and preferences.

Clients are encouraged to schedule an appointment, as the firm operates on an appointment-required and recommended basis. This ensures that each client receives dedicated time and attention from the professionals, allowing for a thorough discussion of their specific needs. The combination of easy physical access and flexible service options, including remote consultations, makes Bauer and Shekerlian Law, APC a modern and user-friendly choice for legal and financial services in California.

Bauer and Shekerlian Law, APC offers a comprehensive suite of services that cater to various legal and financial requirements. Their expertise is categorized into several key areas, providing clients with specialized support.

Services Offered:

  • Business Law:

    • Business Contracts
    • Business Planning
    • Mergers & Acquisitions
    • Exit Planning
    • Business Taxation
  • Estate Planning:

    • Comprehensive Estate Plans
    • Customized Estate Planning
    • Legacy Planning
    • Probate Lawyer and Trust Administration
    • Setting Up Trusts and Special Needs Trusts
    • Power of Attorney
  • Financial and Tax Services:

    • Tax Preparation and Filing
    • Sophisticated Tax Planning and Strategies
    • Wealth Management and Planning
    • Retirement Planning
    • Asset Protection
  • Other Legal Services:

    • Employment Law
    • Immigration & Naturalisation
    • Bankruptcy Laws
    • Legal Consultation and Advice

This extensive list showcases the firm's capacity to handle a wide range of legal and financial matters. The services are interconnected, with professionals often providing guidance that spans multiple disciplines, such as offering tax advice within the context of estate planning or business transactions. This integrated approach ensures that clients receive well-rounded and cohesive advice tailored to their unique circumstances.

Bauer and Shekerlian Law, APC has several features that are designed to enhance the client experience and demonstrate their commitment to professionalism and accessibility.

Features / Highlights:

  • Accessibility: The firm is highly accessible, offering a wheelchair-accessible car park, entrance, and toilet, which demonstrates a commitment to serving all members of the community.

  • Flexible Service Options: Clients can choose between online appointments and on-site services, providing flexibility and convenience. This is particularly valuable in today's fast-paced world, allowing for consultations from the comfort of one's home or office.

  • Appointment-Based Service: By operating on an appointment-required basis, the firm ensures that each client receives dedicated and focused attention without the rushed feeling of walk-in services.

  • LGBTQ+ Friendly: This is a notable feature, indicating an inclusive and welcoming environment for all clients.

These features highlight a firm that is not only focused on legal and financial expertise but also on creating a supportive and professional environment for its clients. The inclusion of amenities like a toilet also contributes to a comfortable on-site experience.

For those in California looking to connect with Bauer and Shekerlian Law, APC, the contact information is as follows:

Address: 1131 E Main St #107, Tustin, CA 92780, USA

Phone: (949) 233-2894

What is worth choosing?

Choosing a legal and financial partner is a significant decision, and several factors make Bauer and Shekerlian Law, APC a compelling option for those in California. The firm's comprehensive approach, combining legal expertise in business, tax, and estate planning with financial advisory services, allows for a truly integrated strategy. Instead of consulting with multiple professionals from different firms, clients can benefit from a coordinated effort under one roof, potentially leading to more efficient and effective outcomes. This is particularly valuable for complex situations that involve interconnected legal and financial issues, such as tax implications of estate plans or legal structures for new businesses.

Furthermore, the firm's dedication to client convenience, as evidenced by its online appointment options and accessible physical location, shows a modern and client-centric business model. The commitment to a welcoming environment, including being LGBTQ+ friendly, is another aspect that can make clients feel comfortable and respected. The positive reviews from clients, such as the one from the couple who "love Phil because he is a man with extremely high standards and integrity," speak to the trust and rapport the firm aims to build with its clients. While it is important to be mindful of all feedback, including concerns raised, the overall picture is one of a firm striving for excellence and integrity. The firm's focus on foundational legal services like business law and estate planning, combined with its financial acumen, positions it as a valuable asset for anyone seeking to secure their financial future and navigate legal complexities with confidence.

Bauer and Shekerlian Law, APC Services

  • Lawyer Referral Service

  • Business law
  • Employment law
  • Immigration & naturalisation
  • Tax law
  • Financial Advisor

  • Tax planning
  • Wealth management
  • tax preparation
  • Estate Planning Lawyer

  • A Tax Prep
  • Accounting Service
  • Asset Protection
  • Bankruptcy Laws
  • Business Contracts
  • Business Law
  • Business Planning
  • Business Taxation
  • Capital Gains
  • Comprehensive Estate Plans
  • Comprehensive Legal Advice
  • Customized Estate
  • Document Prep
  • Document Preparation
  • Estate Planning Asset Protection
  • Estate Planning Documents
  • Estate Planning For Singles
  • Exit Planning
  • Financial Advisors
  • Financial Planners
  • Financial Planning
  • For Probate Proceedings
  • Free Consultation
  • Funeral Arrangements
  • Individual Returns
  • Law Estate Planning
  • Legacy Planning
  • Legal Assistant
  • Legal Consultation
  • Legal Estate
  • Legal Issues
  • Legal Work
  • Mergers & Acquisitions
  • Mergers And Acquisitions
  • Personal Tax Planning
  • Personalized Estate Planning
  • Power Of Attorney
  • Probate Estates
  • Probate Lawyer
  • Probate Trust Admin
  • Retirement Planning
  • Setting Up
  • Setting Up Trusts
  • Sophisticated Tax Planning
  • Special Needs Planning
  • Special Needs Trusts
  • State Tax Laws
  • Supplemental Needs Trusts
  • Tax Advice
  • Tax Attorney
  • Tax Credits
  • Tax Filing
  • Tax Planning Law
  • Tax Planning Probate
  • Tax Planning Strategies
  • Tax Preparation
  • Tax Returns
  • Trust Administration
  • Trust Asset
  • Wealth Planning

Bauer and Shekerlian Law, APC Details

  • Service options

  • Online appointments
  • On-site services
  • Language assistance
  • Accessibility

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Amenities

  • Toilet
  • Crowd

  • LGBTQ+ friendly
  • Planning

  • Appointment required
  • Appointments recommended

Bauer and Shekerlian Law, APC Photos

No photos available at the moment.

Bauer and Shekerlian Law, APC Location

Bauer and Shekerlian Law, APC

1131 E Main St #107, Tustin, CA 92780, USA

Bauer and Shekerlian Law, APC Reviews

An average rating of ★4.6 from 11 user reviews.

honest

★ 5★ 4★ 3★ 2★ 1

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