Copenbarger & Copenbarger LLP

- 200 Sandpointe Ave suite 150, Santa Ana, CA 92707

Planning for the future is one of the most important steps you can take to protect yourself, your loved ones, and your assets. In California, where legal matters can often be complex, having a trusted partner who specializes in estate and business law is invaluable. Copenbarger & Copenbarger LLP is a distinguished law firm with a deep commitment to helping individuals and families navigate these critical legal areas. With a focus on a wide array of services—from creating a simple will to complex trust and estate litigation—they provide the guidance and expertise needed to secure your financial and personal legacy. They understand that each client's situation is unique, and they work diligently to craft personalized solutions that align with their goals and values.

The firm operates on the principle that effective legal counsel is about more than just drafting documents; it's about building lasting relationships and providing peace of mind. They believe in educating their clients, ensuring they fully understand the legal tools at their disposal and the implications of their choices. This educational approach is a cornerstone of their practice, whether it's through one-on-one consultations or public seminars. The legal landscape surrounding trusts, estates, and tax law is constantly evolving, and Copenbarger & Copenbarger LLP stays at the forefront, equipped with the knowledge to protect their clients from potential pitfalls. Their experienced team is dedicated to providing meticulous, professional, and compassionate service to every person they represent, making sure their affairs are in order and their future is secure.

Their reputation is built on decades of service to the California community, helping thousands of clients with their estate and business planning needs. From small businesses to large family estates, they offer a full spectrum of legal services designed to protect assets, minimize tax burdens, and ensure a smooth transition of wealth between generations. By taking a holistic view of each client’s circumstances, they are able to identify potential issues and implement proactive strategies. This comprehensive approach, combined with their strong ethical standards and client-focused philosophy, has made them a go-to resource for individuals and families seeking expert legal guidance in Santa Ana and beyond.

Copenbarger & Copenbarger LLP is conveniently located in Santa Ana, California, at 200 Sandpointe Ave suite 150, Santa Ana, CA 92707, USA. The office is situated in a professional and accessible area, making it easy for clients from throughout Orange County to visit for consultations. Its central location near major thoroughfares ensures that travel to and from the office is straightforward and efficient, reducing the stress often associated with legal appointments.

The firm is committed to providing a welcoming environment for all clients. They have incorporated key accessibility features to ensure that everyone can comfortably access their services. The building includes a wheelchair-accessible car park, making it convenient to park close to the office entrance. Once inside, clients will find a wheelchair-accessible toilet, which is a necessary amenity for those with mobility challenges. The firm also offers flexibility with online appointments and on-site services, recognizing that not everyone can make it into the office. Appointments are required or recommended to ensure that each client receives the dedicated time and attention they deserve. This commitment to accessibility and convenience underscores their dedication to serving the entire community.

Copenbarger & Copenbarger LLP is a full-service law firm with a strong focus on estate planning and business law. Their comprehensive list of services is designed to meet the diverse and evolving needs of their clients. Key practice areas include:

• Estate Planning: Comprehensive services including the preparation of wills, living trusts, and other essential documents to protect your assets and ensure your wishes are carried out.
• Trusts and Estates Litigation: Expert legal representation for disputes involving trusts, wills, and estates, including probate litigation and property dispute litigation.
• Business & Tax: Counseling for small business litigation, business succession planning, buy-sell agreements, and other tax matters. They also provide tax advisory and income tax return services.
• Elder Law: Assisting seniors and their families with critical legal matters such as Medi-Cal planning, asset protection, and advanced healthcare directives.
• Advanced Planning: Helping clients with complex legal strategies for asset protection, charitable giving, and retirement plans.
• Criminal Defence Litigation: The firm also has expertise in criminal defence, providing a broader range of legal support.
• Legal Consulting: Offering expert advice and guidance on various legal issues.
• Power of Attorney: Drafting documents to appoint someone to make financial or medical decisions on your behalf.
• Real Estate: Providing legal support for real estate-related matters and disputes.
• Gun Trusts: Specialized trusts for the legal ownership and transfer of firearms.

• Specialized Expertise: Copenbarger & Copenbarger LLP is a law firm, not an accounting firm, but their extensive services in estate planning, trusts, and business law often intersect with financial and tax matters. Their attorneys hold advanced degrees and certifications, making them highly qualified to handle complex legal and tax strategies.
• Full-Service Law Firm: The firm provides a wide range of legal services, from drafting a simple will to handling complex litigation and business disputes, offering a one-stop-shop for many clients' legal needs.
• Client-Focused Approach: The firm emphasizes building long-term relationships with clients. They are known for taking the time to thoroughly explain legal concepts and documents, as one client noted, leaving them "feeling comfortable with our updated documents."
• LGBTQ+ Friendly: The firm is noted as being LGBTQ+ friendly, demonstrating their commitment to serving a diverse and inclusive client base within the community.
• Convenience and Flexibility: The firm offers both online appointments and on-site services, providing flexibility for clients. An appointment is required or recommended, which ensures a dedicated and efficient meeting.

To schedule a consultation or to learn more about the legal services offered by Copenbarger & Copenbarger LLP, you can reach them at:

Address: 200 Sandpointe Ave suite 150, Santa Ana, CA 92707, USA

Phone: (949) 476-2002

Mobile Phone: +1 949-476-2002

When it comes to sensitive and significant legal matters like estate planning or business disputes, trust and expertise are paramount. Copenbarger & Copenbarger LLP stands out as an excellent choice for Californians due to its comprehensive and client-centered approach. While a negative review mentioned a less-than-ideal initial phone interaction, the firm's overall track record and the positive feedback from satisfied clients speak to their core strengths. A review from a client who met with Larry Copenbarger highlights the firm's commitment to thoroughness and client comfort. The client stated that after reviewing their updated trust documents, everything was "thoroughly explained as to the language used and how we would benefit." This level of detail and care is what gives clients "peace of mind," a priceless benefit when dealing with legacy planning.

The firm's worth is also rooted in its extensive legal knowledge. With a wide range of services including advanced estate planning, trusts and estates litigation, and business law, they are equipped to handle multifaceted legal situations. They can provide advice on everything from tax strategies and asset protection to will writing and probate. This breadth of service means clients can rely on one firm for many of their legal needs, creating a streamlined and efficient experience. Moreover, their dedication to inclusivity is a testament to their values. The firm being noted as LGBTQ+ friendly demonstrates a commitment to serving all members of the community with respect and professionalism. Ultimately, what makes Copenbarger & Copenbarger LLP a compelling choice is their ability to combine a deep well of legal expertise with a compassionate and educational approach, ensuring that clients not only get the legal protection they need but also the clarity and confidence to plan for their future.

Copenbarger & Copenbarger LLP

200 Sandpointe Ave suite 150, Santa Ana, CA 92707, USA