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Orange County Estate, Trust & Probate Attorneys

949.501.4800

Law Stein Anderson, LLPLaw Stein Anderson, LLP
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    • R. Zebulon Law, Esq., LL.M., CPA
    • Matthew G. Stein, Esq.
    • Shauna R. Anderson, Esq.
    • Christine M. Allen, Esq.
    • Erin M. Beranek, Esq.
    • Nick Carrigan, Esq.
    • Charlotte A. Flanigan, Esq.
    • Allison C. Gordon, Esq.
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    • Bryan K. Johnson, Esq.
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    • Nathan R. Loftin, Esq.
    • Michael H. Luong, Esq., LL.M.
    • James C. Man, Esq.
    • Monique Nevarez, Esq.
    • Aimee C. Paja, Esq.
    • Kianna C. Parviz, Esq.
    • Thomas R. Pedersen, Esq.
    • Desiree F. Rivera, Esq.
    • Orel Shilon, Esq.
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    • Pearl Walker, Esq.
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    • Steven A. Ehrlich, Esq.
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Law Stein Anderson, LLP
  • How often should you update your trust
    Аttorneys | Estate Planning

    How Often Should You Review Your Trust? 

    ByLaw Stein Anderson, LLP June 15, 2026June 15, 2026

    By Desiree F. Rivera, Esq.  Many people spend significant time creating an estate plan. They carefully choose trustees, identify beneficiaries, and make decisions about how assets should be managed and distributed. Once the documents are signed, however, they are often placed in a safe location and rarely reviewed again.  Years later, clients are sometimes surprised to discover that their trust contains provisions…

    Read More How Often Should You Review Your Trust? Continue

  • Year-End Tax Planning
    Аttorneys | Estate Planning | Tax Planning

    Year-End Tax Planning: Important Tax Savings Before December 31 

    ByLaw Stein Anderson, LLP December 22, 2025March 24, 2026

    By Desiree F. Rivera, Esq.  The end of the year is an important time to evaluate tax efficient gifting strategies and ensure your estate plan remains aligned with upcoming federal changes. With major shifts to the federal estate tax exemption scheduled for 2026, proactive planning before December 31, 2025, can provide meaningful long-term benefits.  Read below for an overview of key year-end planning opportunities and upcoming changes that…

    Read More Year-End Tax Planning: Important Tax Savings Before December 31 Continue

Irvine Office

949.501.4800

San Diego Office

619.480.0888

INDUSTRY EXPERTISE

We're industry-leading attorneys with over 150 years of collective experience.

PRACTICE AREAS

  • Trust, Estates & Tax Law
  • Litigation & Trial
  • Business & Corporate Law

IRVINE LOCATION

Law Stein Anderson, LLP
2601 Main Street, Suite 1200
Irvine, CA 92614
Tel: 
949.501.4800
Fax: 949.502.4650
Contact Us
Get directions on the map →

SAN DIEGO LOCATION

Law Stein Anderson, LLP
2173 Salk Ave, Suite 250
Carlsbad, CA 92008
Tel: 619.480.0888
Fax: 949.502.4650
Contact Us
Get directions on the map →

This website's information is for general purposes only and should not be taken as legal advice.
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  • Home
  • About Us
    • Who We Are
    • In the News
    • Community Outreach
  • Practice Areas
    • Trusts, Estates, and Tax Law
      • Estate Planning
      • Trust Administration
      • Probate
      • Tax Planning
      • Tax Controversies
      • Trust & Estate Litigation
    • Litigation
      • Estate & Trust Litigation
      • Inheritance Disputes
      • Probate Litigation
      • Elder Abuse
      • Business Litigation
      • Premises Liability
      • Real Estate Litigation
    • Business & Corporate Law
      • Corporate Formations
      • Business & Succession Planning
      • Mergers & Acquisitions
      • Business Transactions
      • Real Estate Transactions
  • Attorneys
    • R. Zebulon Law, Esq., LL.M., CPA
    • Matthew G. Stein, Esq.
    • Shauna R. Anderson, Esq.
    • Christine M. Allen, Esq.
    • Erin M. Beranek, Esq.
    • Nick Carrigan, Esq.
    • Charlotte A. Flanigan, Esq.
    • Allison C. Gordon, Esq.
    • David M. Huynh, Esq.
    • Bryan K. Johnson, Esq.
    • Katie A. Lindsey, Esq.
    • Nathan R. Loftin, Esq.
    • Michael H. Luong, Esq., LL.M.
    • James C. Man, Esq.
    • Monique Nevarez, Esq.
    • Aimee C. Paja, Esq.
    • Kianna C. Parviz, Esq.
    • Thomas R. Pedersen, Esq.
    • Desiree F. Rivera, Esq.
    • Orel Shilon, Esq.
    • Oudey I. Tadros, Esq.
    • Pearl Walker, Esq.
    • Christina B. Yee, Esq.
    • Steven A. Ehrlich, Esq.
  • Resources
    • Probate Calculator
    • News & Insights
    • Your Free Guide To Trust Administration
    • What to Bring to A Meeting With Your Probate Attorney
    • What to Bring to A Meeting With Your Estate Planning Attorney
    • Newsletter
    • Corporate Transparency Act
  • Testimonials
  • Careers
  • Contact Us