Council on Aging Answers 2016 - 66

COUNCIL ON AGING - ORANGE COUNTY
ELDER LAW - FINANCIAL
ELDER LAW

FINANCE & LEGAL

LAW OFFICE OF FAY BLIX
24031 El Toro Road, Suite 301
Laguna Hills, CA 92653
(949) 544-7211 / (949) 544-7218
www.fayblix.com

GEISLER PATTERSON LAW
500 N. State College Blvd., 11th floor
Orange, CA 92868
(866) 452-9657 / (866) 867-0148
www.ElderLawMom.com
Martha Patterson, Certified Elder
Law Attorney by National Elder Law
Foundation. She Helps Protect Loved
Ones; Get Benefits For Care, Preserve
and Protect Assets, the Elderly and
Disabled. Conservatorships. Elder
Abuse, Medi-Cal Planning. SBN:
108322

HARKER, CAMPBELL & SAGE, LLP
Regina M. Campbell, Esq., LLM Taxation
2601 Main Street, Suite 910
Irvine, CA 92614 / (949) 955-0170
(949) 955-0180
RCAMPBELL@HCS-LAW.COM
Estate and Gift Tax Planning (Trusts,
Wills, Health Directives, Powers of
Attorney) Elder Law, Long Term Care
strategies including Medi-cal, Elder
Abuse, Special Needs Trusts, Trust
Administration, Trust Litigation and
Probate Home Visits.

LAW OFFICE OF DANIEL R. YORK
1953 E. Chapman Avenue
Fullerton, CA 92831
714-738-3400 / www.DanYorkLaw.com
North Orange County Elder Law
Attorney. Experienced in Medi-Cal
planning, trusts/wills, power of
attorney, government benefits,
dementia planning, conservatorship
and asset protection. No-charge first
counseling session for most cases.
LAW OFFICES OF CHERYL WALSH
31431 Rancho Viejo Rd., Ste. 102
San Juan Capistrano, CA 92675
(949) 240-9003 / (949) 240-9083
www.walshseniorlaw.com
cheryl@walshseniorlaw.com

Answers Guide 2016

BUSINESS LISTINGS
LAW OFFICES OF KATHLEEN
O'CONNOR ROBERTSON
2501 E. Chapman Ave, Suite 290
Fullerton, CA 92831
(714) 738-6435
(714) 738-6436
email: kaocr@aol.com
Experienced Elder Law Attorney
serving clients with estate planning,
probate, wills, trusts, powers of
attorney, medical directives, and elder
abuse restraining orders.
McGONIGLE & HUNSAKER, LLP
23601 Moulton Parkway, Suite 220
Laguna Hills, CA 92653
(949) 454-2205
(949) 454-2670
www.elderlawca.org

STERLING
ADVOCATES

Jen Lefton, Esq.
STERLING ADVOCATES
9891 Irvine Center Dr.
Suite #200
Irvine, CA 92618
949-275-7813
www.sterlingadvocates.com
Comprehensive consulting and
legal advocacy for aging issues
including prevention planning
and crisis management. Elder
Law, Estate Planning, Elder Abuse
Prevention, Special Needs Trusts,
Trust Administration and Probate.
Member National Academy of Elder
Law Attorneys.

ESTATE PLANNING

ALBERT J. RASCH & ASSOCIATES
Post Office Box 1109
Costa Mesa, CA 92628-1109
714-432-0794
alrasch@rfgwealth.com
AlRaschAssoc.com
YOUR CONFIDENTIAL ADVISOR FOR ALL
YOUR LEGAL AND FINANCIAL ISSUES
CALL US WE LISTEN - WE CAN HELP
40 plus years of experience in helping
individuals and family's with their
most private and personal family and
business issues. Attorney, Tax Advisor,
CSA and Insurance (CIL 0808600)

BARTH CALDERON LLP
333 City Boulevard West, Suite 2050
Orange, CA 92868
(714) 704-4828
(714) 704-1513
www.barthattorneys.com; admin@
barthattorneys.com
Serving clients throughout the
United States in Estate Planning,
Asset Protection Planning, Elder Law,
Probate and Trust Administration,
Trust Litigation, Business Succession
Planning, Entity Formations,
Bankruptcy, Intellectual Property
Law, Offshore Trusts & Corporations,
Charitable Planned Giving.
LAW OFFICE OF DONALD A.
HUNSBERGER
625 The City Dr. South, Suite 345
Orange, CA 92868
(714) 663-8000
(714) 750-5665
www.hunsbergerlaw.com
Offering guidance to family member
trustees in administering a trust.
Assistance in complying with
California statutory requirements and
honoring your loved one's wishes.
Complimentary consultation.

SECURE FIDUCIARY SERVICES
California License PF798
146 W. Bastanchury Road
Fullerton, CA 92835-2502
(714) 293-2416 / www.securefiduciary.com
Mark L. McKibbin, CLPF, NCG
Professional Fiduciaries are entrusted
with the protection and management
of another person's property and/or
of their care.

FINANCIAL
AT HOME FINANCECARE, LLC
PO Box 12045
Newport Beach, CA 92658
(949) 246-8083
www.HomeFinanceCare.com
Organize your life affairs - we do
it or teach you how! Senior level
bookkeeping services to pay bills,
organize information and more. See
Binder & Audit online.
KEVIN CONWAY, CERTIFIED
FINANCIAL PLANNER
DIVERSIFIED SECURITIES, INC.
17822 E. 17th St., Suite 104
Tustin, CA 92780
(714) 547-0000 / www.DivSecs.com
Investments, Insurance, Retirement
and Estate Planning. Enhance your
RETIREMENT and PROTECT your
ASSETS. Financial Planning. Plan for
tomorrow...TODAY!

FIDUCIARY
ELAINE M. WATROUS, CLPF
LAW OFFICE OF DONALD A.
HUNSBERGER
625 The City Drive South - Suite 345
Orange, CA 92868
(714) 663-8000 / (714) 750-5665
www.hunsbergerlaw.com
Professional assistance for people
needing guidance on roles of Trustee,
Executor, Personal Representative,
Powers of Attorney or other Fiduciary
assignments. Legal document
preparation, notices & distributions.

Make Your
Wishes Known
-Prepare a
Detailed Will
and Trust

Martha Patterson, CELA*
Attorney at Law

Medi-Cal Long Term Care Benefits Expert
Like a Tigress Protects Her Cubs,
Your Family and Your Assets
Will Be Protected
*Certified as an Elder Law Attorney by the National Elder Law Foundation

Medi-Cal Planning * Alzheimer's Planning * Family Protection Planning
Long Term Care Planning * Retirement Planning * House Preservation Trusts
Blended Family Planning * Asset Preservation * Special Needs Trusts
Special Challenge Planning * Conservatorships * Avoiding Conservatorships
Planning for Disability * Wills * Living Trusts * Probate Trust Administration
Living Wills * Powers of Attorney * Veteran's Benefits Planning

866-452-9657

e-mail: mjplawmom@gmail.com

LA County Office:
2600 W. Olive Avenue
5th Floor
Burbank, CA 91505

Orange County Office:
500 N. State College Blvd.
11th Floor
Orange, CA 92868

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http://www.securefiduciary.com http://www.fayblix.com http://www.barthattorneys.com http://www.ElderLawMom.com http://www.HomeFinanceCare.com http://www.elderlawca.org http://www.hunsbergerlaw.com http://www.DivSecs.com http://www.sterlingadvocates.com http://www.hunsbergerlaw.com http://www.AlRaschAssoc.com http://www.DanYorkLaw.com http://www.walshseniorlaw.com

Table of Contents for the Digital Edition of Council on Aging Answers 2016