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Trust, Tax, Business, Real Estate

Family Wealth Law

Protect what you’ve built, preserve peace for generations ahead.

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Protecting Legacies

Since 1994

Be the hero in your story.

Avoid probate, protect your legacy, and gain peace of mind.

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High-Net-Worth
& Business

For Successful People

Sophisticated tax planning to minimize taxes for both high-net-worth families and businesses.

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Trustees

Their Legacy, Your Journey

You’re not alone.

Our team helps Trustees manage legal duties, distribute assets, and avoid mistakes.

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Empower Your Knowledge

Inform Your Decisions

Learn what matters, empower decisions for generations ahead.

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Welcome Goralka Law Firm

Prop 13 California: How it Benefits us Today

What's the Difference Between a Trust and a Will?

Practice Areas

Find The Right Path For You

CunninghamLegal helps individuals, families, and business owners plan with confidence through thoughtful, comprehensive planning and trusted guidance. While our core focus is estate planning, trust administration, tax planning, and business planning, we also guide clients through asset protection, special needs planning, real estate matters, Proposition 19 planning, and more.

How do I set up a Trust or revise my existing plan?

Estate Planning

 How do I navigate the loss of a loved one or help someone who can’t make decisions?

Trust Administration

 How do I make my estate and finances more tax-efficient?

Tax Planning

 How do I set up, manage, or transition my business wisely?

Business Planning

California Living Trust Attorneys

At CunninghamLegal, we guide savvy, caring families in the protection and transfer of multi-generational wealth.

1 Attorney James Cunningham

James L. Cunningham, Jr.
Partner and CEO

2 Attorney Tasha Jahn

Tasha K. Jahn
Managing Partner

3 Attorney Rachelle Warner

Rachelle Lee-Warner
Partner

Diego

Diego Alvarez-Miranda
Partner

9 Attorney Sarah Kern

Sarah Kern
Partner

4 Attorney John Goralka

John M. Goralka
Senior Counsel

6 Attorney Dylan Recht

Dylan Recht
Attorney, Estate Planning

7 Attorney Janice Shen

Janice Lee Shen
Attorney, Trust Administration

8 Attorney Lisa Mann

Lisa Mann
Attorney, Trust Administration

10 Attorney Lana Osokina

Lana Osokina
Attorney, Estate Planning

11 Attorney William Plevy

William Plevy
Attorney, Business

12 Attorney Guolin Angela Li

Guolin “Angela” Li
Attorney, Estate Planning

13 Attorney Dean Hunter

Dean Holter
Business Planning Attorney

14 Attorney Jan Copley

Jan Copley
Of Counsel

15 Attorney Philip Diamond

Philip R. Diamond
Of Counsel, Real Estate

16 Attorney Michelle Lerman

Michelle C. Lerman
Of Counsel

17 Attorney John Palley

John B. Palley
Of Counsel

CunninghamLegal

Our team of California Trust, Tax Planning, and Real Estate attorneys take a highly personal approach to our work. We devote time and effort to fully understanding your assets, your personal goals, and the concerns you have for passing assets on to your loved ones; then we design a customized plan just for you. In our extensive practice we also provide trust administration, probate representation, tax planning, real estate matters, asset protection strategies, and much more.

Estate Planning offices throughout California

If you are in need of estate planning services, you may be searching for a “living trust lawyer near me.” CunninghamLegal maintains Estate Planning offices throughout California, with superb estate planning attorneys located in Northern California: Auburn, Folsom, Oakland Hills, Roseville, Sacramento, San Francisco, San Rafael, Santa Rosa, Walnut Creek; Southern California: Huntington Beach, Pasadena, Westlake Village, and Woodland Hills. We also offer living trust attorneys in Los Angeles who can handle all of your estate planning needs. In addition, our legal services are available over phone and videoconference so even if you don’t live near these cities, CunninghamLegal can still assist you.

Please contact us at one of our offices to learn more about how we can protect you and your loved ones.

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Three Levels of Estate Planning

Estate planning is not one size fits all, which is why CunninghamLegal offers three levels of estate planning based on your life, family, and goals. Each level provides increasing protection and strategy, from essential estate documents to advanced legacy planning designed to preserve your wealth.

Level One

Your Estate Plan

  • Revocable Living Trust
  • Pour-Over Wills
  • Health Care Directives
  • Powers of Attorney
  • Certification of Trust
  • 1 Deed Transfer to Trust

Level Two

Your Family Plan

  • Everything in Level 1
  • Asset protection

One of the following:

  • Inheritance Protection Trusts
  • Special Needs Trusts
  • Medi-Cal Recovery Protections

Level Three

Your Legacy Plan

  • Everything in Levels 1 & 2
  • Advanced Trusts
  • Gifting Strategies
  • Charitable Planning
  • Tax Solutions

What Our Clients Say

For 30+ Years

Also See Our Reviews Page

Insights

CunninghamLegal Insights

Your Answer to Finding a Trusted California Trust Attorney

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Expert guidance from the start: From your first call, we take the time to understand your family, your goals, and your assets. This lets us create an estate plan that truly helps protect what matters to you most.

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Comprehensive, tailored estate planning: We focus on creating living trusts, reducing taxes, and structuring your affairs properly to avoid probate and court intervention. Every estate plan is designed to fit your family’s unique situation.

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Experience you can trust: California estate laws are complex and always evolving. Our dedicated team specializes in living trusts full-time, helping your plan stay current and avoid costly mistakes.

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Easy, stress-free process: We know families are busy. You provide the information, we handle the rest. We’re always available to answer questions and provide ongoing support.

  • California Trust
    Specialists
  • Experience &
    Ongoing Support
  • Customized Family
    Solutions
  • Explore Our
    Resources

California Trust & Estate Law Specialists

Not all attorneys have deep experience in California Living Trusts and estate planning. Many draft trusts occasionally, which can lead to costly mistakes over time.

A knowledgeable California Living Trust attorney can help you:

Experience, Longevity, And Ongoing Support

Estate and trust planning is not a one-time event. Your plan should evolve as your family, assets, and the law change.

CunninghamLegal offers:

Customized Solutions for Complex Family Situations

Every family is different, and standard documents often fall short.

We assist clients like:

Work with Trusted California Living Trust Attorneys

CunninghamLegal serves individuals, families, professionals, and business owners throughout California.

We can help. Find the resources you need:

Icon Court

Avoid probate
through accurate
trust drafting

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Preserve SSI and
public benefits for
loved ones

Icon Retire

Properly structure
retirement accounts
and inheritances

Icon Tax

Protect Prop 13
property tax benefits
under Prop 19

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Ongoing plan reviews
and updates

Icon Direction

Reliable guidance for your loved ones
when it matters most

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Secure long-term
document retention

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Special needs and disabled dependents requiring care planning, financial protection, and legal support for long-term wellbeing and security.

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Blended families by creating tailored estate plans that address unique family dynamics, protect assets, and provide clear legal structure for long-term security.

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Asset protection and inheritance planning by developing strategies to protect wealth, reduce risk, and support the transfer of assets to future generations.

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Explore our online webinars and get your questions answered by expert estate attorneys.

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Jim Cunningham, our founder, wrote the best-selling Savvy Estate Planning, outlining the ten biggest estate planning mistakes.

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Stay informed with our expert blogs, covering estate planning tips, trust strategies, and ways to help protect your family & assets.

Request a Call with a Client Specialist

Our Client Specialists (non-attorney) are here to learn about your goals and schedule you
with the appropriate CunninghamLegal attorney who can best serve your unique situation.

Ready to speak with someone now? Call our office: (866) 988-3956