Probate Administration

As we begin the summer and start to move into the back half of 2020, we sincerely hope this newsletter finds you safe and well. During these past few months we have continued to work diligently for our clients with Zoom calls, Facetime meetings, and drive-thru signings with lots of hand sanitizer and social distancing when meeting in the office. We will continue these social distancing measures through the end of the year, ensuring a safe, healthy and convenient environment for our staff, attorneys, clients and families.

On a more celebratory note, we want to take a moment to share some of our attorneys’ successes and welcome a new attorney. So, without further ado, let’s start with something super!

Do Super Lawyers Wear Capes? Maybe.

After achieving Super Lawyer’s Rising Star five years in a row, Partner, Matthew G. Stein, was selected from within the 5% of total lawyers in the state for inclusion in Super Lawyers. The extensive vetting process requires lawyers attain certain honors, show distinctive results for clients, or earn specific credentials. Congratulations, Mr. Stein, on achieving 2020 Super Lawyer!

For those who aren’t in the know, Matthew is a probate litigation attorney and represents those entangled in probate litigation, including trust contests, will contests, breaches of fiduciary obligations, allegations of trustee wrongdoing and claims of elder abuse. His work includes consulting with individuals to provide advice on strategic planning and positioning before litigation becomes necessary.

Mr. Stein is also recognized for his years of experience in defending against personal injury, premises and product liability matters. He has aggressively defended against catastrophic injuries brought against manufacturers, land owners, and business owners in trial. It has been shown that his effective trial experience protects businesses and their financial interests.

His clients include large corporations, world-wide nonprofit organizations, corporate executives, prominent individuals and family-owned businesses. Every client and every project, whether big or small, receives the same level of commitment, diligence and ingenuity which distinguishes Mr. Stein’s practice. As an experienced trial lawyer and skillful negotiator, Mr. Stein is a tenacious adversary who consistently obtains significant results for his clients regardless of the challenges presented.

In addition to running a successful law firm, Matthew sits on the UCI Dean’s Leadership Executive Committee, is a ProVisors Group Leader, an avid triathlete, marathon runner, certified scuba diver, snowboard enthusiast, and obstacle course racer. Super Lawyer? Definitely. And we think he may also wear a cape every now and then.

Lucky 7!

With no more than 2.5% of lawyers in the state of California achieving Rising Star status, Associate, Chad Brandel, has more than luck on his side, as 2020 marks his seventh year in a row as a Rising Star! The vetting selection process is nearly the same as becoming a Super Lawyer, so we congratulate Chad, for the seventh time, on this achievement.

Chad’s practice focuses on the representation of clients in litigated matters involving inheritance disputes with a trust or probate, breaches of fiduciary obligations, allegations of trustee wrongdoing and claims of elder abuse. Chad also represents clients involved in real estate disputes, partnership disputes, and premises liability issues as well as businesses & corporations. He strives to help his clients settle disputes prelitigation, and continue to pursue settlement options during litigation, but if a matter is heading to trial, his clients can rest assured the team will be more prepared than the other side. Chad also works with high-net-worth families in estate planning including revocable and irrevocable trusts (e.g. Dynasty Trusts, Multi-Generational Trusts, Intentionally Defective Grantor Trusts); Medi-Cal trusts, IRA Beneficiary trusts, Special Needs trusts, etc.

Chad received his Juris Doctor from Chapman University School of Law and his Bachelor of Arts degree from UCLA. He lives in Orange County with his family where he is actively involved in coaching his son’s little league and soccer teams. As an outdoorsman, he enjoys snowboarding, deep sea fishing, and hiking in the Sierras.

This One Rises Above the Stars!

  • Graduated cum laude from University California Irvine
  • Founded her own charity
  • Studied abroad in Switzerland
  • Graduated top of her class, receiving her J.D. from Chapman University School of Law
  • Editor for Nexus Journal of Law and Policy in Law School
  • Secures massive victories for her clients both in and out of court…and the list goes on…

All that said, it is no wonder Kianna Parviz has achieved Rising Star four years in a row. This one doesn’t just shoot for the stars in everything she does, she goes to infinity and beyond! Congratulations, Kianna! Kianna Parviz is an Associate with Law & Stein, LLP who zealously advocates for her client’s rights. Her practice focuses on complex business disputes that occur between individuals, small to medium businesses, and corporate entities.

Welcome Desiree Rivera, Esq.

Desiree Rivera joined Law & Stein as an Associate in estate planning this spring and focuses her practice on estate planning, trust administration, and business formation with LLC’s and corporations. She prepares individually crafted estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney and other estate planning vehicles for clients with modest estates as well as those with a large, complex portfolio of assets.

From young professionals to elderly couples, Desiree takes the time to educate her clients by explaining complex concepts in an understandable, manageable and useful format that empowers clients and provides peace of mind. She is known for her personal approach and responsive communications, ensuring the client experience is as smooth and efficient as possible.

Prior to joining Law & Stein, Desiree gained experience with local law firms in Orange County gaining practical, hands-on experience including interviewing clients and witnesses, drafting motions and declarations, and making court appearances. To ensure her clients receive exceptional legal representation, Desiree consistently stays up to date with new laws and regulations centered on estate planning, trust administration, wills, trusts, estate tax laws and corporate formations.

Desiree Rivera earned her juris doctorate from Chapman University School of Law, where she received CALI Awards (Highest Class Grade) in her practice areas. While in law school, she was also President of the Children and Family Law Society. Desiree graduated cum laude from Chapman University with a Bachelor of Arts in Psychology, and Minors in Spanish and English. She was also on the Chancellor’s List.

Desiree is a member of the OCHBA (Orange County Hispanic Bar Association) and lives in Orange County with her fiancé. She prioritizes time with family and enjoys anything outdoors like camping, boating and water sports. Cooking and baking are also relaxing and fun pastimes she loves to share with family and friends.

We Look Forward to Serving You and Wish You the Best

Contact us directly to speak with someone who can help and answer your questions:
(949) 501-4800
Or send us a private email at the link below and we will respond promptly:
info@lawandstein.com

The Law & Stein Newsletter is a monthly publication to share useful information with our clients in matters of estate planning, tax planning inheritance dispute litigation, elder abuse, probate and business litigation, and premises and product liability defense.

Written by Shawn C. Winkler, Law & Stein LLP

See this link for a printable version of our June 2020 newsletter >

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