Meet Your New Partners

Our Attorneys and Officers

At Copenbarger & Copenbarger, we take great pride in protecting our clients. Each attorney that works for our firm brings more than just law degree’s and certifications to the table. They bring a personal touch that makes each one of our clients feel like a friend or family member. As in life, unique circumstances arise and “boiler plate” practices can only protect people so far. It takes a client and attorney working hand in hand to ensure the best protection possible.

Seminars & Events

To better educate our existing clients and potential new clients, Copenbarger & Copenbarger offers free seminars and events across California.

These events provide up to date changes in the law, new estate planning strategies and relevant examples of how you and your family can better protect the things that matter most to you. To view our upcoming events, click the button below.

Lloyd G. Copenbarger

Lloyd Copenbarger is senior partner of the firm and the firm’s founder, practicing all aspects of estate and tax planning in the firm’s office.

About Lloyd

Lloyd Copenbarger is the founder of the Copenbarger law firm. He has dedicated his life to protecting legacies and families from the unnecessary cost and hardship caused by probate and other court matters. Lloyd built a firm that could help his clients through each phase of the estate planning process so that his attorneys and staff could walk alongside clients and their families for generations to come.

Lloyd grew up on a farm in Oklahoma where he witnessed his parents be told they were too “poor” for an estate plan. This fueled his passion for estate planning that is accessible to all. Lloyd believes that every person’s legacy matters, regardless of their financial means, and that they should be treated as such. Lloyd moved to California after graduating from University of Oklahoma and opened the Copenbarger & Copenbarger law firm. For over 40 years, he has run a firm that embodies his “why” – that every client’s legacy does matter.

Lloyd is licensed to practice law in Ohio, Oklahoma, and California, and is a Certified Specialist in Probate, Estate Planning, and Trust Law in California. He practices full time as an estate planning and trust administration attorney, while working with our business and tax department focusing on more advanced planning. Lloyd has extensive experience with high net worth individuals and the specific planning this takes.

Personal

In his free time, he spends time with his family, including his wonderful wife Laura Copenbarger, their two children, his grandchildren, and great-grandchildren. He loves going back to Oklahoma to harvest pecans so that he can make some of the best pecan pie ever made. He enjoys going to church with his family, gardening, flying planes with his grandson, and cheering on the University of Oklahoma’s football team.

Awards

Who’s Who Continental 2022
Top 500 Most Influential Professionals 2022
Top Attorneys of North America 2021-2022
Client Champion Award Martindale-Hubbell 2019 & 2021
Recognizing Excellence in Estate Planning 2021 & 2018

Distinguished Member Lawyers of Distinction 2018
Client Champion Award Martindale-Hubbell 2018
Client Distinction Award Martindale-Hubbell 2017
Client Champion Award Martindale-Hubbell 2017

Client Distinction Award Martindale-Hubbell 2016
Preeminent 4.9 out of 5 Martindale-Hubbell 2015
Client Distinction Award Martindale-Hubbell 2015
Member of the Month Lawyers with Purpose 2014
Client Distinction Award Martindale-Hubbell 2014
Listed Who’s Who In American Law 2009

Practice Areas / Responsibilities

Mr. Copenbarger’s practice emphasizes the areas of estate planning, business, tax, and nonprofit law.

Professional Qualifications

Member, State Bar of California, Admitted 1979
Member, State Bar of Ohio, Admitted 1976
Member, State Bar of Oklahoma, Admitted 1971
Certified Specialist in Probate, Estate Planning, and Trust Law by the California Board of Legal Specialization, State Bar of California

Education

L.L.M., University of San Diego, 1986
J.D., University of Oklahoma, 1971
B.A., History and Political Science, University of Oklahoma, 1969

Chris Carroll

Chris is the Chief Executive Officer of the Copenbarger law firm.

About Chris

Chris has the responsibility of guiding the firm’s overall strategic direction, leading and managing the firm’s employees, and pushing them to grow beyond their comfort zones, and overseeing projects from the ideas phase through implementation – all while balancing the unique rules and limits of the legal industry. 

His goal for himself, and for the firm, is to inspire and help others build and grow a fulfilling legacy. Whether he is talking to coworkers, friends, family, or others, his desire is to find out what drives them and what he can offer, if anything, to help propel them closer to achieving their hopes, dreams, and desires. 

Personal

In his free time, Chris enjoys spending time with his family, their dogs, and friends, playing golf, cooking and baking, gardening, and traveling. Chris loves adrenaline sports and activities, and is always ready for the next adventure. 

Education

AA/ABA from West Valley College

BA from San Jose State University

Organizational Leadership Certification from Stanford University Graduate School of Business, LEAD

Awards

Silicon Valley Business Journal’s 40 Under 40 2021

Intellectual Contribution Award from Stanford Graduate School of Business LEAD 2019

Qualifications

Notary Public

Founding member of Vistage – Silicon Valley

Member of Silicon Valley CEOs

Chevalier in the Sovereign Order of St. John of Jerusalem, Knight’s Hospitaller 

James Kosareff

James M. Kosareff is an attorney practicing estate administration, probate, and tax law in the firm’s office.

About James

James Kosareff is a Partner of the Copenbarger law firm and the leader of the estate administration and probate department at the firm. He handles the vast majority of probate and trust administration matters, routinely advising clients and making court appearances on their behalf. He is also heavily involved in the tax and estate planning departments. James represents clients in all of our offices, including Santa Ana, Temecula, and San Jose.

James believes that every client deserves honorable and excellent representation, which he provides. He understands the hardships that court can cause a family, especially after they have lost a loved one. He walks his clients through each step of the process and is there to hold their hand as needed.

James graduated from Western State University and was admitted to the California Bar in 1994. He is a Certified Specialist in Probate, Estate Planning, and Trust Law in California. He received his LLM in Taxation from Chapman University School of Law in 2006.

Personal

James spends his free time with his wife and their two children, volunteering with Kiwanis, and rooting for the LA Dodgers.

Awards

Top Attorneys of North America 2021-2022

Legions of Honor 2021

Practice Areas / Responsibilities

Mr. Kosareff is the leader in the trust administration and probate section of the firm. He currently handles the vast majority of probate and trust administration matters, routinely advising clients and making court appearances on their behalf. He is also heavily involved in the tax and general estate planning areas.

Professional Qualifications

Member, State Bar of California, Admitted 1994
Admitted to argue before the Ninth Circuit Federal Courts
Certified Specialist in Probate, Estate Planning, and Trust Law by the California Board of Legal Specialization, State Bar of California
Member, State Bar of CaliforniaTrust, Probate, and Estate Planning Section and Tax Law Section
Member, Orange County Bar Association Trusts and Estates Section and Tax Law Section
Member, Kiwanis Club of Huntington Beach

Education

B.S., California State Polytechnic University
J.D., Western State University
LL.M, Tax, Chapman University

Larry Copenbarger

Larry G. Copenbarger is an attorney practicing estate administration, probate, and tax law in the firm’s office.

Practice Areas / Responsibilities

Larry co-leads the Estate Planning and Medi-Cal departments. He establishes estate plans and Medi-Cal planning for clients in all of our office areas, focusing on Santa Ana, Pasadena, and San Diego. Larry helps clients capture their wishes for themselves and their families, while protecting the legacies they have built. Larry is passionate about speaking at client seminars, as well as church seminars.

Larry follows in his father’s footsteps, believing that every legacy matters and that we should protect the gifts that God has given us. Larry goes above and beyond for clients, often going to client’s homes for those who cannot travel.

Larry graduated from Western State University and was admitted to the California State Bar in 1996.

Personal

In his free time, he enjoys spending time with his wife and their 4 children. He loves to garden, travel, and volunteer his time with Christian philanthropic organizations in his community.

 

Awards

Recognized Excellence in Elder Law 2018

Professional Qualifications

Member, State Bar of California, Admitted 1996
Admitted to argue before the Supreme Court of the United States
Member, Orange County Bar Association

Education

B.A., History and Political Science, California State University Fullerton
J.D., Western State University
LL.M, Tax, Chapman University – In Progress

Sunny Boren

Sunny Boren is an attorney with Copenbarger & Copenbarger, LLP.

 About Sunny

Sunny Boren leads the business and tax department. She is our Orange County Business and Tax Planning Attorney. She assists clients in forming business entities, maintaining the entity’s annual compliance requirements, and contract drafting and review. The Business and Tax Department has helped countless clients establish business planning and formation to protect their properties and businesses from outside predators.

Sunny also assists individual clients with estate planning and estate administration, specializing in tax and high-net worth planning. Sunny believes in protecting estates from being depleted for unnecessary reasons. She uses her CPA knowledge and tax degree to develop customized estate plans that maximize the use of the gift and estate tax exemptions.

Sunny graduated from Hastings College of Law Cum Laude and was admitted to the California State Bar in 1983. She graduated with a Masters of Law in Taxation from Chapman Law School in May 2021 and she is certified in Tax Law and Estate Planning in California.

Personal

In her free time, Sunny enjoys spending time with her family and friends, walking among beauty, attending Pilates classes and church, leading women’s small groups, serving on her church’s prayer team and bonding with her new kitty

Awards

Cum Laude from Hastings College of Law

Practice Areas / Responsibilities

Sunny leads the business and tax department. She assists clients in forming business entities, maintaining the entity’s annual compliance requirements and contract drafting and review. Sunny also assists with estate planning and estate administration matters, specializing in tax and court matters. Mrs. Boren is also a CPA. 

Professional Qualifications

Licensed to practice in all courts in the State of California
Member, Orange County Bar Association,
Tax Law and Estate Planning Sections
California Board of Accountancy – CPA Certificate
Member, State Bar of California

Education

J.D., University of California, Hastings College of Law, Order of the Coif (Top 10%)
B.S., Colorado State University, With Highest Distinction
Chapman University, Fowler School of Law
LL.M, Tax, Chapman University  – In Progress

Robert Galliano

Robert Galliano is an attorney with Copenbarger & Copenbarger, LLP.

About Robert

Robert Galliano is an estate planning attorney in our Temecula Office, Riverside County and San Bernardino County. He focuses on creating custom estate plans that protect clients from probate, long-term care costs, and conservatorships. Robert has over 30 years of experience helping families with their Estate Planning. As an Elder Law Attorney, Robert helps families in planning for long-term care options, qualifying for Medi-Cal and Asset Protection.

Robert believes in protecting his clients from entities or people who would seek to take his client’s hard-earned assets. He is passionate about protecting elders from predators, as well as veterans who are in need of benefits assistance.

Robert graduated from California Southern Law School and was Admitted to the California State Bar in 1981. Robert is a Certified Specialist in Estate Planning, Trust and Probate Law in California. Robert is passionate about educating and was an Adjunct Professor at National University where he taught Graduate Tax Courses. He has given hundreds of educational seminars and is a member of the National Academy of Elder Law Attorneys (NAELA). Robert has a Masters Degree in Taxation and is a licensed Professional Engineer.

 Personal

In his free time, Robert enjoys researching new and changing laws, spending time with his wife and their kitties, traveling, and experiencing adrenaline-based activities (he has run with the bulls in Pamplona!).

 

Awards

Certificate of Recognition National Association of Tax Professionals 2013
Masters Council Prudential 2012
Elite Producer Questar Capital Corporation 2012

Practice Areas / Responsibilities

Robert is a Certified Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization and holds a Master’s degree in Taxation from Golden Gate University. Robert has over 30 years of experience helping families with their Estate Planning. As an Elder Law Attorney, Robert helps families in planning for long-term care options, qualifying for Medi-Cal and Asset Protection. Robert was also an Adjunct Professor at National University where he taught Graduate Tax Courses and is a co-author of the book, “More Than Money”. Robert has given hundreds of educational seminars and is a member of the National Academy of Elder Law Attorneys (NAELA). Robert holds a bachelor’s degree in Electrical Engineering and is a Professional Engineer in Control Systems.

Professional Qualifications

Member, State Bar of California
U.S. District Court, Southern District of California
Admitted to practice before the Supreme Court of the United States
Admitted to practice before the United States Tax Court
Accredited Attorney under the Department of Veteran Affairs
Licensed California Real Estate Broker
Securities License Series 6, 7 and 24
Certified Fund Specialist (CFS)

Education

B.S.EE California State University
B.S. Law California Southern Law School
Masters in Tax Golden Gate University
J.D. California Southern Law School

Victoria Horvatich

Victoria Horvatich is an attorney with Copenbarger & Copenbarger, LLP.

About Victoria

Victoria Horvatich co-leads the Estate Planning and Medi-Cal departments. She works with clients in each office, focusing on San Jose, Santa Cruz, and Sacramento, to create customized estate plans that fit their individual needs. Victoria assists in the administration and litigation departments as needed.

Victoria is passionate about helping people establish their legacies and educating prospects and clients whenever possible. She believes that each client should be in control of their plan and understand what that plan entails. She particularly enjoys speaking to prospective clients at workshops and church seminars. Victoria knew she was meant to be an Estate Planning Attorney because she gets to serve clients every day and help protect them from situations that would seek to harm them or their families. 

Victoria graduated from Santa Clara University School of Law in 2017 and was admitted to the California State Bar in 2018.

Personal

In her free time, she enjoys spending time with her husband, their two cats, and dog. Victoria has volunteered with the high school youth group at her church since 2017. She also enjoys gardening, golfing, and traveling whenever possible.

Awards

Top Attorneys of North America 2021-2022

Practice Areas / Responsibilities

Victoria co-leads the Estate Planning and Medi-Cal departments. She works with clients to create their customized estate plan that fits their individual needs and captures their wishes for what they want their legacy to be. Victoria also assists in the estate administration department and litigation department. Victoria primarily runs and works from the San Jose, Santa Cruz, and Sacramento offices, while assisting in our Southern California offices as needed. Victoria was also named as one of the 2022 Top Attorneys of North America.

Professional Qualifications

Member, State Bar of California
Certified Mediator for Santa Clara County
Notary License (in progress)

Education

BA, University of the Pacific
J.D., Santa Clara University School of Law

Kimberlee Parkins

Kimberlee Parkins is an attorney with Copenbarger & Copenbarger, LLP.

About Kimberlee

Kimberlee Parkins is one of our attorneys in the estate administration and litigation departments. She works with clients in our Santa Ana office, focusing on administering trusts and helping clients navigate the Court system. Kimberlee fiercely defends our clients dealing with litigation matters, ensuring that they have representation to prevent them from being taken advantage of or being mistreated. 

Kimberlee loves that each day she not only gets to serve as a trusted advisor for her clients, but that her clients become friends and extended family members. She believes it is a privilege to be entrusted with the inner working of her clients families and lives, and is driven by the fact that she is able to take this information, combine it with her experience and knowledge, and provide solutions that help her clients while taking some of the weight and burden of dealing with the loss of loved one off of their shoulders while helping keep families and relationships intact.

Kimberlee graduated from Hastings College of Law and was admitted to the California State Bar in 2020.

Personal 

In her free time, she loves spending time with her family and friends, including her Copenbarger colleagues who she becomes friends with! She enjoys seeing new movies and enjoying a nice dinner, dance, travel, cooking and baking!

Practice Areas / Responsibilities

Kimberlee Parkins is the newest attorney on staff at Copenbarger Law
Firm. She is currently working in the trust administration and litigation
departments. Kimberlee received her Bachelor of Arts from Boston
College. She received her Juris Doctorate from University of California
Hastings College of the Law and passed the California Bar Exam. She
began her career as a litigator for insurance defense and consumer
protection firms. She joined the firm in January of 2022. Kimberlee is an
active member of Los Angeles Urban League Young Professionals and
enjoys giving back to her community through its many programs.

Professional Qualifications

Member, State Bar of California
Member, Los Angeles County Bar Association
Member, Black Women Lawyers’ Association

Education

B.A., Economics, Communications, Boston College
J.D., UC Hastings College of the Law

James Humphreys, Jr. (In Memoriam)

James A. Humphreys, Jr. was a sole practitioner in estate and business planning and is of counsel to Copenbarger & Copenbarger, LLP.

Practice Areas / Responsibilities

Mr. Humphreys specializes in estate planning, post-death trust administration and probate, and drafting pre- and post-nuptial agreements. He is also skilled in the formation and maintenance of family limited partnerships, corporations (including non-profit corporations), limited liability companies, and qualification of corporations as non-profit under IRC Sec. 501(c)(3).

Professional Qualifications

Member, State Bar of California
Admitted to practice before all California and Federal Courts, including U.S. Tax Court
Member, American Bar Association
Member, California Bar Association
Member, Orange County Bar Association
AV Rated Attorney, Martindale Hubble Attorney Rating System

Education

L.L.B., University of Michigan
M.B.A., University of Michigan
B.B.A., Tulane University of Louisiana