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Our Attorneys

 

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.

 
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 Oklahoma, Admitted 1971

Member, State Bar of Ohio, Admitted 1976

Certified Specialist in Probate, Estate Planning, and Trust Law by the California Board of Legal Specialization, State Bar of California

 
Education

 

B.A., History and Political Science, University of Oklahoma, 1969

J.D., University of Oklahoma, 1971

L.L.M., University of San Diego, 1986

James Kosareff

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

 
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

James Humphreys, Jr.

James A. Humphreys, Jr. is 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 CourtMember,

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

Sunny Boren

Sunny Boren is an attorney with Copenbarger & Copenbarger, LLP 

 
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

 

Larry Copenbarger

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

 

Practice Areas / Responsibilities

 

Larry Copenbarger works with clients in our various offices in California. Larry's main areas of focus are estate planning and trust administration. 

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

Dale Anderson

Dale Anderson is an attorney with Copenbarger & Copenbarger, LLP 

 
Practice Areas / Responsibilities

 

Dale has 26-years of experience as a litigator, in such areas as personal injury, wrongful discharge, products liability and wage and hour disputes.  He has practiced at all levels, including complex class actions, representing both individuals and large entities such as The Regents of the University of California, The Nederlander Organization, and Hollywood Park Operating Company.  Dale brings his extensive experience to the firm, and handles both general litigation, as well as probate and trust administration.

 

Professional Qualifications

 

Member, State Bar of California 

State Bar of Michigan (inactive)

State Bar of Tennessee (inactive)

U.S. Court of Appeals, Ninth Circuit

U.S. District Court, Central District of California

U.S. District Court, Southern District of California

U.S. District Court, Northern District of California

U.S. District Court, Eastern District of Michigan

 
Education

 

B.A., Wayne State University, Detroit Michigan

J.D., Wayne State University, Detroit Michigan