Dear Valued Client(s),
I hope this correspondence finds you well. I am reaching out at this time because I have an important announcement to make. After serving clients in Orange County for more than twenty-eight (28) years, I have decided to join practices with another firm and begin my path into retirement so I can devote more of my time to family and loved ones at this point in my life. This was an incredibly difficult decision because the relationships that I have developed with my clients are very important to me and I shall miss interacting with you.
Once I came to this conclusion, I had another decision to make. I wished to identify a law firm that would continue to provide my clients with the same type of service that I have provided for the last three decades. As a member of Wealth Counsel, we provide detailed Trusts for our clients, often with subtrusts for our clients’ children, which provide protection for the funds and other assets being bequeathed to them. When clients seek a review and/or update to their estate planning documents, if no changes are needed, then there is no charge for the meeting. Or, if changes are necessary because of changes in the law, changes in the dynamics of your family, or other changes, we let you know what the cost will be to make the needed changes.
With this vision in mind, I am excited to announce my joining of Copenbarger & Copenbarger LLP, hereinafter referred to as Copenbarger. Their founder, Lloyd Copenbarger, LLM, has been practicing law for more than forty-three (43) years. Accordingly, I reached out to the Copenbarger Law Firm. I feel they are well suited to support my clients because of their reputation and experience. They serve people throughout California, and they have offices in Pasadena, Temecula, and Santa Ana.
I am pleased to announce that Copenbarger has accepted my offer and a smooth transition is well underway. Things will, for the most part, remain the same. The Copenbarger Law Firm will serve my San Clemente, Laguna Hills, and other south Orange County clients in my existing Laguna Hills office. Clients in other areas may choose to use one of their seven (7) other offices throughout California. Also, I will remain an attorney with Copenbarger Law Firm in the role of an advisor and can introduce you to the Copenbarger Team over the next few months.
If you would like to get to know the folks at Copenbarger Law Firm, there is a great opportunity being offered you can attend. The firm will be presenting “virtual” and in person Estate Planning update events in the next few weeks, during which I will introduce you to some of the Copenbarger attorneys and team. In these events, we will present many of the changes that have occurred since the year 2000 which have a direct impact on your Estate Plan.
If you would like to attend one of these event in person, you can register on their website (www.Copenbarger.com) for Wednesday, October 26th at 6:30 PM, Thursday, October 27th at 12 PM, or Thursday, November 10th at 9 AM. These events will be held at the Ayres Hotel, located at 24341 El Toro Road, Laguna Woods, CA 92637, If you prefer to attend a virtual event on Zoom, please register for a webinar on Tuesday, November 15th at 11 AM.
I have transitioned my practice with a powerful, experienced law firm that will provide you with many additional services. The Copenbarger Law Firm adds seven attorneys and dozens of highly trained and qualified staff to serve you. The law firm specializes in many areas such as, but not limited to, Estate Planning, Tax Planning (including Long-Term Care Trust Planning), Charitable Trust Planning, Special Needs Planning, Legacy Trust Planning, Trust Administration, Probate, Conservatorships, Business planning (including creation and maintaining business entities), Estate Litigation, asset preservation, Elder Law (including Medi-Cal qualification and application), and Estate & Gift Tax preparation. Their attorneys, as well as numerous senior paralegals, will be available to serve you, and are looking forward to serving you.
I sincerely look forward to working with you during this exciting transition. That said, if you prefer not to have your file taken over by the Copenbarger Law Firm, please inform us, in writing, within ninety (90) days. If that is your preference, I will mail your file to you if you decide to explore other options, however, I feel you will be hard-pressed to find a law firm with more passion, experience, and professional integrity than the Copenbarger Law Firm.
In the coming days you will receive a letter from Copenbarger & Copenbarger LLP that will outline more information about their firm, their multiple office locations, appointment availability, and ongoing educational opportunities. If you need to contact them for any reason, their office line is 800-244-8814.
Please accept my sincere gratitude for your business and friendship over these many years. My clients are very important to me, and it’s very gratifying to reflect upon the knowledge that I have been able to help so many families preserve their legacies. It has been an honor to work with you and to serve you.