Stan Hutchinson is an of council attorney in the estate planning department at Copenbarger & Copenbarger LLP. Stan embarked on his legal journey in 1979 when he first entered the legal profession as a sole practitioner. Stan has a passion for education and teaching. Prior to joining our firm, Stan dedicated thirteen years to teaching at Pasadena City College, where he imparted his extensive knowledge of law to aspiring students. He joined our firm in September 2021 after Copenbarger and Copenbarger absorbed his forty two year old practice. Stan firmly believes that empowering individuals with an understanding of the law enables them to make informed decisions and protect their interests effectively. His impressive track record, combined with his passion for education, distinguishes him as a valuable asset to our firm and a trusted advisor to clients seeking legal guidance in matters of estate planning, Probate, and Administration. We are happy to have Stan and his wonderful clients as part of our Copenbarger Law Family.

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

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

About Sunny

As a premier small Business and Tax Planning Attorney in California, Sunny Boren specializes in establishing and safeguarding client assets in business entities and irrevocable trusts. She ensures meticulous compliance and adept contract management. Under her guidance, clients receive personalized strategies to protect their assets and ventures, fortifying them against external risks.

Sunny also provides expert estate planning, focusing on strategies like Charitable Remainder Trusts to minimize capital gains taxes and leverage charitable deductions. She excels in high-net-worth planning, aiming to significantly reduce potential estate taxes. Leveraging her CPA background and tax expertise, Sunny crafts tailored estate plans that optimize the use of gift and estate tax exemptions. Her proficiency includes setting up specialized trusts like Intentionally Defective Grantor Trusts and Spousal Lifetime Access Trusts. For gifts, she ensures accurate valuation by collaborating with skilled business appraisers, safeguarding her clients’ legacies for future generations.

Sunny is passionate about assisting individuals in creating charitable trusts, private foundations, and similar exempt organizations. She refers to Charitable Remainder Trusts (CRTs) as the “trifecta” of charitable planning, offering clients capital gains tax avoidance, substantial charitable deductions, and a beneficial income stream for retirement. 

Private foundations, while similar, also provide significant tax advantages and opportunities for philanthropic engagement over the long term.

Personal

In her leisure moments, Sunny cherishes exploring new destinations and creating memorable experiences with her loved ones. She enjoys nature, engages in personal fitness through training, Pilates, walking, and dedicates her spare time to Mariner’s Church where she leads women’s groups and contributes to the prayer team.

Awards

Cum Laude from UC Law San Francisco
Gamma Beta Phi Society, Chapman Law

Practice Areas / Responsibilities

Sunny leads the Business and Tax Department, focusing on business formation, annual compliance, big and small contracts, high net worth estate planning, and supervises tax return preparation.

Professional Qualifications

Licensed to practice in all courts in the State of California
California Board of Accountancy – CPA Certificate (Inactive)
Member, State Bar of California – 1983

Education

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

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 California Trust, 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