Joseph Mona provides premium guidance to clients in trust and estate matters.
Uniquely positioned to use his legal, accounting, and dispute resolution expertise, Joe provides clients with an elite service for preserving and passing wealth without the bureaucracy and overhead of large firms.
Joseph M. Mona, J.D., C.P.A. works closely with clients to resolve complex estate, trust and probate issues, preserving the value of high net worth estates and accomplishing client goals. Accountants, financial planners, life insurance professionals and wealth managers trust Joe to help their clients with proven dispute resolution, winning litigation skills and transactional legal services. A Certified Specialist in Estate, Trust and Probate Law, and a Certified Public Accountant, Joe is in an elite class of practicing attorneys in California who have achieved this designation.