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Joseph MonaJoseph Mona
Joseph Mona
Estate Planning & Trust Attorney at Law
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    TRUST & ESTATE
    ADMINISTRATION
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    INTEGRATED LEGAL
    & FINANCIAL EXPERTISE
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    EFFECTIVE MEDIATION
    & RESOLUTION

EXPERIENCE.    INTEGRITY.    RESULTS.

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.

TRUST & ESTATE
ADMINISTRATION

Mr. Mona is able to draw on his unique interdisciplinary qualifications to provide unique strategies and approaches to yield asset protecting, cost saving, and family preserving solutions.

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TRUST & ESTATE
LITIGATION

Since most litigation matters are ultimately decided after discovery and analysis of the details, Joseph Mona’s C.P.A. experience “dealing with the numbers” provides an advantage.

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MEDIATING TRUST
& ESTATE DISPUTES

Joseph Mona has received specialized mediation training from the Straus Institute For Dispute Resolution, which is considered some of the best mediation training in the country.

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TRUST & ESTATE
PLANNING

Shouldn’t securing your family’s future be a high priority? Joseph M. Mona will guide you through the maze of plans and options available, no matter your wealth level.

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ATTORNEY PROFILE

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.

Practice Areas
  • Trust & Estate Administration
  • Trust & Estate Litigation
  • Mediating Trust & Estate Disputes
  • Trust & Estate Planning
Testimonials
  • Avoid Estate Conflicts and Family Confrontation

    Mr. Mona helped me during the very difficult time in my life after my husband passed away. I was emotionally distraught and sure that I would have confrontations with estranged family members on my husband’s side of the family. I was especially concerned about the risk of being involved in litigation at this very trying time of my life. read more

    -Tracy S
Recent Blog Posts
  • Why Certification Matters When Hiring an Estate and Trust Attorney
    October 2, 2013
Contact Us
  • Phone
    949-453-8200
  • Email
    reception@josephmona.com
  • Address
    300 Spectrum Center Drive
    Suite 1550
    Irvine, CA 92618
  • Map and Directions
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Joseph Mona
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