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.

 

Joe’s experience in this specialized area of the law includes:

-over 30 years as a licensed attorney in California

-over 30 years as a licensed Certified Public Accountant (CPA) in California

-A Certified Specialist in Estate Planning, Probate, and Trust Law by the California State Bar since 2001

-Planning, drafting, administering and/or litigating hundred of estates and trusts since 1980