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Joseph MonaJoseph Mona
Joseph Mona
Estate Planning & Trust Attorney at Law
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ATTORNEY PROFILE

JOE-MONAJoseph 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

Contact Us
  • Phone
    949-453-8200
  • Email
    reception@josephmona.com
  • Address
    300 Spectrum Center Drive
    Suite 955
    Irvine, CA 92618
  • Fax
    949-453-8254
  • Map and Directions
    Google Map

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Testimonials
  • Creative Estate Planning and Trust Recommendations for Difficult Issues

    Joe Mona has been the estate planning attorney for our family for over 15 years. Joe has provided trust planning and consultation to multiple generations of our family, and his advanced planning recommendations have saved our family significant estate and gift taxes over the years. read more

    -D. Humphries, Orange County
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
    Google Map

Find us on:

LinkedinMailWebsite
Joseph Mona
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