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Joseph MonaJoseph Mona
Joseph Mona
Estate Planning & Trust Attorney at Law
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Firm Overview

Joseph M. Mona, J.D., C.P.A. delivers comprehensive trust, estate, probate and tax legal services without the incumbent big law firm bureaucracy, overhead and delegation to associates. Expert, efficient, and effective client service is provided on a value basis. Unlike many attorneys who practice several areas of law and try to do and be many things for their clients, Joe is a certified specialist in trust, estate, and probate law with 30 years of practical experience.

Why clients want to work with Joseph M. Mona, J.D., C.P.A.:

 

Legal and Financial Accounting

Clients receive both the integrated legal oversight of an attorney and the financial sensibility of a CPA for better strategic planning and situation analysis.  Important issues are addressed upfront and are well planned.  Comprehensive, integrated service is provided in coordination with accountants, financial advisors, and fiduciaries to ensure detailed, comprehensive solutions.

 

Administration and Litigation Experience

Most estate and trust attorneys are limited to transactional law (planning and drafting documents) and lack experience and expertise in administering trusts and estates, dispute resolution, or litigation. Joe has strategized numerous client estate plans and administered, negotiated, mediated, litigated and successfully resolved numerous estate, trust and probate disputes both in and out of court.

 

Mediation and Negotiation Experience

Trial attorneys litigate, but few have the mediation training to resolve matters privately, cost effectively, and with a win-win family preserving result. In addition to his extensive legal training and experience, Joe has received specialized mediation training from the Straus Institute for Dispute Resolution. General trial attorneys lack specialization in estate, trust and probate law and the procedures of the Probate Court, which can result in inefficient, costly representation with limited success.

 

Elite Class

Joe is a Certified Specialist in estate planning, probate and trust law by the California Board of Legal Certification. Less than 1/2 of 1% of all California attorneys have achieved and been awarded this designation by the California State Bar.

In the legal world, desired outcomes don’t just happen.  They are strategically planned for and directed.  Retaining an experienced specialist like Joseph M. Mona, J.D., C.P.A. is critical to protecting your assets and your estate.

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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