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.
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.