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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Copenbarger & Copenbarger, LLP

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Aptos, CA
Copenbarger & Copenbarger, LLP

We strive to find comprehensive legal and financial solutions that suit your specific life circumstances and estate needs.

Copenbarger & Copenbarger, LLP strives to find comprehensive legal and financial solutions that suit your specific life circumstances and estate needs.

06/18/2026

Think a quick cash gift is harmless? It can trigger reporting.
Learn how gift tax planning for family wealth transfers helps avoid common mistakes - from down payments to stock transfers - and why structure changes outcomes.

Read more: https://bit.ly/Gifting-to-Children-and-Grandchildren
Schedule a consult: https://bit.ly/CopenbargerLawBusinessTaxAdvancedPlanning

By Kevin VandenBroeke | Associate Attorney | Business, Tax, and Advanced Planning

06/16/2026

Join us this Saturday, in Santa Ana, for an in‑person client seminar focused on practical planning strategies for California families and business owners.

Location: Courtyard by Marriot
8 MacArthur Pl, Santa Ana, CA
Date: June 20, 2026
Time: 9am to 12pm PT

Key points for this seminar:
• Estate Planning Basics: A clear look at how foundational estate plans support long‑term family goals.
• Trust & Estate Administration: What families should expect during the administration process - and how preparation helps.
• Business, Tax & Advanced Planning : Planning techniques that align business interests with personal legacy goals.

Register Here: https://bit.ly/CopenbargerLawSantaAnaClientSeminar

06/12/2026

Signing a record deal without legal insight could cost you more than you realize.
This blog explains record deal legal considerations for musicians, including hidden risks around advances, royalties, and master ownership that impact long-term earnings.

Read the blog now: https://bit.ly/RecordDealsExplained

Schedule a consultation: https://bit.ly/CopenbargerLawBusinessTaxAdvancedPlanning

By Katherine Grout | Associate Attorney | Business, Tax, and Advanced Planning

06/09/2026

Your trust may be outdated - and you might not even know it.
Join us for our upcoming webinar, Living Trusts Aren’t Set‑and‑Forget, where we’ll discuss why regular reviews matter and how life changes can quietly affect your plan.

Host: Victoria Rayman, Estate Planning Attorney
Date: June 11, 2026
Time: 1pm PT

Click here to register: https://bit.ly/CopenbargerLawWebinarLivingTrustsArentSetandForget

Stay . Stay .

06/06/2026

We were honored to attend and sponsor the
Canine Companions’ Putting for Pups Golf Classic - it was such an amazing event. What an incredible day of fellowship, community, and support for a truly life-changing mission!

Canine Companions provides expertly trained service dogs to children, adults, and veterans with disabilities, helping them gain greater independence, confidence, and quality of life.

A special thank you to the organizers, volunteers, sponsors, and supporters who made this event such a success.

06/04/2026

Introducing Mayra Medina!
Mayra’s journey at Copenbarger & Copenbarger reflects dedication, precision, and passion. As a Paralegal & Client Relations Specialist, she supports marketing and client intake efforts while guiding individuals and families through the estate planning process with clarity and care. Through her relationship-building, attention to detail, and true desire to help others, she creates a positive client experience and makes a lasting impact on our firm every day.

!

06/02/2026

A look back at one of our recent client seminars in Sacramento!

We discussed so many important topics and pictured here you can see Copenbarger & Copenbarger Business & Tax Attorney Katherine Grout sharing valuable insights on business, tax, and advanced planning strategies.

Thank you to everyone who joined us at us in Sacramento!

Make sure you don't miss the next one near you: https://bit.ly/Copenbargerevents

05/26/2026

Join us to understand more about Proposition 19 and navigate inherited property decisions.

Estate Administration Attorney Mark O’Brien will be discussing Proposition 19 from the perspectives of trustees, executors, and beneficiaries. Learn more about common misconceptions, key occupancy and planning conversations that can help preserve both family relationships and long‑term goals.

Register here: https://bit.ly/CopenbargerLawWebinarProposition19

Thursday, 28 May 2026
11:00 a.m. (PT)
Zoom

05/25/2026

Today we honor the brave men and women who made the ultimate sacrifice for our freedom

Thank you to all who served.
We will never forget.

05/23/2026

With leadership that spans strategy, growth and the future of our firm, our team is united in making educational estate planning resources accessible across California.

Pictured here: our CEO Chris Carroll, Junior Partner Victoria Rayman and Marketing Director Martin Bach, working together to support our mission and the communities we serve statewide.

Visit our website to find a location near you: https://bit.ly/CopenbargerLawOffices

Address

610 Clubhouse Dr
Aptos, CA
95003

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.copenbarger.com/

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