Dennis Sandoval is the only attorney in California with all four of the following professional designations: Certified Estate Planning, Trust and Probate Law Specialist, Certified Elder Law Attorney, Certified Tax Law Specialist and Accredited Estate Planner. Dennis currently serves on the board of directors of the National Academy of Elder Law Attorneys and the National Elder Law Foundation and he is the Director of Education of the American Academy of Elder Law Attorneys. He has a Master of Tax Law degree from Golden Gate University College of Law. Mr. Sandoval is the past president of the Southern California Chapter of the National Academy of Elder Law Attorneys and the Riverside County Bar Estate Planning Section. Dennis is the author of numerous books and articles on estate planning, tax law, elder law and financial planning topics and he is an Adjunct Profession in the LLM Tax Program at Chapman University College of Law.
| Dennis Michael Sandoval: | Member at The Sandoval Legacy Group, a Division of Holstrom, Block, & Parke, APLC |
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3233 Arlington Avenue, Suite 105 Riverside, CA 92506-3246 |
| Website: | http://www.protect-your-wealth.com |
| Phone: | 951-787-7711 |
| Offices: |
Sandoval Legacy Group, a Division of Holstrom, Block, & Parke, APLC
Corona
Newport Beach
Riverside
San Diego
Temecula Valley
Vista
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Estate Planning, Estate Tax Reduction Strategies / Business Succession Planning / Special Needs Planning / Trust Administration / Probate / Will and Trust Contests
Life Care Planning / Nursing Home Medi-Cal Planning / Veterans Aid and Attendance Planning / Revocable Living Trusts / Irrevocable Living Trusts / Power of Attorney for Property / Advance Health Care Directives / Conservatorships / Care Coordination and Advocacy / Elder Financial Abuse
Limited and Probate Conservatorships of the Person and Estate in California; Guardianships for minors
Income and Estate Tax Planning; Business Formation and uccession Tax Issues; Charitable Planning; Tax Controversy
| Association name | Position name | Duration |
|---|---|---|
| American Academy of Estate Planning Attorneys | Director of Education | 2000 - 1900 |
| American Academy of Estate Planning Attorneys | Director of Education | N/A |
| Riverside County Bar Association, Estate Planning, Probate, and Trust Law Section | Chair | 2004 - 2005 |
| National Elder Law Association | Board of Directors | N/A |
| National Elder Law Association | Board of Directors | 2007 - 1900 |
| National Academy of Elder Law Attorneys | Board of Directors | 2008 - 2010 |
| National Academy of Elder Law Attorneys (Southern California chapter) | President | 2008 - 2009 |
| Life Care Planning Law Firms Association | Vice President | 2011 - 2012 |
| Life Care Planning Law Firms Association | Board of Directors | 2011 - 2012 |
| Award name | Grantor | Date granted |
|---|---|---|
| Southern California Super Lawyer | Super Lawyers | 2020 |
| Southern California Super Lawyer | Super Lawyers | 2019 |
| Southern California Super Lawyer | Super Lawyers | 2018 |
| Southern California Super Lawyer | Super Lawyers | 2017 |
| Southern California Super Lawyer | Super Lawyers | 2016 |
| Southern California Super Lawyer | Super Lawyers | 2015 |
| Fellow Award | National Academy of Elder Law Attorneys | 2014 |
| Southern California Super Lawyer | Super Lawyers | 2013 |
| Southern California Super Lawyer | Super Lawyers | 2012 |
| Southern California Super Lawyer | Super Lawyers | 2011 |
| Accredited Estate Planner | National Association of Estate Planners and Councils | 2007 |
| Certified Specialist - Elder Law | State Bar of California | 2004 |
| Certified Specialist - Taxation Law | State Bar of California | 2002 |
| Certified Specialist - Estate Planning, Trust & Probate Law | State Bar of California | 2000 |
| Enrolled Agent | Internal Revenue Service | 1990 |
| School name | Degree | Graduated |
|---|---|---|
| California State University, Fullerton | Undergraduate | 1982 |
| Western State University College of Law | JD - Juris Doctor | 1996 |
| Western State University College of Law | JD - Juris Doctor | 1996 |
| Golden Gate University School of Law | LL.M - Master of Laws | 1999 |
| Golden Gate University School of Law | LL.M - Master of Laws | 1999 |
| State | Number | Status | Acquired | Updated |
|---|---|---|---|---|
| CA | Active | 1996 | 11/15/2021 |
| Publication name | Title | Date |
|---|---|---|
| Special Needs Trusts:Planning, Drafting and Administration | Treatise | 2019 |
| NAELA News | Taxation of Special Needs Trusts, Part 1 | 2009 |
| NAELA News | Taxation of Special Needs Trusts, Part 2 | 2009 |
| Estate Planning magazine | Tax Efficient Funding of Special Needs Trusts | 2005 |
| Estate Planning magazine | Drafting Trusts for Maximum Protection from Creditors | 2004 |
| Journal of Practical Estate Planning | Reports of Its Death are Greatly Exaggerated: The State Death Tax Lives On | 2004 |
| Trusts & Estates | Get Medicaid Without Giving Up the Farm | 2003 |
| Journal of Practical Estate Planning | Judicial Foreclosures and Constitutional Challenges: What Every Estate Planner Needs to Know | 2002 |
| Conference name | Title | Date |
|---|---|---|
| Special Needs Planning Symposium | Income is Income, Or Is It? - What is Income for Accounting, Tax And Social Security Purposes | 2020 |
| Special Needs Planning Symposium | ABCs of Grantor Trusts for Special Needs Attorneys | 2020 |
| Fall Summit 2019 of the American Academy of Estate Planning Attorneys | Estate Planning Issues for Divorcing Couples | 2019 |
| National Conference on Special Needs Planning and Special Needs Trusts | Navigating the IRA Minefield - Lessons Learned from PLR 201021038 | 2018 |
| Title | Company name | Duration |
|---|---|---|
| Owner | Dennis M. Sandoval, A Professional Law Corporation | 2000 - 1900 |
| Director of Education | American Academy Of Estate Planning Attorneys | 2000 - 2014 |
| Owner | Dennis M. Sandoval, A Professional Law Corporation | N/A |
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