John L. Wong, Esq.
Orange County Estate Planning Attorney – Shareholder
John L. Wong is the Managing Shareholder of Modern Wealth Law, APLC. John advises individuals and families on all aspects of estate planning, probate and trust administration. His clients range from young professional couples wanting to ensure the care of their young children, to business owners concerned with business succession and asset protection. Admittedly, discussing death, taxes and lawsuits may not be the most enjoyable topic, however John’s approach to estate planning is different. John believes that estate planning is not about planning for death, but planning for life and ensuring your wishes are fulfilled, while having protections in place should the unexpected occur.
The traditional charge by the hour approach to estate planning is a thing of the past. John provides his clients with customized estate plans that meet their needs and goals at a reasonable flat-fee.
In the unfortunate situation where a dispute arises, John also represents beneficiaries and fiduciaries in trust and probate litigation. He believes in zealously advocating for his clients in a fashion that allows for a quick and favorable result, but with the experience to take matters to trial.
CERTIFIED SPECIALIST IN ESTATE PLANNING, TRUST AND PROBATE LAW
The State Bar of California has recognized John as Certified Specialist in Estate Planning, Trust and Probate law. In order to be certified, John was required to take and pass a comprehensive full-day written exam in estate planning, trust and probate law. He was also required to demonstrate a high level of expertise and requisite number of years of experience in estate planning. Lastly, in order to become certified by the State Bar of California, John was favorably evaluated by other attorneys and judges familiar with his work in estate planning, trust and probate. The State Bar of California certifies certain attorneys as Specialists in Estate Planning to help the public identify attorneys who have demonstrated proficiency in this specialized area of law.
For several years before founding Modern Wealth Law, John worked at one of the nation’s largest estate planning law firms. John was an integral part of the team that represented several well-known estates, including the Estate of Michael Jackson and the Conservatorship Estate of Britney Spears.
John has advised and prepared estate plans for clients that range from young professionals beginning their career and starting a family, to mulit-millionaire business owners that are seeking a business succession plan for the next generation.
He is one of the few attorneys in Orange County who has expertise in estate planning, administration and related litigation. John’s trust and probate litigation and trial experience includes:
- Representing beneficiaries against trustees who have breached their fiduciary duties;
- Representing fiduciaries during trust and probate administration and defending fiduciaries against creditors and beneficiaries;
- Representing parties involved in allegations of undue influence and elder abuse; and
- Representing parties in several other trust and probate contests.
ORANGE COUNTY AIRPORT COMMISSIONER
John also remains active in other community projects.
John is currently a member of the Trusts and Estates Section of the California Bar Association and the Trusts and Estates Section of the Orange County Bar Association.