Uniquely positioned to use his legal, accounting, and dispute resolution expertise, Joe provides clients with an elite service for preserving and passing wealth without the bureaucracy and overhead of large firms. Mr. Mona is able to draw on his unique interdisciplinary qualifications to provide unique strategies and approaches to yield asset protecting, cost saving, and family preserving solutions.
Since most litigation matters are ultimately decided after discovery and analysis of the details, Joseph Mona's C.P.A. experience "dealing with the numbers" provides an advantage. Joseph Mona has received specialized mediation training from the Straus Institute For Dispute Resolution, which is considered some of the best mediation training in the country.
Shouldn't securing your family's future be a high priority? Joseph M. Mona will guide you through the maze of plans and options available, no matter your wealth level. Joseph M. Mona, J.D., C.P.A. works closely with clients to resolve complex estate, trust and probate issues, preserving the value of high net worth estates and accomplishing client goals.
Since most litigation matters are ultimately decided after discovery and analysis of the details, Joseph Mona's C.P.A. experience "dealing with the numbers" provides an advantage. Joseph Mona has received specialized mediation training from the Straus Institute For Dispute Resolution, which is considered some of the best mediation training in the country.
Shouldn't securing your family's future be a high priority? Joseph M. Mona will guide you through the maze of plans and options available, no matter your wealth level. Joseph M. Mona, J.D., C.P.A. works closely with clients to resolve complex estate, trust and probate issues, preserving the value of high net worth estates and accomplishing client goals.
Services
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.
Clients receive both the integrated legal oversight of an attorney and the financial sensibility of a CPA for better strategic planning and situation analysis.
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.
Clients receive both the integrated legal oversight of an attorney and the financial sensibility of a CPA for better strategic planning and situation analysis.
Joseph M. Mona, J.D., C.P.A. focuses on four key areas: Trust and Estate Litigation, Trust and Estate Administration, T&E Disputes and Trust/Estate Services.
Sloppy trust and estate administration commonly leads to litigation.
Many things occur during trust and estate administration and probate, and not all of them are pleasant.
If there is a problem with a will or trust, if there has been mismanagement of an estate, if there is or was financial abuse of an elder, these problems will surface.
It is common for the ties holding family members together to become frayed due to stress and/or conflict after the death of the family patriarch or matriarch.
Sloppy trust and estate administration commonly leads to litigation.
Many things occur during trust and estate administration and probate, and not all of them are pleasant.
If there is a problem with a will or trust, if there has been mismanagement of an estate, if there is or was financial abuse of an elder, these problems will surface.
It is common for the ties holding family members together to become frayed due to stress and/or conflict after the death of the family patriarch or matriarch.
Joseph M. Mona, J.D., C.P.A. works closely with clients to resolve complex estate, trust and probate issues, preserving the value of high net worth estates and accomplishing client goals.
Accountants, financial planners, life insurance professionals and wealth managers trust Joe to help their clients with proven dispute resolution, winning litigation skills and transactional legal services.
A Certified Specialist in Estate, Trust and Probate Law, and a Certified Public Accountant, Joe is in an elite class of practicing attorneys in California who have achieved this designation.
Accountants, financial planners, life insurance professionals and wealth managers trust Joe to help their clients with proven dispute resolution, winning litigation skills and transactional legal services.
A Certified Specialist in Estate, Trust and Probate Law, and a Certified Public Accountant, Joe is in an elite class of practicing attorneys in California who have achieved this designation.
Finding the right attorney to help you with your trust or estate matter can be a challenge.
Who do you trust?
Do they have the skills and experience to handle your situation?
What if you run into problems that result in litigation?
How do you minimize your tax obligations while maximizing the value of your estate?
With Joseph Mona, you get an attorney and a CPA with 30 years of experience dealing with trust and estate matters.
Multigenerational estate planning can be a challenge when trying to preserve wealth passing from generation to generation.
Who do you trust?
Do they have the skills and experience to handle your situation?
What if you run into problems that result in litigation?
How do you minimize your tax obligations while maximizing the value of your estate?
With Joseph Mona, you get an attorney and a CPA with 30 years of experience dealing with trust and estate matters.
Multigenerational estate planning can be a challenge when trying to preserve wealth passing from generation to generation.
Sloppy trust and estate administration commonly leads to litigation.
Many things occur during trust and estate administration and probate, and not all of them are pleasant.
If there is a problem with a will or trust, if there has been mismanagement of an estate, if there is or was financial abuse of an elder, these problems will surface.
It is common for the ties holding family members together to become frayed due to stress and/or conflict after the death of the family patriarch or matriarch.
Special skills are needed to deal with these complex family dynamics.
Many things occur during trust and estate administration and probate, and not all of them are pleasant.
If there is a problem with a will or trust, if there has been mismanagement of an estate, if there is or was financial abuse of an elder, these problems will surface.
It is common for the ties holding family members together to become frayed due to stress and/or conflict after the death of the family patriarch or matriarch.
Special skills are needed to deal with these complex family dynamics.
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