The Law Office of Rebecca Sommer is an estate planning firm based in Anaheim, California, specializing in comprehensive and personalized legal solutions for individuals and families. With nearly a decade of experience, attorney Rebecca Sommer stands out for her background in both litigation and financial planning, offering clients a unique blend of legal and strategic insight to protect their legacies and minimize tax burdens.
The firm takes a compassionate, client-centered approach, focusing on building meaningful partnerships to address each family’s specific needs. Rebecca Sommer works closely with seasoned tax experts to help clients preserve wealth and avoid excessive taxation, with a particular emphasis on serving professionals, families, and educators in Orange County. Her practice is especially attuned to the unique financial and legal challenges faced by California residents, including teachers planning for early retirement.
Services Offered
- Estate Planning
- Wills
- Trusts (including Revocable Living Trusts, Probate Avoidance Trusts, Marital Trusts, Education Trusts, Special Needs Trusts, Charitable Remainder Trusts, and Pet Care Trusts)
- Power of Attorney
- Advance Health Care Directive
- Special Needs Planning
- Guardianship Nomination
- Legacy Planning
- Estate Tax Planning and Minimization
- Early Retirement Planning for Teachers
- Wealth Preservation Strategies
Serving clients throughout Orange County and beyond, the firm offers resources such as the Legacy Dream Book and guides on special needs trusts, reinforcing its commitment to education and accessibility in estate planning. Rebecca Sommer is fluent in crafting plans that align with California laws and tailored to individual family dynamics and long-term objectives.
