Copenbarger & Copenbarger LLP: Company Profile

Background

Founded in 1979 by Lloyd Copenbarger, Copenbarger & Copenbarger LLP is a California-based law firm specializing in estate planning, trust administration, elder law, and related legal services. The firm's mission is to provide high-quality legal services and education to the community, emphasizing integrity, honesty, honor, and trust. Over the past four decades, the firm has expanded its reach, serving over 30,000 clients across California.

Key Strategic Focus

Copenbarger & Copenbarger LLP focuses on delivering comprehensive estate planning and related legal services tailored to individual client needs. The firm's core objectives include:

Estate Planning: Crafting personalized estate plans to ensure clients' assets are managed and distributed according to their wishes.

Trust Administration: Assisting trustees in managing and distributing trust assets efficiently.

Elder Law and Medi-Cal Qualification: Guiding clients through the complexities of elder law, including Medi-Cal qualification and asset protection.

Estate Litigation: Representing clients in disputes related to estates, trusts, and probate matters.

Business and Tax Planning: Advising on business formation, tax strategies, and succession planning.

The firm serves a diverse clientele, including individuals, families, and businesses, with a particular emphasis on the Christian community and charitable organizations.

Financials and Funding

Copenbarger & Copenbarger LLP is a privately held firm with an estimated annual revenue of $7.1 million and approximately 39 employees. The firm has experienced a 39% growth in employee count over the past year.

Technological Platform and Innovation

While specific proprietary technologies or AI-driven capabilities are not detailed, Copenbarger & Copenbarger LLP leverages over 150 years of combined legal experience to provide unique and detailed legal documents and services. The firm's commitment to continuous education and adaptation to legal changes ensures innovative solutions for clients.

Leadership Team

The firm's leadership comprises experienced attorneys dedicated to providing exceptional legal services:

Lloyd Gaylord Copenbarger: Founding Partner with extensive experience in estate planning and trust law.

Larry Gaylan Copenbarger: Partner specializing in estate planning and business succession planning.

James Morris Kosareff: Senior Attorney with expertise in estate planning and trust administration.

Victoria Elaine Rayman: Associate Attorney focusing on estate planning and elder law.

Robert Joseph Galliano: Associate Attorney specializing in estate planning and trust administration.

Kimberley Parkins: Associate Attorney with a focus on estate planning and related legal services.

Sunny Boren: Attorney with experience in estate planning and trust administration.

Competitor Profile

Market Insights and Dynamics

The estate planning and trust administration market in California is competitive, with numerous law firms offering similar services. The demand for these services is driven by an aging population, increasing wealth, and the need for asset protection and succession planning.

Competitor Analysis

Key competitors in the California estate planning legal market include:

Resnick and Louis: A law firm offering a range of legal services, including estate planning.

Taylor Anderson: Provides legal services with a focus on estate planning and related areas.

Kaplan Kirsch and Rockwell: Offers legal services in various practice areas, including estate planning.

Strategic Collaborations and Partnerships

Copenbarger & Copenbarger LLP has a history of working with the Christian community and charitable organizations to facilitate charitable planning for donors and members. The firm's planning has helped facilitate over a billion dollars back to non-profit organizations.

Operational Insights

The firm's commitment to personalized service, combined with its extensive experience and focus on continuous education, positions it as a leader in the estate planning legal market in California. Its emphasis on building multi-generational relationships with clients ensures long-term client retention and satisfaction.

Strategic Opportunities and Future Directions

Copenbarger & Copenbarger LLP aims to continue expanding its client base across California by offering comprehensive estate planning and related legal services. The firm's focus on continuous education, adaptation to legal changes, and commitment to client service positions it well for future growth and success.