Law Office of Evan R. Alonzo

Most of my net worth is tied up in a single company’s stock and ongoing RSUs, which has always made me uneasy from a risk and planning perspective. I needed someone who actually understands how tech compensation works—not just traditional assets. Evan absolutely gets it. He didn’t gloss over the concentration risk or future vesting complexities. Instead, he walked me through how to structure everything with tax implications, liquidity events, and long-term planning in mind. This wasn’t just a basic trust. Evan built a plan that reflects how wealth actually works in California tech—equity-heavy, evolving, and tied to a single company’s performance. It was the first time I felt like someone truly understood my situation. Huge confidence boost and I have a solid plan going forward.

As a business owner with multiple assets, I needed more than a standard plan. Alonzo Law Firm provided advanced trust and estate planning, focusing on asset protection, tax efficiency, and long-term wealth transfer. Evan took the time to understand my full financial picture and built a plan that reflects it. Highly recommend for anyone with a more complex estate.

Evan is one of the best trust attorneys in California I’ve worked with. His attention to detail and understanding of both estate planning and tax strategy is impressive. The firm didn’t just create documents—they helped build a comprehensive plan to protect my assets and our family. If you want a thoughtful, customized approach to estate planning, this is the place to go.