Curriculum Vitae

EDUCATIONAL BACKGROUND

• Bachelor of Arts – California State University, Fullerton – 2009

• Juris Doctor – Loyola Law School – 2014 – With Concentration in Tax Law

• Master of Science in Taxation (LLM) – Loyola Law School – 2014 – With Distinction

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AREAS OF FOCUS

• Estate Planning

• Probate

• Trust & Estate Litigation

• Financial Elder Abuse & Undue Influence

• Estate Tax Planning

• Property Tax Planning

• Medi-Cal Planning

AWARDS

• 2022-2025 Best Legal Services Award, Yorba Linda Chamber of Commerce

• Super Lawyers Rising Star 2017-2025 (Designated as top 2.5% of California Young Attorneys)

• 2018 40 under 40 Award, Corona Chamber of Commerce (Designated as top 40 professionals under 40 years old)

• First Honors Award 2014, Elder Law Curriculum, Loyola Law School

ARTICLES

• ‘Prejudgment Interest and Business Succession Planning,’ Hartnett Law Group LegalBrief, November 2014

• ‘Smooth Sailing for Seniors...Joshua Ramirez Help Navigate Families to Peace of Mind,’ Orange County Attorney Journal, Volume 124, Spring 2016

• ‘Joint JD/Tax LLM Degree Accelerates Career of Recent Alumnus,’ Loyola Law School, Spring 2016

• ‘California Leaders in Law: Navigating Families to Peace of Mind,’ Forbes, 2016

• ‘Elder Law – Serving the Greatest Generation,’ Orange County Lawyer, Volume 59, 2017

• ‘Planning for the Future,’ Yorba Linda City Lifestyle, April 2022

• ‘Wealth Legacy Architect,’ Yorba Linda City Lifestyle, April 2024

• ‘Protect and Preserve Your Family’s Wealth,’ Yorba Linda City Lifestyle, April 2025

LEADERSHIP

• Chair, Elder Law Section, Orange County Bar Association, 2019

• Vice Chair, Orange County Bar Association, 2018

• Secretary and Treasurer, Orange County Bar Association, 2017

• Crittenton Services for Children and Families, Board of Directors Member, 2015-2017

MEMBERSHIPS

• California State Bar, Bar Number 300285, 2014-Present

• Washington State Bar, Bar Number 62458, 2025-Present

• Orange County Bar Association, 2014-Present

• Trust and Estates Section, Orange County Bar Association, 2014-Present

• Elder Law Section, Orange County Bar Association, 2014-Present

• North Orange County Prestige, Founding Member, 2025-Present

• Yorba Linda Influentials, Founding Member, 2022-2025

• Young Probate Professionals, 2018-Present

• Business Networking International, Yorba Linda Chapter, 2024-Present

• Rotary Club, 2016-2020

VOLUNTEER

• The Cause Church, Brea

Brief Biography for Joshua D. Ramirez

Joshua D. Ramirez is the founder of California Estate Planning Services PC. He holds a Juris Doctor with a concentration in Tax Law and a Master of Science in Taxation (LLM) with Distinction from Loyola Law School. With a bar admission dating back to 2014, his practice focuses extensively on Estate Tax Planning and Property Tax Planning.

Teaching Experience and Professional Instruction

Mr. Ramirez possesses a robust background in professional legal education and has served as a specialized instructor for several legal organizations. His teaching experience includes providing high-level technical training to practitioners at various law firms.

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Mr. Ramirez is a recognized authority in professional standards and is authorized to provide Continuing Education (CE) to CPAs under Sponsor ID# 171-289 through the National Association of State Boards of Accountancy.