Welcome to the Law Offices of Daniel R. Mortensen, Tax, Trust and Estate Attorneys,
located on Town Center Drive in Valencia, California. We appreciate your visit!

Our goal is to do only a few things, but to do them at a world-class level. To that end, our practice is limited strictly to pre-death estate planning, post-death administration and tax controversy work. Our highly trained staff is absolutely committed to providing our clients with the highest quality estate planning and tax representation available anywhere.

Our clients range from retirees with a condo and a modest fixed income to chief executives of publicly traded companies and mid eight figure net worth. For each we devote ourselves to providing the best and most cost effective solutions to their estate planning and tax controversy needs.


Please click the links below to get information for your specific needs:

Probate information

What is a Living Trust

Conservatorships and Guardianships

IRS Appeals or Offers in Compromise

Trustee, Executor and Beneficiary Representation