Call Us Now: (800) 548-8564

Phil Shekerlian, Esq.

team

Phil Shekerlian, Esq.

Senior Partner

Phil Shekerlian is a highly experienced attorney focusing in areas of Estate & Tax Planning, Tax Preparation, Asset Protection, Business Startup & Exit Planning, Probate, and Trust Administration. With over twelve years of experience, he has built a reputation for providing insightful legal counsel and building relationships with his clients.

Phil, a native to Orange County, began his journey into wealth and legacy planning by interning with a well-established former IRS attorney, and then eventually opened his own practice in 2012. Phil continued to build his practice by offering basic and advanced planning techniques with an exceptional level of customer service, which cannot be found at other firms. In early 2024 Phil realized the additional benefits he could offer to his clients by joining with BarthCalderon, and so in October of 2024 Phil became a Senior Partner at BarthCalderon.

Known for his relational approach, Phil offers personalized strategies tailored to each client’s unique circumstances. He is dedicated to ensuring that clients understand their legal options every step of the way and feel empowered to make informed decisions. Phil does not believe in selling solutions to his clients, but instead educating his clients and letting them decide what approach works best for them.

Practice Areas

  • Estate Planning
  • Tax Planning
  • Tax Preparation
  • Business Formation
  • Business Succession & Exit Planning
  • Mergers & Acquisitions
  • Onshore & Offshore Asset Protection
  • Probate
  • Trust Administration

 

Education Background, Licenses & Achievements

  • Whittier College School of Law, Juris Doctorate
  • California State University, Fullerton, Bachelor’s Degree
  • Saddleback College, Associate’s Degree

 

Speaking Engagements & Education

Phil speaks regularly on multiple platforms/venues including YouTube, AM radio, social media, local businesses, assisted living facilities, chambers of commerce, business conventions, and at local restaurants. If you would like to Phil to come speak to your organization free of charge, please contact our office.

 

Community Involvement, Organizations & Affiliations

  • United Way & IRS VITA (Tax Preparation) Volunteer

 

Personal

When not practicing law, Phil and his wife spend most of their time keeping up with their twin toddlers, while also attending sporting events, fishing, and travelling. He is a long time California Angels season ticket holder and Anaheim Ducks fan.