Philip Jay Holthouse, Estate Planning Attorney in Newport Beach, California
Over 33 years of legal practice · focused on Estate Planning, Tax, and Trusts
MemberatSherry Meyerhoff Hanson & Crance LLP
Newport Beach, CA
Practicing estate planning in Newport Beach since 1993.
- 33+
- Years practicing
- 1
- Bar admission
Practices in
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Quick answer
Philip Jay Holthouse is a member based in Newport Beach, CA. The practice focuses on Estate Planning, Tax, and Trusts. Philip has over 33 years of legal experience. Currently practicing at Sherry Meyerhoff Hanson & Crance LLP.
- Based in
- Newport Beach, CA
- Experience
- over 33 years
- Known for
- Estate Planning · Tax · Trusts
- Handles Estate Planning, Tax, and Trusts matters from Newport Beach, CA.
- Over 33 years of practice as a licensed attorney.
About Philip Jay Holthouse: Philip Jay Holthouse is a member based in Newport Beach, CA. The practice focuses on Estate Planning, Tax, and Trusts. Philip has over 33 years of legal experience. Currently practicing at Sherry Meyerhoff Hanson & Crance LLP.
Areas of practice
Practice areas handled by Philip Jay Holthouse
Philip concentrates on estate planning, tax, and trusts. Each area below outlines the kind of case Philip handles, typical outcomes to expect, and how the intake process starts.
Estate Planning
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Tax
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Trusts
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Estate Planning cases in Newport Beach, California
Philip takes estate planning matters in Newport Beach, California. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Philip agrees to represent you.
Tax cases in Newport Beach, California
Philip takes tax matters in Newport Beach, California. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Philip agrees to represent you.
Trusts cases in Newport Beach, California
Philip takes trusts matters in Newport Beach, California. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Philip agrees to represent you.
Biography
About Philip Jay Holthouse — Over 33 years of California estate planning experience
Philip Jay Holthouse is a member based in Newport Beach, CA. The practice focuses on Estate Planning, Tax, and Trusts. Philip has over 33 years of legal experience. Currently practicing at Sherry Meyerhoff Hanson & Crance LLP.
Philip Jay Holthouse is a lawyer practicing taxation, trusts & estates, estate planning. Philip received a B.S. degree from University of Southern California in 1981, and has been licensed for 33 years. Philip practices at Sherry Meyerhoff Hanson & Crance LLP in Newport Beach, CA.
How Philip handles estate planning matters
Philip Jay Holthouse is a lawyer practicing taxation, trusts & estates, estate planning. Philip received a B.S. degree from University of Southern California in 1981, and has been licensed for 33 years. Philip practices at Sherry Meyerhoff Hanson & Crance LLP in Newport Beach, CA.
The kind of cases Philip takes
Philip reviews new inquiries case-by-case for estate planning, tax, and trusts matters in Newport Beach and the surrounding California area.
Credentials
Philip Jay Holthouse's legal education and bar admissions
Loyola Law School
J.D. · 1993
University of Southern California
B.S. M.B.T. · 1981
Jurisdictions
Philip's state bar admissions
California
1993 · ACTIVE
Philip studied at J.D. in Loyola Law School and B.S. M.B.T. in University of Southern California.
Law school and academic background
Philip completed J.D. in Loyola Law School and B.S. M.B.T. in University of Southern California. Formal legal training is one signal of substantive knowledge — the day-to-day practice Philip runs in California is where that training gets applied to real client questions.
Affiliations
Philip's professional memberships and bar associations
Los Angeles County and American Bar Associations State Bar of California (Member, Tax Section) American Institute of Certified Public Accountants California Society of Certified Public Accountants
membership
Locations
Philip Jay Holthouse's office in Newport Beach
Philip's primary office is at 610 Newport Center Drive, Suite 1200, Newport Beach, CA, 92660-6445. In-person meetings are by appointment; a phone intake usually comes first.
Sherry Meyerhoff Hanson & Crance LLP
610 Newport Center Drive, Suite 1200
Newport Beach, CA 92660-6445
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Schedule your consultationHiring guide
How to hire Philip Jay Holthouse — what to expect in your first consultation
Working with a new estate planning attorney should feel structured. Here's how the first two conversations with Philip usually go, from the moment you request a consult to the day representation begins.
Consultation formats and pricing
Philip charges for the initial consult. That fee is credited toward representation if you retain Philip's office.
What to bring to your first meeting
Bring any documents you already have — police reports, medical records, filed pleadings, correspondence from an insurer, a copy of the contract at issue. If you're not sure, err on the side of bringing everything; Philip will tell you what matters and what doesn't.
Questions to ask a estate planning attorney in Newport Beach, California
A short list to run through before you commit: How many estate planning matters have you handled in the last year? What's your fee structure? Who else in the office will work on this? What's your realistic estimate of timeline and range of outcomes? How do I reach you between meetings?
Fees & payment
Fees, payment methods, and consultation options for Philip
Philip discusses fees during intake so the arrangement fits the matter. Contingency, hourly, and flat-fee options are all common in estate planning practice — ask which fits.
Hourly rates, contingency fees, and flat-fee options
Every estate planning matter is priced differently. Simple document review might be a flat fee. Injury litigation is often contingency. Complex commercial disputes usually run hourly with a retainer. Philip confirms the model in the engagement letter before any work starts.
Payment methods and payment plans
Philip's office accepts standard payment methods. Ask about payment plans if the retainer is a stretch — many estate planning practices work with clients on structured schedules.
Frequently asked
Frequently asked questions about Philip Jay Holthouse
How much does it cost to hire Philip for a estate planning case?
Cost depends on the type of matter, the fee model (contingency, flat, hourly), and how contested the case becomes. Philip walks through the likely range during the consult so there are no surprises.
Does Philip offer a free consultation?
Philip charges for the initial consult; that fee is credited toward representation if you retain Philip's office. Some estate planning attorneys offer free consults — check Philip's current terms during booking.
How long do estate planning cases in California typically take?
Simple estate planning matters can wrap in a few weeks; disputed cases can run 6–18 months from intake to resolution, longer if the matter goes to trial. Philip gives a realistic estimate for your facts at the consult — vague answers here are a red flag.
Can Philip take my case if I'm outside Newport Beach?
Philip is licensed in California. Matters governed by California law are the natural fit. Out-of-state matters are handled case-by-case, sometimes with local co-counsel. Ask during intake — Philip will tell you if the case is a fit or refer you to someone closer to your court.
What should I bring to my first meeting with Philip?
Bring every document that touches the dispute: contracts, correspondence, police or medical reports, filed pleadings, invoices, photographs, insurance letters. Also bring a written timeline of what happened, in your own words. Philip will filter what matters — over-preparing at intake is always cheaper than needing a second meeting.
Is Philip accepting new estate planning clients right now?
Philip's intake status shifts week to week. Submit the form; the office will confirm availability or refer the matter out.
Areas served
Estate Planning attorneys serving Newport Beach, Los Angeles and San Francisco in California
Philip handles estate planning matters throughout California. Each city below is a direct link into the search page for verified estate planning attorneys in that community.
- Newport Beach3,106 attorneys
- Los Angeles39,975 attorneys
- San Francisco26,380 attorneys
- San Diego16,903 attorneys
- Sacramento10,561 attorneys
- Irvine6,831 attorneys
- Oakland5,709 attorneys
- San Jose5,009 attorneys
- Palo Alto4,084 attorneys
- Beverly Hills3,348 attorneys
- Pasadena2,894 attorneys
- Santa Monica2,756 attorneys
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