San Diego Estate Planning Lawyer

Estate Planning

Every year many thousands of people die without having made adequate provision for the disposal of their estate. This leaves family and friends with problems that could have been avoided.

If your affairs would benefit from professional advice, we can help with Will drafting, as well as obtaining grants of probate and administering estates after people have died. We also specialize in providing advice to individuals looking forward to retirement, ensuring that their affairs are well managed and that they have done all they can to minimize their tax liability.

After a lifetime of work, many people look forward to enjoying their retirement with a degree of financial security. It is rare for financial security to come by chance; we can assist in the planning process.

One of the most common questions we are asked is, "Can I protect my assets if I need nursing home care?" We can show you how careful planning may protect your estate for future generations.

We can assist with:

  • Preparation of Wills, including Living Wills and Health Care Proxies
  • Administration of estates
  • Advice with regard to the setting up of Trusts
  • Preparing Powers of Attorney, including Enduring Powers of Attorney
  • Tax Planning
  • Court protection matters
  • Advising business owners on the most tax efficient method of disposing of their business interests
  • Pursuing claims on behalf of individuals who have not been provided for in a will

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Serving clients in Southern California and San Diego County, including Oceanside, Carlsbad, San Diego, Vista, Fallbrook, Escondido, Del Mar, San Marcos, Encinitas, La Jolla, Bonsall, and Camp Pendleton Marine Base.

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