Del Mar Estate Planning Lawyers

Compare 849 top rated California attorneys serving Del Mar.
Scott C. Soady Esq.
PREMIUM

Free Consultation! Experienced Estate Planning Attorney! Protect Your Interests!

I am an effective and dedicated estate planning attorney. I am focused on helping families achieve the results they need! Visit my website for information about estate planning law and call for a free consultation! Read More »
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Denise E. Oxley Esq.
PREMIUM

California Estate Planning Lawyer with 27 years experience

Experienced attorney with office located in Rancho Bernardo, San Diego. In practice in San Diego County for 15 years. Appeared in Los Angeles County, Riverside County and Orange County courts. My practice is limited to... Read More »
10.0Justia Lawyer Rating for Denise E. Oxley Esq. View Profile
Barry L. Adams
PREMIUM

Comprehensive estate planning and probate services. Free consultation. Call now!

I’m an experienced estate planning attorney and serve clients throughout the San Diego area. I provide personalized representation and handle all types of cases, including wills, trusts, and living wills. Read More »
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Donald R. Oder
PREMIUM

Experienced & Trusted Estate Planning Attorney! Committed to Legal Excellence!

I am dedicated to providing the highest quality legal representation at affordable rates. I am committed to client satisfaction and the best possible outcomes! Visit my website for information, call for a consultation. Read More »
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Daniel Kenneth Printz
Claimed Lawyer ProfileSocial Media
Del Mar, CA Estate Planning Attorney with 20 years experience
(858) 720-8250 445 Marine View Avenue
Del Mar, CA 92014
Free ConsultationEstate Planning and Business
Thomas Jefferson School of Law
Del Mar, CA Estate Planning Attorney with 39 years experience
(858) 259-9719 PO Box 2934
Del Mar, CA 92014
Estate Planning
University of San Diego School of Law and Univ of San Diego School of Law
Del Mar, CA Estate Planning Lawyer with 32 years experience
(858) 755-7502 727 Kalamath Dr
Del Mar, CA 92014
Estate Planning
Western State University College of Law and Western State Univ
Del Mar, CA Estate Planning Attorney with 25 years experience
(858) 336-5152 2352 Del Mar Scenic Pkwy
Del Mar, CA 92014
Estate Planning, Bankruptcy, Divorce and Family
California Western School of Law
Del Mar, CA Estate Planning Lawyer with 25 years experience
(858) 350-4000 445 9th St
Del Mar, CA 92014
Estate Planning
California Western School of Law
Del Mar, CA Estate Planning Lawyer with 47 years experience
(619) 231-0456 13748 Mar Scenic Dr
Del Mar, CA 92014
Estate Planning and Elder
University of San Diego School of Law and Univ of San Diego School of Law
Del Mar, CA Estate Planning Attorney with 50 years experience
(858) 755-7433 14004 Mercado Dr
Del Mar, CA 92014
Estate Planning and Business
Harvard Law School and Harvard Univ Law School
Del Mar, CA Estate Planning Lawyer with 54 years experience
(858) 755-8648 333 9th St
Del Mar, CA 92014
Estate Planning, Divorce and Family
Stanford Univ Law School and Stanford Law School
Del Mar, CA Estate Planning Attorney with 50 years experience
(858) 755-1900 PO Box 863
Del Mar, CA 92014
Estate Planning
University of San Diego School of Law and Univ of San Diego School of Law
Jack Stephens
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 30 years experience
(858) 250-0197 12526 High Bluff Dr.
Suite 200
San Diego, CA 92130
Free ConsultationEstate Planning, Elder and Tax
University of San Diego School of Law and Baylor Law School
Principal Owner
Jack E. Stephens J.D., LL.M. has been practicing law in San Diego since 1990, helping thousands of taxpayers reduce taxes and homeowners protect their property with Trust strategies. Jack Stephens has been designated as Top Lawyer by San Diego Magazine, Best of the Bar, and Avvo on a consistent basis. He has received annual awards including the AV Preeminent Attorney Rating by Martindell-Hubbell, representing the highest possible rating in both legal ability and ethical standards. As an active contributor to continuing education in Estate Planning, Jack Stephens has authored and edited quarterly newsletters, pamphlets, and contributed articles to the...
Jeffrey Louis Gaffney
PREMIUM

Helping to Protect your Family Assets and your Legacy in Northern San Diego!

I am an experienced Carlsbad Estate Planning attorney dedicated to helping those with their estate planning and probate needs. I provide thoughtful guidance throughout the planning process. Call today! Read More »
10.0Justia Lawyer Rating for Jeffrey Louis Gaffney View Profile
Joel Steven Weissler
PREMIUM

California Estate Planning Attorney with 31 years experience

San Diego Attorney Joel Weissler (619-281-1888) has practiced law for over 25 yrs. Early on, his personal experiences focused his career on Estate Planning, Elder law, Asset Protection & Probate. Joel has been... Read More »
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William Roger Simon Jr
Claimed Lawyer ProfileSocial Media
Rancho Santa Fe, CA Estate Planning Attorney with 32 years experience
(858) 771-0081 PO Box 5005 PMB#107
6105 Paseo Delicias, Suite 7
Rancho Santa Fe, CA 92067
Estate Planning, Business, Elder and Probate
Western State College of Law at Argosy University
Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets. As Chief Counsel at Sollertis, Bill works with his clients in the preparation of a Master Asset Protection Plan™ and, once created, manages a team of strategically selected Private Practice Attorneys who work with him to implement the plan and ultimately, to help his clients protect their assets and obtain financial freedom. Bill brings a business perspective to everything he does. As co-founder and managing partner of San Diego Law Firm, he guided the firm in its ascent...
Kevin K Forrester
Claimed Lawyer ProfileSocial Media
Encinitas, CA Estate Planning Lawyer with 33 years experience
(760) 932-0999 4403 Manchester Ave Ste 205
Encinitas, CA 92024-7903
Estate Planning, Arbitration & Mediation and Real Estate
University of San Diego School of Law
Kevin Forrester has more than 20 years experience as a trust and fiduciary lawyer, arbitrator, and mediator of civil, securities, and real estate disputes; and more than 30 years real estate practice experience as a Realtor® and licensed real estate broker.
Rodney James Hatley
Claimed Lawyer Profile
San Diego, CA Estate Planning Lawyer with 33 years experience
(858) 384-5757 10935 Vista Sorrento Pkwy.
Ste. 120
San Diego, CA 92130
Free ConsultationEstate Planning and Tax
Univ of Memphis Humphreys School of Law and University of San Diego School of Law
Richard Alan Cornell
Claimed Lawyer Profile
Encinitas, CA Estate Planning Lawyer with 30 years experience
(760) 753-0088 2236 Encinitas Blvd
Encinitas, CA 92024
Estate Planning
Univ of San Diego School of Law
Encinitas Probate Attorney Services Mr. Cornell has spent over 25 years emphasising trust administration and probate with the goal of producing value and providing a personal touch for each client. Areas of Practice Estate Planning Incapacity Planning Guardianship? Conservatorship? Trust Administration and Probate? ?Special Needs Planning Richard Cornell After spending his childhood in Oceanside and graduating from Oceanside High School, Richard Cornell went on to attend Loyola Marymount University graduating Cum Laude and then recieved his Juris Doctorate from the University of...
Audrey Grossman
Claimed Lawyer Profile
San Diego, CA Estate Planning Lawyer
(858) 342-8040 11622 El Camino Real
Suite 100
San Diego, CA 92130
Estate Planning
Roberta Jeanette Robinson
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 43 years experience
(858) 485-1990 11665 Avena Pl
Suite 108
San Diego, CA 92128
Free ConsultationEstate Planning and Probate
Univ of San Diego School of Law
Practice Areas
Will and Living Trust drafting and review
Powers of Attorney and Advance Health Care Directives
Will and Trust Amendments and Updates
Estate, Gift, Income, and Property Tax planning Techniques for avoiding probate
Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Advanced Estate Tax Planning: Irrevocable Trusts, Gifting Trusts, Grantor Retained Trusts (GRIT, GRAT, GRUT, QPRT), Life Insurance Trusts
Charitable Planning ? Charitable Trusts (CRAT, CRUT, CLT)

Education
University of San Diego School of Law ? Juris Doctorate in 1977
University of California, Irvine ? Bachelor of Arts in 1974
Personal Philosophy
Roberta helps families plan to transfer assets to the next generation while avoiding probate and miniming...
Jeffrey Louis Gaffney
Claimed Lawyer ProfileOffers Video ChatQ&ALII GoldResponsive Law
(760) 809-9401 7030 Via Cabana
Carlsbad, CA 92009
Free ConsultationOffers Video ChatCarlsbad, CA Estate Planning Lawyer with 27 years experience
Estate Planning, Elder and Stockbroker Fraud
Univ of San Diego School of Law
Jeffrey Gaffney is a 27 year attorney and retired Navy Captain. Originally from New York, he moved to San Diego in 1985 and has remained here since, military duties permitting.

An attorney since 1993, Jeff is a graduate of the University of San Diego School of Law. He began as a law clerk in 1991, helping aggrieved investors recover from unscrupulous stockbrokers. A former registered representative ("used stock salesman") and principal (licensed manager of registered representatives), he began his own law firm in the midst of a scandal involving Prudential Securities' sales of limited partnerships. Since then,...
Tina K Gehres
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Attorney with 22 years experience
(877) 333-2420 4275 Executive Square
Suite 200
San Diego, CA 92037
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Employment
Saint Louis University School of Law
Tina K. Gehres is the President and founder of Gehres Law Library., which she formed to provide affordable legal services to small businesses and individuals in the state of California. With more than two and a half decades of legal and business experience, Ms. Gehres has held a broad range of roles including Corporate Counsel, Director of Human Resources, Law Firm Partner, Legal Consultant, and Senior Accountant. Today, she has positioned herself as a valuable asset to clients as a small business attorney in San Diego and surrounding areas. Ms. Gehres has been a licensed attorney since 1997 and...
Daniel Joseph Wilson
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 8 years experience
(858) 485-1990 11665 Avena Pl
Suite 108
San Diego, CA 92128
Free ConsultationEstate Planning and Probate
University of San Diego School of Law and University of San Diego School of Law
California Board Certified Specialist in Estate Planning, Trust, and Probate Law
Master of Laws in Taxation

Practice Areas
Will and Living Trust Drafting
Powers of Attorney and Advance Health Care Directives
Estate Planning Review
Will and Trust amendments and updates
Estate, Gift, Income, and Property Tax planning
Techniques for avoiding probate
Probates - Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Email: DanielWilson@TrustLaw.us

Professional Associations and Memberships
Rancho Bernardo Community Foundation, Board Member
Rancho Bernardo Business Association
Probate Bench?Bar Committee
San Diego County Bar Association
North County Estate Planning Council
San Diego North County Bar Association
Personal Philosophy
Daniel has a passion for working with people and assisting them achieve their goals. He provides clear and simple...
Denise E. Oxley Esq.
Claimed Lawyer ProfileOffers Video ChatLII GoldSocial Media
(858) 486-4823 16935 W Bernardo Dr
#122
San Diego, CA 92127
Free ConsultationOffers Video ChatSan Diego, CA Estate Planning Lawyer with 27 years experience
Estate Planning, Divorce and Family
Inns of Court School of Law, Grays Inn, London
Experienced attorney with office located in Rancho Bernardo, San Diego. In practice in San Diego County for 15 years. Appeared in Los Angeles County, Riverside County and Orange County courts. My practice is limited to those counties.

Experience in Estate Planning arose from the connection that exists between the two areas of law practiced in my firm. Divorce causes change in estate plans, wills, asset allocation, beneficiary and Powers of Attorney designations. The two areas of law naturally go together. And even if they do not in your case, we have the skill and experience to assist you with your specific...
Matthew Kaemerle
PREMIUM

Estate planning and probate experience you can trust. Call today!

I'm an experienced estate planning lawyer helping clients with wills, trusts, estates and probate. I provide guidance throughout the estate planning process to ensure that my clients' wishes are clear and legally sound. Read More »
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David C. Hawkes Esq.
PREMIUM

California Estate Planning Lawyer with 17 years experience

University of San Diego School of LawCalifornia and U.S. District Court Southern District of California
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Asaph Abrams
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 17 years experience
(858) 240-6751 9340 Carmel Mountain Road
Suite E
San Diego, CA 92129
Free ConsultationEstate Planning and Bankruptcy
University of San Diego School of Law
Professional Life: California State Bar member, Asaph Abrams represents individuals, families and businesses in obtaining federal bankruptcy protection. He has filed over 650 successful bankruptcy cases in San Diego and has been co-chair of the San Diego County Bar's Bankruptcy Law Section. He has parted ways with the large law firm sector to focus personally on clients in need. He offers sliding-scale rates to make bankruptcy an affordable solution for all San Diegans. Asaph volunteers and is active in the legal community through the San Diego County Bar Association and the National Association of Consumer...
Mr. Kevan P. McLaughlin Esq., LL.M
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Attorney with 10 years experience
(858) 678-0061 5151 Shoreham Place
Suite 265
San Diego, CA 92122
Free ConsultationEstate Planning and Tax
University of San Diego School of Law and Golden Gate University School of Law
Originally from Colorado, Kevan attended the University of Colorado in Boulder, Colorado. There he double majored in Political Science and Economics with a Special International Emphasis. After his undergraduate, Kevan moved to San Francisco, California to attend the Golden Gate University School of Law. While in law school he specialized in tax law, earning a Specialization Certificate in Tax Law with distinction. Kevan also served as the Executive Articles Editor of the Golden Gate University Law Review and co-authored an article published in the thirty-eighth volume of the Golden Gate University Law Review with Jessica L. Hannah. Kevan was...
Merwyn Jay Miller
Claimed Lawyer ProfileSocial Media
Encinitas, CA Estate Planning Attorney with 46 years experience
(760) 436-8832 191 Calle Magdalena
Suite 270
Encinitas, CA 92024
Free ConsultationEstate Planning, Elder and Probate
California Western School of Law
Merwyn J. Miller is an estate planning attorney with an active law office in Encinitas, San Diego County, California. (Encinitas is located in the north coastal area of San Diego County, half way between Del Mar and Oceanside. It is adjacent to the following communities: Cardiff, Carlsbad, Del Mar, La Costa, Leucadia, Oceanside, Rancho Santa Fe, San Marcos, Solana Beach, and Vista. (Click here for a map showing the location of Encinitas.)

He was admitted to the State Bar of California in 1974 and has been certified by that organization’s Board of Legal Specialization as a specialist in Estate Planning, Trust,...
Mara Allard
Claimed Lawyer Profile
Encinitas, CA Estate Planning Attorney with 28 years experience
(760) 448-6189 560 North Coast Highway 101
Suite 9
Encinitas, CA 92024
Estate Planning and Probate
California Western School of Law
Mara Allard has a proven track record of success advancing claims for clients in probate courts throughout the state. At Allard Smith A Professional Law Corporation, she represents executors, heirs, trustees, trust beneficiaries and family members in probate petitions, will contests, breach of trust, financial elder abuse claims, breach of fiduciary duty claims, quiet title actions, real property disputes and contested actions related to guardianships, conservatorships and powers of attorney.
Nicole Heffel
Claimed Lawyer ProfileSocial Media
La Jolla, CA Estate Planning Attorney with 6 years experience
(619) 550-3080 9404 Genesee Ave.
Suite 340
La Jolla, CA 92037
Estate Planning, Elder, Probate and Tax
Thomas Jefferson School of Law and Thomas Jefferson School of Law
Nicole Heffel is a distinguished attorney based in San Diego. A “Rising Star” with just over four years of experience, Ms. Heffel has already built a name for herself in estate planning and probate law and has garnered a reputation as a staunch advocate for veterans. A former member of the U.S. Navy, her practice focuses on comprehensive estate planning, veteran benefits, and asset protection services. Among numerous other honors, Ms. Heffel has received the Women Resiliency Award by the U.S. Department of Veteran Affairs in 2015 and the Trailblazer Award from the California Department of Veteran Affairs in 2016.
Lucas A Woodward
Claimed Lawyer Profile
La Jolla, CA Estate Planning Lawyer with 9 years experience
(858) 454-0024 7777 Fay Avenue
Suite 205
La Jolla, CA 92037
Free ConsultationEstate Planning, Business, Probate and Tax
University of San Diego School of Law and University of San Diego School of Law
My practice focuses on estate planning, trust administration, and probate and estate litigation. I have diverse experience in the areas of wills, trusts, business formation, federal and state taxation, and estate litigation. His litigation clients include individual and professional trustees, beneficiaries, surviving spouses, care givers, and omitted heirs. Prior to joining Albence and Associates, APC, I practiced at a major securities litigation firm headquartered in San Diego. I was involved in a variety of complex litigation cases, including mortgage backed securities cases and post-merger derivative suits. This diverse litigation experience in multi-party, national scale cases, blends...
David C. Hawkes Esq.
Claimed Lawyer ProfileLII SilverSocial Media
La Jolla, CA Estate Planning Lawyer with 17 years experience
(858) 775-7515 800 Silverado St
2nd Floor
La Jolla, CA 92037
Free ConsultationEstate Planning, Business, Employment and Probate
University of San Diego School of Law
Scott C. Soady Esq.
Claimed Lawyer ProfileLII GoldBlawg SearchSocial Media
San Diego, CA Estate Planning Attorney with 15 years experience
(877) 435-7411 16466 Bernardo Center Dr
#260
San Diego, CA 92128
Free ConsultationEstate Planning, Elder and Probate
University of San Diego School of Law
Scott C. Soady, Esq. is admitted to practice in California as well as the Southern and Central Federal District Court. He is an active member of the Trust and Estates section of the State Bar of California and the San Diego County Bar Association.

Scott C. Soady was born in Toronto, Canada and raised in Los Angeles. He attended the University of California, San Diego and graduated with honors with a Bachelor of Arts in Political Science. He went on to obtaining his Doctor of Jurisprudence from the University of San Diego, School of Law in 2005.

Attorney Soady has focused his...
Joseph Adelizzi
Claimed Lawyer ProfileSocial Media
Encinitas, CA Estate Planning Attorney with 36 years experience
(760) 632-1338 191 Calle Magdalena
Suite 202
Encinitas, CA 92024
Free ConsultationEstate Planning
Western State Univ
My vision for creating the Divorce Mediation service was in recognition of the excessive costs and ordeal clients are forced to put up with in the traditional divorce scenario in Court. Everything accumulated by a family can be consumed in the divorce process because there is no insurance policy to cover the legal expense, no business that has a budget for litigation expenses and no government help, so the community estate must bear the costs for both sides. Needless to say, a typical contested divorce can easily exceed $100,000 and what does a family have to show for it?...
Paul Hilton
Claimed Lawyer Profile
(619) 550-3080 9404 Genesee Ave., Ste. 340
La Jolla, CA 92037
La Jolla, CA Estate Planning Lawyer with 1 year experience
Estate Planning
Thomas Jefferson School of Law
Paul Hilton is committed to the idea of “service to country” which translates into the work he does for his clients. After graduating from Thomas Jefferson School of Law, Magna Cum Laude, Paul Hilton began his practice in the San Diego area and is licensed to practice law in California’s state and federal courts.

A retired Marine, Paul finds that his law career allows him to pair his passion with his purpose within his home community. During his time in law school, he was awarded the Veterans Assistance scholarship and served as the Executive Editor of Law Review. As a lawyer,...
Jared A. Roark
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 6 years experience
(858) 373-5555 6165 Greenwich Drive, Suite 340
San Diego, CA 92122
Free ConsultationEstate Planning, Business, Employment and Probate
California Western School of Law
Joseph John Strazzeri
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Attorney with 24 years experience
(858) 200-1900 3636 Nobel Dr
San Diego, CA 92122
Estate Planning, Business, Real Estate and Tax
Thomas Jefferson School of Law
Haleh Razzaghi
Claimed Lawyer ProfileSocial Media
LA JOLLA, CA Estate Planning Attorney with 5 years experience
(858) 367-9876 4275 Executive Square, Suite 200
LA JOLLA, CA 92037
Estate Planning and Business
California Western School of Law
Haleh Razzaghi is an active member of the California Bar, and registered to practice before the United States Patent and Trademark Office. She received a Bachelor of Science degree in Biological Sciences from San Diego State University, and moved on to receive a Master of Science degree in Molecular Biology from San Diego State University. After working as a research scientist for a few years, Ms. Razzaghi realized that she was interested in helping individuals and companies in a more direct way. It was during this time that the dream of becoming an attorney started to take shape. After stepping...
Rhona Shelley Kauffman
Claimed Lawyer Profile
La Jolla, CA Estate Planning Lawyer with 26 years experience
(760) 772-8225 888 Prospect Street
Suite 200
La Jolla, CA 92037
Estate Planning, Business, Employment and Real Estate
Whittier Coll School of Law
I have been passionately practicing Civil Litigation for over two decades. My specialties include Real Estate, Business, Contracts, Homeowners Associations, Corporate, Employment Law, and Estate Planning. I have a superb rating on AVVO which is the attorney rated online website and my clients and peers have nominated me for Top Business Lawyer in Palm Springs Life. My offices are located in San Diego and Palm Desert California but I have clients across United States and in Canada and aboard who find me on the internet. I look forward to servicing your legal needs.
Stephen Joseph Mancini
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 40 years experience
(858) 200-1900 3636 Nobel Dr
San Diego, CA 92122
Estate Planning
Univ of San Diego School of Law
Julia Marie Williams
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 13 years experience
(858) 371-4995 5080 Shoreham Pl., Suite 200
San Diego, CA 92122
Free ConsultationEstate Planning and Business
UCLA School of Law
Ms. Williams is a 2006 UCLA School of Law graduate and Superlawyer Rising Star from 2015-2019. Ms. Williams has also attended the University of San Diego LLM program, and will obtain her LLM in May 2019. Ms. Williams began her legal career in complex litigation, with an emphasis corporate matters. After over a decade of litigation practice, Ms. Williams determined that her legal skills were best used helping people and businesses plan for the future.

Ms. Williams provides formation, restructuring, and general counsel services to small- and mid-sized businesses. Through her time in litigation, Ms....
Ronald R. Webb
Claimed Lawyer Profile
San Diego, CA Estate Planning Lawyer with 26 years experience
(858) 558-1191 5440 Morehouse Dr, Ste 3700
San Diego, CA 92121
Estate Planning, Business, Insurance Claims and Tax
University of San Diego, School of Law
Dennis David Burns
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 41 years experience
(858) 551-1530 7855 Ivanhoe Ave
San Diego, CA 92037
Estate Planning, Bankruptcy, Business and Divorce
California Western School of Law
Michael Brian Furman
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 41 years experience
(858) 578-9493 9750 Miramar Rd
San Diego, CA 92126
Estate Planning
California Western School of Law
Barbara Jean Weiser
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 32 years experience
(858) 924-0053 16885 West Bernardo Drive
Suite 123
San Diego, CA 92127
Estate Planning, Divorce and Family
Whittier Coll School of Law
Lawyer Rating
Video Chat
Years of Experience
Language
Fees
Profile Strength
Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Del Mar Estate Planning Legal Aid & Pro Bono Services

Senior Citizens Legal Services
(858) 565-1392
San Diego, CA


San Diego Volunteer Lawyer Program
(619) 235-5656
San Diego, CA

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.

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