Poway Estate Planning Lawyers

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...

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...

John M. Preston is the founder and principal of Preston Estate Planning, a firm dedicated exclusively to the practice of estate planning. He is certified by the California State Bar as a Specialist in Estate Planning, Trust, and Probate Law. Mr. Preston has been practicing law for over 35 years and has developed a revolutionary process called the Life Plan™, which provides protection beyond the scope of a typical estate plan. The program represents one of the most comprehensive systems for planning an estate, keeping documents current, and ensuring that clients are informed and educated. You deserve the peace of mind...

J.M. Preston is an attorney with Preston Estate Planning. He graduated from Brigham Young University and obtained his law degree from California Western School of Law. When he’s not answering clients’ questions and creating trust documents, he enjoys spending his free time with his wife and four children. Because of J.M.’s extensive knowledge and years of experience drafting thousands of estate plans, he is able to properly address and solve each client’s unique situation. If you are looking for a California law firm that specializes in estate planning and elder law, Preston Estate Planning is the right choice. We have been practicing...

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...

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,...

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...

Mrs. Geiger’s practice is located in Carlsbad, California. Her practice focuses on Estate Planning, Asset Protection, Business Planning, Elder Law, Trust Administration, and Probate. She obtained her law degree from the University of San Diego School of Law where she served as an Editor for the San Diego International Law Journal and published a law review article. She has also authored multiple books on Trusts, Elder Law and Business Law topics and is an active member of the North County San Diego Bar Association, the North County Estate Planning Council and is a member of the editorial committee for the...

RMO LLP resolves contests, disputes and litigation related to trusts, estates and conservatorships, creating a welcome peace of mind for clients. We represents heirs, beneficiaries, trustees and executors, utilizing our experience to develop and implement strategies that swiftly and cost-effectively address the financial issues, fiduciary duties and emotional complexities underlying trust contests, estates conflicts and probate litigation. Driven by a commitment to provide relief to people grieving the loss of a loved one, RMO collaborates closely with clients. We pursue and defend claims involving incapacity, incompetence, undue influence, breach of fiduciary duty, and other similar areas of dispute. Our advice and counsel...

Nikki Semanchik is the Founding Attorney of Semanchik Law Group. Nikki started out her legal career advising small businesses and individuals in need of estate planning. An interest in international law and her background in immigration led her to represent multi-national high-net worth individuals with business law, asset protection and tax planning. After assisting clients with tax planning through the formation of private foundations and charitable trusts, Nikki found herself drawn to nonprofit law. She now assists nonprofit organizations with formation, compliance and governance.

Nikki is passionate about nonprofit law and enjoys speaking about nonprofit formation and compliance. Her most recent...

Mr. Kouretchian provides strategic counseling and customized legal service to individuals, families, entrepreneurs, estates and businesses. He specializes in the areas of Wills and Trusts and Corporate/Business Law (Formation, Governance, Finance).

Ruth Ryan-Cruz is an attorney in San Diego, California with Ryan-Cruz Law, APC. Attorney Ruth Ryan-Cruz practices in the areas of business and corporate law, intellectual property, estate planning, wills, trusts, copyrights, trademarks and more. Contact San Diego Attorney Ruth Ryan-Cruz for a consultation. Ruth is a fluent Spanish-speaking attorney providing counseling and transactional services in Spanish in the areas listed above. Ruth earned her Juris Doctor Degree from California Western School of Law and received a Bachelors of Science degree in Business Administration with an emphasis in High Tech Management from California State...

Tina has dissolved Gehres Law Group to focus on building a NFP organization, YesHope.org. She is no longer taking clients. Thank you for your patronage.

What makes me unique is that I am both a Business Owner and a Corporate & Business Law Attorney. I actually started my first business at age 8 when I launched “Dan’s Bird Farm.” As the owner of the Kehr Business Law PC, I provide business, corporate general counsel, technology, Internet, e-commerce and tax law, as well as trust, will, estate and succession planning legal services. I founded, managed and have run my own law firm for over 17 years. My experience as a business owner makes me uniquely suited to approach legal representation from the business owner’s perspective. I...

I am a State Bar of California Certified Specialist in Estate Planning, Trust & Probate law. I have over 30 years of experience as a trusts and estates attorney. I advise clients regarding estate planning, estate/trust administration and litigation. I have offices in Northern and Southern California and can assist you regardless of your location. I can help you with setting up your estate plan, resolving a family dispute regarding a trust or estate and with administration issues after a loved one passes away. Listen to my podcasts at www.adamsandrafferty.com to find out more information about...

May Harris (she/her) serves as CEO and Managing Attorney at FPLG. She chairs the firm’s transactional practice group, working with an outstanding team of FPLG attorneys and professionals in service to clients of all sizes, including museums, schools, churches, medical organizations and other charitable tax-exempt entities. Serving in the roles of nonprofit founder, board member, corporate counsel and executive director over the course of her career, Ms. Harris has been instrumental in the development of each of the organizations she has led, and she understands the challenges facing nonprofit executives every day. Over her two decades of legal practice, Ms. Harris has...

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,...

Omid John Afati started Afati Law Firm in 2019 with the goal of providing the Southern California community's estate planning and trust litigating needs. Mr. Afati directs his focus on addressing his clients' concerns and desires when planning for life’s unexpected twists and turns. His experience goes beyond trust and will formation, providing his clients with a secure and manageable estate as well as formidable litigation services.

Juanita Guillen-Mellman is a co-founding partner of Mellman & Mellman LLP, a law firm that has represented clients in various legal matters, including estate planning and probate, family law, real property, civil litigation and estate litigation. As an attorney licensed to practice in all California state and federal courts, Ms. Guillen-Mellman has gained extensive litigation experience by conducting and successfully arguing hundreds of motions, trials, and other hearings. Attorney Guillen-Mellman is well versed in what it takes to obtain results, both in and out of court. At Mellman & Mellman, LLP attorney Juanita Guillen-Mellman is an integral part of the...

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.

Family Law Attorney Michael Spiekerman is a highly qualified attorney whose practice is exclusively devoted to dissolution of marriage and domestic partnerships, and all manner of family law related issues. He has represented clients with both complex and simple disputes involving the division of community property assets, the allocation of marital and non-marital debt, obtaining and terminating spousal support awards, setting and modifying child support orders, custody, parenting issues, and much more.

Michael recognizes that the circumstance of ending a marriage or any once intimate relationship is an extremely traumatic experience. In order for people to actually be supported...

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.

Kevan P. McLaughlin is an award-winning San Diego tax attorney whose practice focuses on civil and criminal tax litigation and controversies. Kevan defends taxpayers and resolves all types of tax disputes with the IRS, FTB, EDD, U.S. Tax Court, CUIAB, and Department of Justice. In 2009, Kevan formed a boutique law firm with special emphasis on civil and criminal tax preparation. The firm has since grown, adding estate planning, tax planning, trust administration, and tax preparer and CPA defense practice areas. The firm is dedicated to representing taxpayer in these concentrated practice areas, and today helps individuals and businesses with...

As a former business owner myself, my goal is to help other business owners and entrepreneurs with their legal issues. It's important to have someone in your corner who understands what it's like to be in your shoes. Advice is only helpful if it makes sense in the real world, and my prior experience allows me to see the real world implications. Before law school, I opened a small coffee shop that I grew into a full-fledged restaurant within four years. In the beginning, I was able to use marketing to help grow the business over 200% from year to...

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...

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...

Mr. Mellman provides clients with a full range of legal services including estate planning, estate litigation, family law, divorce, child custody, child support, spousal support, civil litigation, business transactions, business law, intellectual property, real property, and asset protection. Mr. Mellman received a Bachelor of Science in Business Administration from the University of Central Florida and obtained his Juris Doctorate from Thomas Jefferson School of Law, where he graduated in the top four percent of his class with honors of Magna Cum Laude. While in law school, Mr. Mellman served as the Managing-Editor of the Thomas Jefferson Law Review...

Andrew A. Sexton began his career with a heavy focus in Consumer Bankruptcy Law.  While attending law school at San Diego's California Western School of Law, he was published for articles on Student Loans in Bankruptcy and also worked heavily with the U.S. Trustee Program, a department of the United States Department of Justice.  This component of the Department of Justice was responsible for overseeing the Bankruptcy process and enforcing the Bankruptcy Code to promote the integrity of the system and protect debtors and creditors from abuse. After graduating law school magna cum laude, he began working at The Sexton Law Firm...

Mr. O'Connell leads a small firm of professionals specializing in real estate issues, business, corporations, limited liability companies, estates, and trust administration. He has more than 30 years of experience in these areas and is fully equipped to advise clients regarding their options and risks in these troubling economic times.

Mr. O'Connell speaks frequently at continuing education seminars on topic including the emerging issues in limited liability companies and legal ethics.

Mr. O'Connell served in the U.S. Army Security Agency from 1968 to 1972, serving in Turkey and Germany.

I have been practicing law since 1980 and as a sole practioner since 1981. My focus has been on Estate Planning, Probate, Elder Law and related litigation and appeals since the 1990's. My primary experience is with the various courts in San Diego county but have also appeared in the Los Angeles county and Orange county courts, as well. My goal is to provide personal,individualized legal services to each one of my clients.

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 recognized for the past 3 years by Martindale-Hubble & Lawyers.com receiving their “Client Distinction” award as being in the top 1% of attorneys in client service & satisfaction. A 2008-2013 recipient of San Diego Magazine’s five star award program, in 2010, Attorney Weissler was selected through a peer nomination process as a "Top Attorney" in the Estate Planning Category by the San Diego Daily Transcript. Attorney...

I am dedicated to helping my clients build and protect wealth and to prepare for and deal with life cycle events.