Rancho Santa Fe, California Estate Planning Lawyers

Barry L. Adams
PREMIUM

California Estate Planning Lawyer with 32 years experience

I am an experienced trusts and estates attorney. I advise clients regarding estate planning, estate/trust administration and litigation. I can help you with setting up your estate plan, resolving a family dispute... Read More »
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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 26 years experience

Inns of Court School of Law, Grays Inn, LondonUnited Kingdom and California
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Matthew Kaemerle
PREMIUM

Free consultation. Estate planning and probate experience you can trust.

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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William Roger Simon Jr
Claimed Lawyer ProfileSocial Media
Rancho Santa Fe, CA Estate Planning Attorney with 31 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...
Rancho Santa Fe, CA Estate Planning Lawyer with 53 years experience
(858) 756-4410 PO Box 2329
6050 El Tordo
Rancho Santa Fe, CA 92067
Estate Planning and Tax
Rancho Santa Fe, CA Estate Planning Attorney with 13 years experience
(858) 400-1323 PO Box 2329
6050 El Tordo
Rancho Santa Fe, CA 92067
Estate Planning, Business, Employment and Tax
Rancho Santa Fe, CA Estate Planning Lawyer with 52 years experience
(858) 759-7703 PO Box 791
Rancho Santa Fe, CA 92067
Estate Planning, Divorce and Family
UC Hastings COL
Rancho Santa Fe, CA Estate Planning Attorney with 36 years experience
(858) 756-3707 PO Box 7246
Rancho Santa Fe, CA 92067
Estate Planning
UC Hastings COL
Rancho Sante Fe, CA Estate Planning Lawyer with 24 years experience
(858) 400-1307 6050 El Tordo
PO Box 2329
Rancho Sante Fe, CA 92067
Estate Planning, Business, Construction and Tax
Rancho Santa Fe, CA Estate Planning Attorney with 19 years experience
(858) 400-1306 PO Box 2329
6050 El Tordo
Rancho Santa Fe, CA 92067
Estate Planning, Business, Construction and Tax
Rancho Santa Fe, CA Estate Planning Attorney with 32 years experience
(858) 400-1304 6050 El Tordo
PO Box 2329
Rancho Santa Fe, CA 92067
Estate Planning
Brigham Young Univ J Reuben Clark LS UT
Rancho Santa Fe, CA Estate Planning Attorney with 39 years experience
(858) 400-1305 PO Box 2329
6050 El Tordo
Rancho Santa Fe, CA 92067
Estate Planning
Brigham Young Univ J Reuben Clark LS UT
Rancho Santa Fe, CA Estate Planning Lawyer with 31 years experience
(858) 756-3743 Rancho Santa Fe, CA 92067
Estate Planning, Business and Tax
UC Davis School of Law King Hall
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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Joel Steven Weissler
PREMIUM

California Estate Planning Attorney with 30 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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Rancho Santa Fe, CA Estate Planning Lawyer with 14 years experience
(858) 400-1322 6050 El Tordo
PO Box 2329
Rancho Santa Fe, CA 92067
Estate Planning
UC Hastings COL
Rancho Santa Fe, CA Estate Planning Attorney with 40 years experience
(858) 756-6632 PO Box 9440
Rancho Santa Fe, CA 92091
Estate Planning, Arbitration & Mediation, Business and Real Estate
UC Berkeley School of Law Boalt Hall
Rancho Santa Fe, CA Estate Planning Lawyer with 42 years experience
P O Box 675142
Rancho Santa Fe, CA 92067
Estate Planning and Business
Notre Dame Law School
Kevin K Forrester
Claimed Lawyer ProfileSocial Media
Encinitas, CA Estate Planning Lawyer with 32 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.
Merwyn Jay Miller
Claimed Lawyer ProfileSocial Media
Encinitas, CA Estate Planning Attorney with 45 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,...
Richard Alan Cornell
Claimed Lawyer Profile
Encinitas, CA Estate Planning Lawyer with 29 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...
Joseph Adelizzi
Claimed Lawyer ProfileSocial Media
Encinitas, CA Estate Planning Attorney with 35 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?...
Daniel Kenneth Printz
Claimed Lawyer ProfileSocial Media
Del Mar, CA Estate Planning Attorney with 19 years experience
(858) 720-8250 445 Marine View Avenue
Del Mar, CA 92014
Free ConsultationEstate Planning and Business
Thomas Jefferson School of Law
Mr. Bobby Kouretchian
Claimed Lawyer ProfileSocial Media
Carlsbad, CA Estate Planning Attorney with 20 years experience
(760) 487-8330 5650 El Camino Real, Ste 123
Carlsbad, CA 92008
Estate Planning, Business and Probate
Pepperdine University School of Law
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).
Asaph Abrams
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 16 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...
David C. Hawkes Esq.
PREMIUM

California Estate Planning Lawyer with 16 years experience

University of San Diego School of LawCalifornia and U.S. District Court Southern District of California
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Jack Stephens
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 29 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...
Roberta Jeanette Robinson
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 42 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...
Daniel Joseph Wilson
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 7 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...
David J. O'Connell
Claimed Lawyer ProfileQ&ASocial Media
Escondido, CA Estate Planning Attorney with 31 years experience
(760) 310-2463 104 West Grand Avenue
Ste. A
Escondido, CA 92025
Free ConsultationEstate Planning, Business and Real Estate
Thomas Jefferson School of Law
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.
Brenda Geiger
Claimed Lawyer ProfileSocial Media
CARLSBAD, CA Estate Planning Attorney with 15 years experience
(760) 448-2220 1917 PALOMAR OAKS WAY
STE 160
CARLSBAD, CA 92008
Estate Planning, Business and Elder
University of San Diego School of Law
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...
Julia Kaemerle
Claimed Lawyer ProfileSocial Media
Carlsbad, CA Estate Planning Attorney with 11 years experience
(760) 931-1981 5962 La Place Court
Ste. 165
Carlsbad, CA 92008
Estate Planning, Divorce, Domestic Violence and Family
Thomas Jefferson School of Law
Matthew Kaemerle
Claimed Lawyer ProfileLII GoldSocial Media
Carlsbad, CA Estate Planning Attorney
(760) 931-1981 5962 La Place Court
Ste. 165
Carlsbad, CA 92008
Estate Planning, Divorce, Family and Probate
Thomas Jefferson School of Law
Jeffrey Louis Gaffney
Claimed Lawyer ProfileQ&AResponsive Law
Carlsbad, CA Estate Planning Lawyer with 26 years experience
(760) 809-9401 7030 Via Cabana
Carlsbad, CA 92009
Free ConsultationEstate Planning, Elder and Stockbroker Fraud
Univ of San Diego School of Law
Jeffrey Gaffney is a 24 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,...
Mara Allard
Claimed Lawyer Profile
Carlsbad, CA Estate Planning Attorney with 27 years experience
(760) 448-6189 2103 Camino Vida Roble
Suite D
Carlsbad, CA 92011
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.
Scott C. Soady Esq.
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
San Diego, CA Estate Planning Attorney with 14 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
Denise E. Oxley Esq.
Claimed Lawyer ProfileLII GoldSocial Media
San Diego, CA Estate Planning Lawyer with 26 years experience
(858) 486-4823 16935 W Bernardo Dr
#104
San Diego, CA 92127
Free ConsultationEstate Planning, Divorce and Family
Inns of Court School of Law, Grays Inn, London
Carrie Netterville Heieck
Claimed Lawyer ProfileSocial Media
Carlsbad, CA Estate Planning Lawyer with 13 years experience
(760) 579-7347 2173 Salk Ave
Ste 250
Carlsbad, CA 92008
Estate Planning, Business and Real Estate
Whittier Coll School of Law
For over ten years, Carrie N. Heieck has represented individual and business clients on a myriad of legal matters – always with the goal of protecting her clients from and defending them against the inevitable pitfalls they face in our increasingly litigious and complex world. Ms. Heieck feels strongly that the most important service she can provide her clients is to assist them in avoiding legal problems in the first place. With a carefully devised “life” plan in place, Carrie’s clients feel at ease knowing they are protected.
Darius Khayat
Claimed Lawyer Profile
(760) 591-0245 955 Boardwalk, Suite 303
San Marcos, CA 92078
San Marcos, CA Estate Planning Lawyer with 27 years experience
Estate Planning, Business and Probate
National Univ School of Law
Stephen Edward Hurst
Claimed Lawyer ProfileSocial Media
Carlsbad, CA Estate Planning Lawyer with 48 years experience
(760) 804-9800 2131 Palomar Airport Rd.
Suite 200-228
Carlsbad, CA 92011
Free ConsultationEstate Planning, Business, Probate and Real Estate
University of California - Hastings College of the Law
Tristan L Younghaus
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Attorney with 6 years experience
(619) 786-6563 12526 High Bluff Drive
Suite 300
San Diego, CA 92130
Free ConsultationEstate Planning, Business, Immigration and Probate
Thomas Jefferson School of Law
Gita Kristina Nassiri
Claimed Lawyer Profile
Carlsbad, CA Estate Planning Attorney with 25 years experience
(760) 979-1280 2794 Gateway Road, Suite 101
Carlsbad, CA 92009
Estate Planning and Business
Whittier Coll School of Law
Pauline E. Isidro
Claimed Lawyer Profile
Carlsbad, CA Estate Planning Lawyer
(760) 487-8330 5650 El Camino Real
Suite 123
Carlsbad, CA 92008
Estate Planning, Arbitration & Mediation, Business and IP
Pauline Isidro is an Associate Attorney at Koza Law Group, specializing in estate planning and business law. She holds a B.A. in English from the University of Southern California, as well as a Juris Doctorate degree from Thomas Jefferson School of Law. A veteran of the public relations industry, Ms. Isidro previously provided strategic publicity and product placement consultation services for various clients at a Hollywood, California-based boutique P.R. firm. Ms. Isidro is currently an active member of the State Bar of California where she also holds membership with the Trusts and Estates Section. She is...
Margaret Ann Hendrick
Claimed Lawyer Profile
Carlsbad, CA Estate Planning Attorney with 30 years experience
(760) 431-0005 2244 Faraday Avenue
Carlsbad, CA 92008
Estate Planning and Environmental
Univ of San Diego School of Law
Rodney James Hatley
Claimed Lawyer Profile
San Diego, CA Estate Planning Lawyer with 32 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
Michael Gary Perdue
Claimed Lawyer Profile
Carlsbad, CA Estate Planning Attorney with 37 years experience
(760) 930-9668 1901 Camino Vida Roble
Carlsbad, CA 92008
Free ConsultationEstate Planning, Business, Probate and Real Estate
Univ of San Diego School of Law
Michael Perdue is an attorney licensed to practice law in the State of California since 1982. He received his bachelor's degree in Economics (with an emphasis in business) from Brigham Young University. He is a graduate of The University of San Diego School of Law and speaks Japanese (although not as well as he once did). Upon graduation from law school, Mike was admitted to practice law before all the courts of the State of California including The California Superior, State Courts of Appeals and the State Supreme Court, as well as The United States District Court, and The...
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Rancho Santa Fe Estate Planning Legal Aid & Pro Bono Services

Senior Citizens Legal Services
(858) 565-1392
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.