San Diego
Estate Planning Lawyers
Compare 747 top rated California attorneys serving San Diego.
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(619) 535-1811
2869 Historic Decatur Road
Suite 500
San Diego,
CA 92106
Free ConsultationSan Diego, CA Estate Planning Attorney with 8 years experience
Estate Planning, Business, Probate and Tax
California Western School of Law
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...
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Jack Stephens
San Diego, CA Estate Planning Lawyer with 30 years experience
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...
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(619) 528-2202
3111 Camino Del Rio North, Suite 400
San Diego,
CA 92108
Free ConsultationEstate Planning, Business, IP and Probate
California Western School of Law
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...
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Dan W Kehr
San Diego, CA Estate Planning Attorney with 16 years experience
Free ConsultationEstate Planning, Business, Communications and Tax
California Western School of Law and UCLA School of Law
Dan W. Kehr is the managing attorney at Kehr Business Law, PC. Before that he was a partner in Best Best & Krieger LLP’s Business practice group, where he provided corporate general counsel, technology, Internet and e-commerce legal services. He handles transactional-based legal issues that address the issues that arise when companies develop, license, acquire or sell information technology and Internet or computer-related products and services worldwide. He represents entrepreneurs, businesses, Internet & tech companies as well as their owners and C-level executives.
Dan provides legal services for a variety of individuals, entrepreneurs, investors and businesses, including start-ups and mid-market...
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Barry L. Adams
San Diego, CA Estate Planning Lawyer with 33 years experience
Free ConsultationEstate Planning, Elder and Probate
University of the Pacific
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 regarding a trust or estate and with administration issues after a loved one passes away. Listen to my podcasts to find out more information about these issues.
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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...
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Donald R. Oder
San Diego, CA Estate Planning Lawyer with 21 years experience
Free ConsultationEstate Planning, Asbestos, Business and Probate
University of California Hastings College of the Law
The Law Office of Donald R. Oder was founded on the principle that client satisfaction is more important than short term financial gain. We believe that our commitment to client satisfaction has led to long and rewarding associations. Attorneys can and should provide the highest quality legal representation at affordable rates, and they should do so in a way that does not intimidate clients. After fifteen years in the litigation trenches, attorney Donald R. Oder has seen first-hand the impact involvement in legal matters has on individuals and business of all sizes. Too often attorneys caught up in the pragmatic...
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Asaph Abrams
San Diego, CA Estate Planning Lawyer with 17 years experience
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...
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Milda Goeriz
San Diego, CA Estate Planning Lawyer with 17 years experience
Free ConsultationOffers Video ChatEstate Planning, Business and Tax
University of San Diego School of Law, Golden Gate University School of Law and Vilnius University Law Faculty
Milda Goeriz, Esq. is the Principal and Founder of San Diego Tax Law Group, a full service tax law firm focused on tax resolution, business strategies, and estate planning. Attorney Milda Goeriz is experienced with tax audits and representation before the Internal Revenue Service and state and local tax authorities. She excels at domestic and international tax planning and takes pride in increasing clients’ revenue by decreasing exposure and tax liabilities. Ms. Goeriz’s dedication of helping individuals and businesses to utilize the Tax Code to their benefit is steadfast. In reaching the best results, Ms. Goeriz applies modern methods...
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Estate Planning
Thomas Jefferson School of Law
I have worked at the Lawyer in Blue Jeans Group for eight years. I received my Juris Doctorate from Thomas Jefferson School of Law in 2016.
I have extensive knowledge of estate planning and asset protection and I take personal accountability in ensuring that each client’s needs are met. I am committed to carrying out the Lawyer in Blue Jeans Group’s philosophy of delivering sensible and reliable service.
In addition to helping clients with their estate planning needs, I also host a weekly legal show on the radio. I can be heard on Sunday’s at 9 a.m. on 760 KFMB AM with...
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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...
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Juanita Guillen
San Diego, CA Estate Planning Attorney with 4 years experience
Free ConsultationEstate Planning, Family and Landlord Tenant
Thomas Jefferson School of Law
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...
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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...
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Free ConsultationEstate Planning, Elder and Probate
California Western School of Law
I am dedicated to helping my clients build and protect wealth and to prepare for and deal with life cycle events.
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Free ConsultationOffers Video ChatEstate Planning, Business, Cannabis Law and Probate
Thomas Jefferson School of Law
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...
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Estate Planning, Elder, Probate and Tax
University of San Diego School of Law and California Western School of Law
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...
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Phillip J Wu
San Diego, CA Estate Planning Lawyer with 5 years experience
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
University of San Francisco School of Law
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Free ConsultationEstate Planning, Divorce, Family and Probate
Thomas Jefferson School of Law
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...
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Free ConsultationSan Diego, CA Estate Planning Attorney with 17 years experience
Estate Planning, Divorce, Domestic Violence and Family
California Western School of Law and Moscow Institute of Foreign Languages
Ms. Rogova, who is bilingual English-Russian, earned her law degrees from American and Russian universities. She earned her Russian law degree in 2003 and practiced law in Russia for over 7 years. Ms. Rogova has a broad range of legal experience in Russia such as: contract litigation, corporate law, arbitration, real estate, and labor law. In addition to her law degree, in 2007 Ms. Rogova earned a Master of Finance degree.
After obtaining a significant experience in Russian legislation Ms. Rogova decided to move to California. In 2015 Ms. Rogova earned a Master of Laws degree from California Western School of...
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Omid John Afati
San Diego, CA Estate Planning Attorney with 3 years experience
Free ConsultationEstate Planning and Probate
California Western School of Law
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.
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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...
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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...
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Free ConsultationEstate Planning, Appeals, Business and Elder
Western State Univ
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.
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Kymeshia Morris
San Diego, CA Estate Planning Attorney with 8 years experience
(858) 413-7980
8880 Rio San Diego Drive, 8th Floor
San Diego,
CA 92108
Estate Planning, Business and Family
San Diego Esquire was founded by Ms. Kymeshia Morris in 2012. She has built a law practice that focuses on providing personal attention and candid legal advice to clients. San Diego Esquire is established on the belief that each and every client deserves the best legal representation possible. If you are looking for a lawyer that is hard working, professional, and honest, then you have come to the right place. We represent a diverse clientele in family, estate planning, personal injury & contract law.
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Chad Busch
San Diego, CA Estate Planning Attorney with 24 years experience
Estate Planning, Business and Tax
Western State University College of Law
Hi... My name is Ralph Charles Busch. Please call me Chad. I have been providing state & local (SALT) corporate income/franchise and capital tax technical consulting and controversy assistance for the past two decades.
?I obtained my Bachelor of Science degree in Finance from Arizona State University in 1989 and my Juris Doctor (J.D.) from Western State University School of Law (now Thomas Jefferson School of Law) in 1993. After a short period running a sole practice, I attended University of San Diego School of Law and obtained an LL.M. in taxation in 1999.
?For the past 16 years I have provided...
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Estate Planning, Antitrust, Appeals and Bankruptcy
University of San Diego
Our operation is focused on providing cost effective solutions and expert customer service to all our clients. In addition to real estate, the firm represents clients in business litigation, construction defect problems, estate planning, arbitrations and mediations. We want our clients to fully understand the legal process and what will be involved in finding a constructive result to their legal issue. I am very active in the legal and real estate community. I continue to educate myself on the most up to date information within my field. I maintain active memberships with both local and national groups in the industry....
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Estate Planning and Elder
California Western School of Law
Alejandra Rodriguez attended the University of San Diego, where she earned her Bachelor of Arts degree in Business Administration and Psychology.
Ms. Rodriguez attended California Western School of Law, where she was ranked in the top 10% of her class and graduated cum laude. She was a member of Law Review and her article entitled Is the War on Terrorism Compromising Civil Liberties? A Discussion of Hamdi and Padilla was published in the California Western Law Review Journal. While attending Cal Western, Ms. Rodriguez served as a legal intern in immigration law at Casa Cornelia, and later as a judicial...
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Estate Planning
Univ of San Diego School of Law
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Free ConsultationEstate Planning and Elder
UC Berkeley School of Law Boalt Hall
California Attorney since 1977. Admitted to practice before the United States Supreme Court, Ninth Circuit Court of Appeals, and various Federal District Courts. Notary Public.
Certified legal specialist in Estate Planning, Trust and Probate Law, State Bar of California, Board of Legal Specialization.
Partner in KIMBALL, TIREY & ST. JOHN, specializing in trust and probate matters and probate litigation. Additional experience in elder law and financial abuse issues, long term care planning, and Special Needs Trusts for persons receiving government assistance. Significant experience with nonprofit organizations and small businesses, including succession planning.
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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....
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Estate Planning, Business, Real Estate and Tax
Thomas Jefferson School of Law
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5694 Mission Center Road
Suite 177
San Diego,
CA 92108
Estate Planning, Family and Probate
Concord Law School
I am a California licensed attorney and experienced eDiscovery professional. I focus on efficient and cost effective solutions for my clients when dealing with family law or estate planning and probate related issues. These can be difficult and challenging times for clients, and I treat each client with the respect and compassion they deserve.
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Jared A. Roark
San Diego, CA Estate Planning Lawyer with 6 years experience
Free ConsultationEstate Planning, Business, Employment and Probate
California Western School of Law
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Free ConsultationEstate Planning, Bankruptcy, Collections and Probate
Western State University College of Law
I have represented both debtors and creditors in Chapter 7, 11 and 13 Bankruptcy Cases in San Diego, Orange, Los Angeles and Riverside Counties since 1977. On occasion, I also represent clients in the Northern District of California.
I have previously served as a Chapter 7 Trustee for the United States Bankruptcy Court for the Southern District of California and understand that filing for bankruptcy is an important decision and one that is to be considered very carefully.
Many times a bankruptcy may not be necessary, if it is possible to be avoided by debt settlement and negotiations. I am...
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Andrew Shorb
San Diego, CA Estate Planning Lawyer with 7 years experience
Free ConsultationEstate Planning, Divorce and Family
I am a founding parter at Shorb & Connor and make it a point to get to know every client that walks through our firms doors. We are a small firm and offer small firm personal service but have the technology and team attorney approach of the larger firms. Ms. Connor and I keep up to date on every case, even thoughs handled by associates. Our goal is to help our clients, and what better way than to provide them with our entire firm's knowledge, not just their single attorney. I began my career at the San Diego Public...
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Martin Elwood
San Diego, CA Estate Planning Lawyer with 38 years experience
Free ConsultationEstate Planning, Family and Personal Injury
New York Law School
LEGAL SERVICES PROVIDED
Family Law and Personal Injury
Divorce
Evaluation and Characterization of Property
Child Custody
Child Support
Custody Time-share
Division of Property
Restraining Orders
Spousal Support
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Estate Planning, Personal Injury, Probate and Workers' Comp
California Western School of Law
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Ronald R. Webb
San Diego, CA Estate Planning Lawyer with 26 years experience
Estate Planning, Business, Insurance Claims and Tax
University of San Diego, School of Law
Claimed Lawyer Profile
Free ConsultationEstate Planning, Business, Construction and Probate
Thomas Jefferson School of Law
Claimed Lawyer Profile
Estate Planning and Real Estate
Univ of San Diego School of Law
San Diego 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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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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