San Diego County
Estate Planning Lawyers
Compare 915 top rated California attorneys serving San Diego County.
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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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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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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 Group, P.C., 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...
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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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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.
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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).
Claimed Lawyer ProfileQ&ASocial Media
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.
Claimed Lawyer ProfileSocial MediaResponsive Law
(619) 535-1811
2869 Historic Decatur Road
Suite 500
San Diego,
CA 92106
Free ConsultationSan Diego County, 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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(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...
Claimed Lawyer ProfileSocial Media
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...
Claimed Lawyer ProfileQ&ALII Gold
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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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...
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Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Workers' Comp
California Western School of Law
James F. Sexton first worked as an attorney for the insurance companies he now opposes. Having worked this side of personal injury and worker’s compensation cases, James understands the goals, motivation, and tactics employed by the insurance companies and the lawyers who protect their interests. He uses that knowledge to better serve and protect his clients’ interests. As CEO of a company and owner of his own law firm, James Sexton’s success reflects the positive experiences his clients have had and continue to have at The Sexton Law Firm. His expertise is extensive and includes California bankruptcy law, California...
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(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...
Claimed Lawyer ProfileSocial Media
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...
Claimed Lawyer ProfileOffers Video ChatQ&AResponsive Law
Free ConsultationOffers Video ChatEstate 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,...
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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...
Claimed Lawyer ProfileOffers Video ChatSocial Media
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...
Claimed Lawyer ProfileLII GoldSocial Media
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...
Claimed Lawyer Profile
Free ConsultationEstate Planning and Family
Western State Univ COL
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...
Claimed Lawyer ProfileResponsive Law
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.
Claimed Lawyer ProfileOffers Video ChatLII GoldSocial Media
Free ConsultationOffers Video ChatSan Diego County, 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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Estate Planning, Business and Probate
Thomas Jefferson School of Law
Carolyn R. Brock graduated from Thomas Jefferson School of Law in December of 1994 where she was on the National Deans List from 1991 - 1993, and a member of the San Diego Justice Journal law review writing staff from 1992 - 1993. Ms. Brock is admitted to practice before the courts of California, the United States District Court for the Southern District of California and the Ninth Circuit Court of Appeals. Carolyn was certified as a legal specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization on June...
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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...
Claimed Lawyer ProfileSocial Media
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.
Claimed Lawyer Profile
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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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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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.
Claimed Lawyer ProfileLII GoldSocial Media
Estate Planning, Divorce, Family and Probate
Thomas Jefferson School of Law
At the Law Office of Matthew & Julia Kaemerle, L.L.P., we provide our clients with the personalized, experienced, and committed legal counsel that they deserve when facing a challenging legal matter. Our Carlsbad Family Law Attorneys have handled a wide variety of issues related to complex, high-asset divorces, contested custody and visitation cases, pre-nuptial and post-nuptial agreements, as well as non-traditional family formation and dissolution. Our team will work with you to find the right strategy for your situation and will come up with solutions that address your goals and needs.
Additionally, we offer legal assistance in the areas of...
Claimed Lawyer ProfileLII SilverSocial Media
Free ConsultationEstate Planning, Business, Employment and Probate
University of San Diego School of Law
Claimed Lawyer Profile
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,...
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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....
Claimed Lawyer ProfileOffers Video ChatSocial MediaResponsive Law
Free ConsultationOffers Video ChatEstate Planning, Bankruptcy, Personal Injury and Workers' Comp
California Western School of Law
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...
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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...
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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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Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
University of San Francisco School of Law
Claimed Lawyer ProfileSocial Media
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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Estate Planning, Divorce, Domestic Violence and Family
Thomas Jefferson School of Law
At the Law Office of Matthew & Julia Kaemerle, L.L.P., we provide our clients with the personalized, experienced, and committed legal counsel that they deserve when facing a challenging legal matter. Our Carlsbad Family Law Attorneys have handled a wide variety of issues related to complex, high-asset divorces, contested custody and visitation cases, pre-nuptial and post-nuptial agreements, as well as non-traditional family formation and dissolution. Our team will work with you to find the right strategy for your situation and will come up with solutions that address your goals and needs.
Additionally, we offer legal assistance in the areas of...
Claimed Lawyer ProfileSocial MediaResponsive Law
Estate Planning and Family
UC Hastings COL
Claimed Lawyer Profile
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...
San Diego County 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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