Santee, California Estate Planning Lawyers

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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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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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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Santee, CA Estate Planning Attorney with 20 years experience
(619) 596-6377 655 Park Center Dr
Santee, CA 92071
Estate Planning
California Western School of Law
Santee, CA Estate Planning Lawyer with 27 years experience
(619) 579-0815 7225 Ocotillo St
Santee, CA 92071
Estate Planning, Business and Real Estate
California Western School of Law
Santee, CA Estate Planning Attorney with 44 years experience
(619) 461-5185 8515 Mesa Heights Rd
Santee, CA 92071
Estate Planning
Univ of San Diego School of Law
John Cummings Grier
Claimed Lawyer Profile
El Cajon, CA Estate Planning Lawyer with 40 years experience
(619) 298-2100 1076 Broadway
El Cajon, CA 92021
Free ConsultationEstate Planning, Insurance Claims, Personal Injury and Probate
Thomas Jefferson School of Law
Lori Danielle Bolander
Claimed Lawyer Profile
El Cajon, CA Estate Planning Lawyer with 14 years experience
(619) 696-0667 1941 Friendship Drive Ste F
El Cajon, CA 92020
Estate Planning, Family and Probate
California Western School of Law
Lori Bolander is the owner and principal attorney of Bolander Law Group. A graduate of the University of California at San Diego and California Western School of Law, Lori was admitted to the bar in 2005. Prior to that, she worked for a trusts and estates attorney for five years. Shortly after graduation, Lori began practicing in trusts and estates and opened Bolander Law Group in 2006.
Hillary Vrem
Claimed Lawyer Profile
El Cajon, CA Estate Planning Attorney with 14 years experience
(619) 696-0667 1941 Friendship Drive Ste F
El Cajon, CA 92020
Estate Planning and Employment
Hilary Vrem has been practicing law in San Diego for since 2005, joining the Bolander Law Group in 2010. Her practice focuses primarily on trust litigation, employment matters, adoptions, and estate planning. Like Lori, Hilary is adopted, so she, too, is passionate about this area of law and is honored to assist couples in starting and expanding their families.
Rebecca Briskin
Claimed Lawyer Profile
El Cajon, CA Estate Planning Attorney with 9 years experience
(619) 696-0667 1941 Friendship Drive
Suite F
El Cajon, CA 92020
Estate Planning, Family and Probate
An attorney at Bolander Law Group, Rebecca’s areas of practice include estate planning, probate, conservatorships, guardianships, and adoptions. She was admitted to the California Bar in 2010. Since being admitted, Rebecca has primarily practiced family law; she is a significant asset to Bolander Law Group’s estate planning, guardianship and adoption practice.
Ruth Ryan-Cruz
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer
(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...
Lucas A Woodward
Claimed Lawyer Profile
La Jolla, CA Estate Planning Lawyer with 8 years experience
(858) 454-0024 7777 Fay Avenue
Suite 205
La Jolla, CA 92037
Free ConsultationEstate Planning, Business, Probate and Tax
University of San Diego School of Law and University of San Diego School of Law
My practice focuses on estate planning, trust administration, and probate and estate litigation. I have diverse experience in the areas of wills, trusts, business formation, federal and state taxation, and estate litigation. His litigation clients include individual and professional trustees, beneficiaries, surviving spouses, care givers, and omitted heirs. Prior to joining Albence and Associates, APC, I practiced at a major securities litigation firm headquartered in San Diego. I was involved in a variety of complex litigation cases, including mortgage backed securities cases and post-merger derivative suits. This diverse litigation experience in multi-party, national scale cases, blends...
Carolyn Ruth Brock
Claimed Lawyer ProfileSocial Media
La Mesa, CA Estate Planning Attorney with 24 years experience
(619) 741-0233 7777 Alvarado Road, Suite 406b
La Mesa, CA 91942
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...
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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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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Milda Goeriz
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 16 years experience
(619) 630-4765 4455 Murphy Canyon Rd.
Suite 100
San Diego, CA 92123
Free ConsultationEstate 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...
Robert Christian Weaver Jr
Claimed Lawyer Profile
San Diego, CA Estate Planning Lawyer with 36 years experience
(858) 488-4433 4725 Mercury St #210
San Diego, CA 92111
Free ConsultationEstate Planning, Business, Construction and Probate
Thomas Jefferson School of Law
Rosemary Jane Meagher-Leonard
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 39 years experience
(619) 295-8705 4456 Florida St
San Diego, CA 92116
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.
Ron Hal Oberndorfer
Claimed Lawyer Profile
La Mesa, CA Estate Planning Lawyer with 41 years experience
(619) 464-1200 5464 Grossmont Center Drive
Suite 300
La Mesa, CA 91942
Estate Planning and Business
California Western School of Law
Jason Sheinberg
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Attorney with 15 years experience
(858) 429-5704 4909 Murphy Canyon Road, Suite 340
San Diego, CA 92123
Estate Planning and Elder
Kerina Ian Bowler
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 23 years experience
(858) 292-6200 6161 El Cajon Blvd. Ste. B442
San Diego, CA 92115
Estate Planning and Real Estate
Univ of San Diego School of Law
Mark Nelson
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 19 years experience
(760) 613-1234 3645 Ruffin Road, Suite 100
San Diego, CA 92123
Free ConsultationEstate Planning, Bankruptcy, Business and Family
Michael Brian Furman
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 40 years experience
(858) 578-9493 9750 Miramar Rd
San Diego, CA 92126
Estate Planning
California Western School of Law
Tina K Gehres
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Attorney with 21 years experience
(877) 333-2420 4275 Executive Square
Suite 200
San Diego, CA 92037
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Employment
Saint Louis University School of Law
Tina K. Gehres is the President and founder of Gehres Law 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...
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...
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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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...
Nikki Semanchik
Claimed Lawyer ProfileSocial MediaResponsive Law
(619) 535-1811 2869 Historic Decatur Road
Suite 500
San Diego, CA 92106
Free ConsultationSan Diego, CA Estate Planning Attorney with 7 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...
Nicole Heffel
Claimed Lawyer ProfileSocial Media
La Jolla, CA Estate Planning Attorney with 5 years experience
(619) 550-3080 9404 Genesee Ave.
Suite 340
La Jolla, CA 92037
Estate Planning, Elder, Probate and Tax
Thomas Jefferson School of Law and Thomas Jefferson School of Law
Nicole Heffel is a distinguished attorney based in San Diego. A “Rising Star” with just over four years of experience, Ms. Heffel has already built a name for herself in estate planning and probate law and has garnered a reputation as a staunch advocate for veterans. A former member of the U.S. Navy, her practice focuses on comprehensive estate planning, veteran benefits, and asset protection services. Among numerous other honors, Ms. Heffel has received the Women Resiliency Award by the U.S. Department of Veteran Affairs in 2015 and the Trailblazer Award from the California Department of Veteran Affairs in 2016.
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...
Dan W Kehr
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Attorney with 15 years experience
(619) 823-8230 600 W. Broadway
7th Floor
San Diego, CA 92101
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...
James Francis Sexton
Claimed Lawyer ProfileSocial Media
Chula Vista, CA Estate Planning Attorney with 28 years experience
(619) 476-9436 3130 Bonita Rd
Chula Vista, CA 91910
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...
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...
Justin Allen Isaac
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer
(800) 846-1882 3990 Old Town Ave.
Suite A102
San Diego, CA 92110
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...
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...
Omid John Afati
Claimed Lawyer ProfileResponsive Law
San Diego, CA Estate Planning Attorney with 1 year experience
(619) 751-8117 3858 Front Street, Second Floor
San Diego, CA 92103
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.
Kymeshia Morris
Claimed Lawyer ProfileQ&ASocial Media
San Diego, CA Estate Planning Attorney with 7 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.

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
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.
Barry L. Adams
Claimed Lawyer ProfileQ&ALII Gold
San Diego, CA Estate Planning Lawyer with 32 years experience
(619) 419-0212 By appointment only
San Diego, CA 92108
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.
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.
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...
Stuart Mellman
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Attorney
(619) 304-0600 600 W Broadway, Suite 700
San Diego, CA 92101
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...
Phillip J Wu
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 4 years experience
(888) 222-1220 3130 Fourth Avenue
San Diego, CA 92103
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
University of San Francisco School of Law
Damien Joseph Snow Esq.
Claimed Lawyer Profile
San Diego, CA Estate Planning Lawyer with 15 years experience
(619) 296-5884 2635 Camino del Rio S, 110
San Diego, CA 92108
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.
Stephen Joseph Mancini
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 39 years experience
(858) 200-1900 3636 Nobel Dr
San Diego, CA 92122
Estate Planning
Univ of San Diego School of Law
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Santee Estate Planning Legal Aid & Pro Bono Services

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


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.