about my practice

A Trusted Advocate for Your Estate, Trust, and Elder Law Needs

Quick: Where do you see yourself 30 years from now? I know — planning out what’s next can be overwhelming and maybe even a little scary, but it doesn’t have to be. Despite all the challenges that come with building a well-rounded estate plan, doing so can allow you to face your tomorrow and your mortality with a smile. And I can help you. I’m dedicated to giving you the personal, tailored service you need to get the results that work best. This isn't just about you. This is about your family, your future, and your legacy. At Estate Preservation Group, I can help make sure all of that is protected.

When it comes to trust administration, I represent trustees and beneficiaries in Oceanside, Carlsbad, and surrounding communities here in California. Trusts can include several types of assets such as real estate, investments, business assets, and other types of property. it's important to make sure that what you own isn't only accounted for, but is given the proper value before it's distributed to the people or organizations you're leaving them to. I can help make sure you comprehend your role and responsibilities as a trustee as well as what your options are if you're the beneficiary. Together, we'll address all your concerns, get questions answered, and create real solutions.

Far too often, our senior citizens are overlooked and left behind. I have a deep passion for the elderly, and I believe in being an advocate for those here in the San Diego area. The legal guidance I provide concerning elder law includes:

  • Asset protection
  • Long-term care planning
  • Theft and fraud prevention
  • Undue influence
  • Financial abuse

If you need legal counsel in elder law for yourself or someone you love, I've got your back. My goal is to provide you with the peace of mind you need in making sure your golden years are full and satisfying. Call me today.

“My goal is to really understand your personality and family dynamic. As a result, I can create a plan that works for you.”
BOUTIQUE LAW FIRM

One of the beautiful benefits of working with a boutique law firm is that you’re not another case number. I see you as a real person with real needs, and I know how to provide you with real solutions.

RELAXING ATMOSPHERE

When clients come to my office, they know they can honestly relax and just be themselves with me. Together, we’ll create a game plan while overlooking the city in a peaceful, comfortable environment.

FRESH APPROACH

It’s not uncommon to find me curled up with a good book that helps me become an even better attorney. As a result, you get a lawyer who stays up-to-date with what’s going to work best for you.

Growing Your Business & Passing It On

Whether you're just getting your business off the ground or ready to take it to the next level, I have the expertise you need to keep moving on up with confidence and stride. I began my career in corporate law. As a result, I have valuable inside knowledge that other attorneys may lack that play a huge role in my practice today. As you begin to form your business, I can advise you on which corporate entity is most favorable for your goals. You'll know the pros and cons of each so the decision you make is an informed one. When it's time to pass the business along, I can help you make the transaction as smooth as possible so it continues to thrive.