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

Quick: Where do you see yourself 30 years from now? I know — planning for loved ones. What is next can be overwhelming and maybe even a little scary, but it need not be. Despite all the challenges that come with building a clearly defined estate plan, getting this important goal completed will give you the peace of minid for your family and have one less fear in facing tomorrow.  This is how I can help you. I am dedicated to providing my clients with personal service, tailored to deliver the results most appropriately suited to your personal situaiton. This is about you, your goals, family and your legacy. At Estate Preservation Group, we will ensure your needs are met and your assets protected.

When it comes to trust administration, I represent trustees and beneficiaries in Oceanside, Carlsbad, and surrounding communities. 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

An important benefit of working with one attorney is that you get one-on-one attention and you have a personal relationship with your lawyer; there is no senior partner demanding hours and no agenda to interupt the goal of producing a client's best interests.

RELAXING ATMOSPHERE

A client can be comfortable in the knowledge that I have many years of experience and can add practical ideas to legal knowlege in order to guide a client with respect to asset distribution; inter-family conflicts; divorces and step-children; tax liability and trusts that minimize these liabilities; protecting assets from creditors and working to care for troubled beneficiaries.  Together, we’ll create a game plan while overlooking the city in a peaceful, comfortable environment.

FRESH APPROACH

I am an active member of a number of local and state bar organizations and estate planning groups and associations that provide updates on legal issues, court rulings; proposed state or federal legislation that impacts my practice and the interrelatioships between family law, tax law, regulatory laws, IRS Advisory Opinions, State Bar opinions, and a multitude of other legal directories and libraries. I enjoy my interaction with other professionals; I maintain my active law library memberhsip and I maintain an online law library through the University of California's Continuing Education of Bar, which publishes updates, provides currnet law and offers a convenient resource at my office.  I participate in updates through seminars, podcasts, journals and continuing education.

Providing Succession Planning for Your Business 

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.