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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? Are you planning to protect your loved ones after you are gone? What comes next can be overwhelming and hard to face, but it need not be and it should not be avoided. You can easily accomplish this important goal and your unfinished business is DONE and your loved ones can be provided for as determined by YOU. in a comfortable setting with personalized one on one counseling, your estate plan will be tailored to your goals, family, financial situation and needs.  The plan for you will always incorporate current strategies that minimize tax liabilities for your heirs, but provide the flexibility to anticipateIRS Code sunset provisions for estate tax exemptions, while accommodating the inevitable winds of political change that can derail the best laid plans.     We will work together and you will understand the plan and why it pertains to your situation and how it will operate to make asset transfer seamless for your spouse, children, heirs, or charitable/non-profit beneficiaries. As we work together, I will recommend certain provisions that pertain to your financial or family situation; we will anticipate health issues, future financial concerns, family situations, minor children, potential problems and retirement goals. Your plan will include your Advance Health Care Directives and Financial Powers of Attorney and my office will make sure we fund your trust by transferring assets into the trust we create.  We will get to know one another and you will have developed a trusting relationshiop with your attorney. I am dedicated to my clients and providing every one of you the with personal service you seek, tailored to deliver  results that most appropriately suit your personal situation. This is what makes practicing law so rewarding and, in the end, your unfinished goals are completed, behind you, you can now enjoy your present and not worry anymore about the future - knowing you've gotten that covered; nothing to worry about. At Estate Preservation Group,  your needs will be met; you will understand the process; you will have mastered your estate; provided for your family; and; protected your assets.

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.