Phone: 619.699.0700
Fax: 619.699.0705
Estate Planning
Protect assets and plan for your future..
Our attorneys focus on the personal and family objectives of each client to assure that the preferred beneficiaries receive the property intended for them with a minimum of tax consequences. We are well versed in the full range of estate planning options, especially for closely-held businesses, including wills and trusts, powers of attorney, advance health care directives, lifetime gifts and life insurance. We are experienced with sophisticated wealth transfer planning services, including establishment of irrevocable gift trusts, life insurance trusts, family limited partnerships, limited liability companies, split interest trusts such as grantor-retained annuity trusts and qualified personal residence trusts. We prepare special needs trusts and trusts for non-US citizens. We assist clients with charitable gift planning, including the establishment of charitable remainder and lead trusts, private foundations, charitable gift annuities, donor advised funds and other charitable giving vehicles.

Following a death, we counsel family members, beneficiaries, executors and trustees in both non-judicial trust administration and court supervised probate proceedings. We prepare estate tax returns (IRS Form 706), assist with subtrust funding, and advise our clients on ongoing administration and trust accounting issues.
Our estate planning practice provides services in the following areas:
  • wills and revocable living trusts;
  • decedent's estate administration and probate matters;
  • life insurance trusts and planning;
  • buy-sell and right of first refusal agreements; and
  • sophisticated tax planning.
Business tax planning
Business law
Real property transactions
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2241 Kettner Blvd, Suite 200, San Diego, CA 92101-1769