Business Details
22 Years
experience
Estate Planning & Trust Administration Services in San Diego
With over 26 years of legal experience and a 40-year background in accounting and tax, I founded my law firm in 2004 to provide comprehensive legal solutions rooted in expertise and integrity. My practice focuses on estate planning, trust administration, corporate law, and business succession planning, serving individuals, families, and businesses across San Diego County. Combining my Juris Doctorate and Certified Public Accountant credentials, I offer a unique interdisciplinary approach that addresses complex domestic and international tax and legal challenges. My team includes certified paralegals, legal administrative staff, and professional consultants dedicated to delivering personalized service.Clients trust our firm for our proven track record, membership in prestigious professional organizations like STEP SD and the State Bar of California, and commitment to cultivating long-term relationships. We prioritize quality over quantity, ensuring each client receives tailored strategies that align with their financial and legacy goals. Our work with trustees, beneficiaries, and corporate executives reflects our ability to navigate intricate legal landscapes while maintaining accessibility and transparency. Recognized for excellence during law school and through decades of practice, we remain steadfast in our mission to create legacies that impact generations.
Services
Trust & Estate Planning
Trust Administration
Corporate Formation
Charitable Giving
Business Succession Planning
Details
- Year established: 2004
Highlights and features
- We offer 26+ years of legal experience with a focus on estate and corporate law.
- Our team integrates law, accounting, and tax expertise for comprehensive solutions.
- We maintain active memberships in prestigious legal and estate planning organizations.
- Our practice includes domestic and international tax/legal planning capabilities.
- Clients benefit from personalized service backed by a proven San Diego track record.
Associations and certifications
- State Bar of California
- STEP SD (Society of Trust and Estate Practitioners)
What people say
Excellent service
Very thorough
Great advice
Top shelf quality
Personal service
Services
Trust & Estate Planning
We craft customized estate plans integrating tax, trust, and international legal strategies for high-net-worth individuals and families. Our approach combines legal, accounting, and tax expertise to ensure comprehensive wealth preservation. Clients benefit from personalized guidance through complex domestic and cross-border planning challenges.
Trust Administration
Our firm provides legal counsel to trustees and beneficiaries for pre- and post-death trust administration. We handle documentation, duty clarification, and compliance matters with precision. This service ensures smooth management of trust assets while adhering to evolving legal requirements.
Corporate Formation
We assist in creating corporate entities with focus on legal protection, governance, and long-term succession planning. Our services include entity analysis, agreement drafting, and compliance frameworks. Small to mid-sized businesses receive tailored strategies for sustainable growth and transition.
Charitable Giving
We design strategic charitable giving plans to optimize tax benefits while supporting clients' philanthropic goals. Our approach balances legacy creation with efficient wealth transfer across generations. Clients receive guidance on structuring donations for maximum impact and compliance.
Business Succession Planning
Our practice prepares businesses for ownership transitions through tailored succession frameworks. We address corporate consulting, sale readiness, and intergenerational transfer challenges. Clients gain actionable plans to ensure continuity and value preservation during leadership changes.
People
Create Legacies
Principal Attorney
J.D., C.P.A. with 26+ years of legal experience specializing in estate planning and corporate law. Former Big 4 accountant. Cum Laude graduate of Trinity Law School. Active member of State Bar of California and STEP SD.
Questions
What areas of law do you specialize in?
We focus on estate planning, trust administration, corporate law, and business succession planning for individuals and businesses.
How does your accounting background benefit clients?
Our CPA experience enhances tax planning strategies, providing integrated legal and financial solutions for complex domestic and international matters.
Do you work with out-of-state or international clients?
While based in San Diego, we handle domestic cases with some international tax/legal planning capabilities through specialized expertise.
What payment methods do you accept?
We accept major credit cards (Visa, MasterCard, Discover, American Express) via LawPay for client convenience.
How long have you served the San Diego community?
Our firm has maintained an 18-year track record in San Diego County with a focus on personalized legal services.
