Leave a lasting Legacy With Proper Estate Planning.
With Extensive focus on Estate Planning, Probate, Trust Administration, Elder Law, and Special Needs Planning with Advocacy, we provide counsel grounded by both experience and empathy for life's delicate choices.
Experienced Estate Planning Law Firm
Secure Your Legacy, Safeguard Your Loved Ones. Point Loma Estate Planning, APC.
Feeling overwhelmed by estate planning? You're not alone. With 27 years of proven experience – crafting over 25,000 personalized plans and trusts – we transform complexity into clarity.
Our Areas of Focus:
Legacy Protection: (minimizing taxes, maximizing asset preservation).
Crafting Living Trusts: (administration and litigation),
Elder Care & Tax Strategy: Avoid family discord and costly errors.
Discover peace of mind with our compassionate guidance.
Claim your exclusive 30-minute consultation today!
Liberty Station office, ample parking. Or, we'll come to you.
Offering Reasonable rates & tailored solutions.
Our Practice Areas
Estate Planning
Secure your legacy and protect your loved ones with comprehensive estate planning. This vital process ensures your assets are distributed according to your wishes, designates guardians for your children, and outlines your healthcare preferences should you become incapacitated. A well-crafted estate plan, typically including a will, trust, power of attorney, and healthcare directive, provides peace of mind knowing your affairs are in order, regardless of your current stage of life or wealth accumulation. Contact us today to discuss your specific needs and create a plan that safeguards your future and your family's.
Trust Administration
Trust administration can be complex and overwhelming, especially after the passing or incapacitation of a loved one. The trustee is responsible for a wide range of duties, from managing and distributing assets like real estate and investments according to the grantor's wishes, to filing tax returns, maintaining records, and communicating effectively with beneficiaries. Given the detailed legal requirements and potential for complications, seeking expert guidance is highly beneficial. Our services ensure smooth and efficient trust administration, fully compliant with the grantor's intentions and all applicable laws.
Trust Litigation
Trust disputes can arise from disagreements over a trust's validity, interpretation, or administration, often involving beneficiaries, trustees, or other interested parties. Common issues include challenges based on undue influence or fraud, disagreements over trust terms, breach of fiduciary duty, and beneficiary conflicts. Because trust litigation is complex, emotionally challenging, and requires navigating intricate legal procedures, it's crucial to seek experienced legal counsel to protect your rights and interests. We can help you understand your options and guide you through the process.
Guardianship & Conservatorship
If you're concerned about a loved one's ability to care for themselves or manage their finances, guardianship and conservatorship offer legal protection for vulnerable individuals. Guardianship focuses on personal care, ensuring their health, safety, and welfare, while conservatorship addresses financial matters, empowering someone to manage assets and protect their property. Understanding the distinction is key: a guardian handles personal well-being, a conservator manages finances, and sometimes both are needed. We can guide you through these complex legal processes and determine the best solution for your family.
Elder Protection
Facing the complex legal challenges of aging? We specialize in elder law, providing comprehensive support to seniors and their families. Our services cover a wide range of critical issues, including estate planning (wills and trusts), long-term care planning (Medicaid eligibility), guardianship, elder abuse prevention, and maximizing Social Security benefits. We're dedicated to protecting seniors' rights and empowering them to maintain independence, financial security, and peace of mind.
Tax Planning
Secure your legacy and minimize tax burdens with our strategic estate tax planning services. We work with you to develop a personalized plan that leverages gifting, trusts, charitable donations, and other strategies to reduce estate taxes, optimize trust taxation through careful selection of the right trust type, and structure distributions to minimize income tax liabilities for your beneficiaries. Our experienced estate planning attorneys will help you preserve your wealth and ensure your loved ones receive the maximum benefit of your estate. Contact us today for a consultation and protect your family's financial future.