Top Estate Lawyers Near Me in Carlsbad Area

You can reach me at danielle at wakefield law firm dot com (all one word) and search g00gle for my tel #. I completed my undergraduate education at California State University, Sacramento in 1996.  I completed my post-graduate work at the University of Denver College of Law in 2001 and was licensed to practice law in the State of California in December 2001.. I am in my 21st year of practice as an attorney, I have developed knowledge in diverse areas of civil litigation including real estate law, community association (HOA) law, business/contract/commercial disputes, and construction law.  My business is primarily centered around HOA work - if your HOA is giving you any grief, give me a call and let's see if I can help you.  My passion is working for homeowners.. Additionally, I have taken extensive courses on estate planning during the pandemic to help prepare others for the expected and unexpected.  I love planning with clients to meet their specific needs.  Wills, trusts, durable powers of attorney, and so much more!. I am also a certified International Tour Guide, a former Colorado Woman's Bar Association Member of the Year (2002), and a Jennifer Robbins Scholarship Recipient.  I enjoy doing Pro Bono work for the homeless, veterans, trafficking victims and am a fierce animal advocate.  I provide legal aid to indigent members of our community.  I have varied interests outside the law including spending time with my family and furbabies, collecting wine, yoga, boating, traveling, being outdoors and binging my favorite shows.. I look forward to serving you!

William Lange is an associate attorney managing Geiger Law Office's legal department. William has provided hundreds of clients with tactical planning to protect their assets and wealth transfer plans. William uses innovative estate and asset protection strategies to help clients plan around potential tax pitfalls and ensure their children have protection well into the future.. William has a broad range of legal experience including working as a judicial extern for the Honorable Jill L. Burkhardt of the U.S. District Court, Southern District of California, and litigating a wide variety of disputes including employment, family law, and commercial business disputes.. William has a bachelor’s degree from Duke University in history, with a minor in philosophy. He graduated from the University of San Diego School of Law in 2017 where he was team captain of the University’s National Mock Trial Team. He was selected as a member of the Order of the Barristers for exceptional written and oral advocacy, and he earned the Michael T. Thorsnes award for most outstanding trial advocate. Prior to attending law school, William taught the LSAT for Kaplan University while living in Las Vegas.. When William is not busy advocating on behalf of his clients, he spends his free time coaching the University of San Diego School of Law’s National Mock Trial Team, golfing, traveling, or watching Duke basketball.

We understand that our clients are experiencing a difficult time in their lives and need an attorney that will guide and help them through this stressful period and aggressively and competently represent and protect their interests.  At the Law Office of Steven L. Fritsch you will have representation from an attorney that is experienced, aggressive when needed and has an outstanding reputation in the legal community.  Our law office strives to provide professional and superior service.

The Law Offices of Michael Gaddis, APC is a law firm dedicated to helping distressed homeowners save their homes.  Helping distressed homeowners was a natural progression for Michael Gaddis who is also a California NMLS licensed mortgage broker.  In 2008 Michael Gaddis was busy assisting homeowners to refinance out of 2 and 3 year adjustable loans into 30 year fixed interest rate loans when lenders stopped stated income financing and 100% LTV financing.  Since Michael Gaddis understood the ramifications of the inability for these homeowners to refinance out of interest rates that were adjusting from 6 & 7% "teaser rates" to 8 to 10% adjustable rates Michael Gaddis began to approach the legal departments of the various lenders in an attempt to find a resolution for these homeowners.  Michael Gaddis has been helping homeowners ever since and now has successfully modified well over 1,500 home loans.  What makes Michael Gaddis so unique is his amicable relationships with most lenders.  These lenders respect Michael Gaddis' knowledge and ability to speak to them in their own "language", the language of underwriting and finance.  Michael Gaddis' philosophy is simple, learn the policies, procedures and underwriting guidelines of every lender and then hold them to their own rules.  Michael Gaddis is very proud of his accomplishments and posts many of his loan modifications in his "trophy case" on his website.  Michael Gaddis also negotiates short sales and settlements on delinquent junior liens.

Tara Cheever, principal attorney, formed Cheever Law, APC to fulfill her dream of serving clients in a genuine way where a relationship is formed and she becomes the trusted advisor to her clients. Rather than practicing in the broken and traditional model of focusing on “document preparation” without true counsel, she guides her clients through the often complicated and confusing course of legal decisions needed to ensure the well-being of their families and their businesses while accomplishing their family objectives and goals.. Originally from the Chicago-land area, Tara attended the University of Illinois and earned a Bachelor of Science with High Honors. She was inducted into the Beta Gamma Sigma Honor Society for scholastic excellence in achieving the top 10% of the College of Business Administration. Upon graduation, she moved to San Diego to attend Thomas Jefferson School of Law, earning a Juris Doctor and graduating Cum Laude in 2006. While at Thomas Jefferson School of Law, Tara received a Fellowship with the Center for Law, Technology and Communications for academic excellence and earned two American Jurisprudence Awards for the highest grades in Community Property and Legal Writing. Additionally, she was invited into Honors Legal Writing II and the Moot Court Society where she excelled.. While in law school, Tara served as a certified law clerk with the California Department of Justice, Attorney General’s Office where she wrote multiple appellate briefs and presented oral arguments for all three divisions of the Fourth District on behalf of the state. Tara served in the Attorney General’s Office for over one year and was the first intern to be invited to serve in that capacity beyond the standard three-month program.. After graduating Cum Laude, she immediately passed the California Bar Exam and accepted a position as a deputy city attorney with the city of Escondido, practicing with distinction for nearly three years. Having the passion to work with individuals, families and business owners in a collaborative and advisory capacity led her to launch Cheever Law, APC in 2009 where she continues to serve her clients by protecting their personal and business assets.. Tara is involved in community service, donates to charitable organizations and has volunteered with the San Diego Volunteer Lawyer Program. She is passionate about living a healthy lifestyle, and in her free time, she enjoys spending time with her rescued Maltipoo, Leo, practicing yoga and pilates, hiking and gardening. Tara is licensed to practice law in California.

Serving clients throughout North County for Advance HealthCare Directives, Powers of Attorney, Wills, Trusts, and other Elder Law matters. (See: ). Founder, Board Member, and Volunteer at San Diego Christian Legal Aid ().

Please visit my website.  If your questions are not answered there, please call me.

Pauline is an Associate at KOZA LAW GROUP, a transactional law firm, specializing in estate planning and business law, based in San Diego, California.  She is a tried-and-true Southern California girl, who grew up in Los Angeles, where she earned a BA in English, Creative Writing from the University of Southern California (Fight on!).. After graduation, Pauline entered the public relations industry, where she provided strategic publicity and product placement for clients at a boutique firm in Hollywood.  She then decided to take her talents to law school and moved to San Diego to pursue a juris doctorate at Thomas Jefferson School of Law.. Pauline is a member of the State Bar of California and the San Diego County Bar Association.  She is also a member of the Trusts and Estates Section of the State Bar of California.. In addition to being an attorney, Pauline is a trained mediator with experience in contracts, personal injury, and probate mediation.. Outside of practicing law, Pauline enjoys taste-testing local restaurants, cheering on the Los Angeles Lakers, and traveling to far-off places.  Her happy place is a sunny island beach.

Over 20 years of dedicated service to clients throughout Southern California.  Currently accepting new clients with matters concerning medical marijuana including: landlord/tenant, lawful collective operation in California, litigation with counties and municipalities, and general consulting services.

My practice  is focused in Estate Planning, Probate, Trusts and Wills and Living Wills. It was an easy parallel move from all my work with financial planning, and after a few months of study I was ready to help people.. My guidelines for estate planning are to protect the estate from the ravages of debilitating diseases. The government will pay for your nursing home care without depleting your estate to nothing, but only if you plan it correctly and early. That is my primary goal for my clients after retiring as a Navy Captain, finishing thirty years Active and Reserve in March 2015.. After my Navy career, I went to law school at the University of San Diego. Being an Estate Planning Attorney is my second career.

Mr. Kelsall is the managing partner responsible for the daily operations, management and performance of legal services. When Mr. Kelsall started his practice 15 years ago, he provided legal services focusing mainly on transactional matter and the defense of lawsuits. However, the Firm has diversified its legal practice to include a substantial amount of plaintiffs' work, comprising approximately 50% of the Firm's caseload. To date the most successful area of the Firm's practice has been Plaintiffs' work. The Firm is active in several community groups, including the Chamber of Commerce and is proud to serve members of the Carlsbad community.

KATHRYN S. KAUFMAN is an Associate Attorney at the Law Offices of ARTHUR S. BROWN, APLC. Kathryn joined the firm in 2007 after graduating from the University of California, Hastings College of the Law and being admitted to the State Bar of California in 2006. While at UC Hastings, Kathryn was an editor for the Hastings Women’s Law Journal for two years and also served as a judicial extern in the San Francisco Superior Court.Prior to law school, Kathryn earned a Bachelor of Arts in English with Minors in Political Science and Theater from the University of California at Riverside.Kathryn’s involvement in estate planning dates back to 1996 when she began working for a solo estate planning practitioner who was also her Mock Trial coach! During college Kathryn went on to work at a mid-size insurance defense firm in Riverside, primarily working with the partner who managed the estate planning group. Kathryn also worked for LexisNexis during law school, helping to edit and cite check chapters for the Practice Guide on Trusts and Estates. It was a natural progression for Kathryn to then join the Law Offices of ARTHUR S. BROWN, APLC, specializing in Estate Planning and Trust Administration for clients in Carlsbad and San Diego North County after becoming a member of the Bar.Kathryn was born and raised in Southern California and was excited to move to sunny San Diego after attending law school in San Francisco. In her free time, you can find Kathryn spending time with her husband and cats, enjoying a good book, playing computer games, or savoring delicious food and wine!

In his personal time, Bobby enjoys painting, golfing, playing basketball, and studying astronomy.  But more than anything, he enjoys spending time with his family.

I have lived in San Diego since 1980, when I started Law School. I moved to North County in the nineties and have lived here ever since.  I strive to work hard on behalf of all of my clients to ensure that they get the best possible outcome on their cases. I handle most types of personal injury cases, including, auto, bicycle, motorcycle and slip/trip and fall. I do not shy away from difficult or challenging cases.  When I'm not working, I enjoy the best San Diego has to offer, especially biking and running. I look forward to discussing your case.

I began my career working for large law firms, moving paper, billing large sums over a lot of hours, moving money from one rich entity to another, dealing with politics, bureaucracy, and unhappy clients. Obviously, all of this made me extremely unhappy. This was not what I imagined when I went to law school. I just wanted to help people and make a difference in their lives.. One day, a friend of my mother asked me to update her living trust. The trust was almost 15 years old and there wasn't much to it. It didn't reflect the current law and it didn't reflect her current life needs. Further, she told me that her attorney never even explained to her what was in the trust. So she was learning everything from me 15 years after the fact! Worst of all, none of her assets were even titled in the name of the trust. This meant that all the time, trouble, and money she spent was a waste, since her family would still have to deal with probate after her death.. Because of my own problems in setting up an estate plan, and because I wanted to help my mom's friend (and others like her, I decided to start my own firm).. I figured I could make my law firm much better than most by just doing the opposite of what my mom's friend's lawyer did. This is how she described her encounter 15 years ago and how the process went: 1) She provided some limited information to the attorney; 2) The attorney did not ask many questions; 3) The attorney hastily prepared some documents; and 4) She signed the documents, put them away, and never looked at them again.. It's not a stretch to know that this isn't the kind of relationship that most people want. Thus, I sought to bring back the long-term, trusted relationship between attorneys and clients. So I came up with a new process and model.. The Zapf Estate Planners Model. Almost everything we do is based on a flat fee. No one likes to get billed for a quick email or phone call to an attorney. And I definitely do not like to send those bills and keep track of my time in six-minute increments. So I did away with that old, tired way of doing law. Feel free to contact me as you wish.. We want your trust to work for you. Too often people fail to change the ownership of their assets into the name of the trust. Too often attorneys fail to help their clients with this difficult process. No longer. It is our responsibility to supervise you funding your trust.. No longer will estate planning be a one-time transaction. When you hire us, that is when our relationship begins…for life. We offer free reviews of your plan every three years at no additional charge. We also offer a membership program (that nearly all of our clients participate in), which includes a yearly plan review and unlimited changes to your , please understand that estate planning isn’t really about you.  After all, you will be gone when your plan takes effect. It’s about creating a plan of action that’s going to take care of those you love most.

I am a Certified Specialist in Estate Planning, Trust & Probate Law with The State Bar of California Board of Legal Specialization. I offer a variety of legal services to help ensure the financial security for you and your family in the event of your incapacity or death. My extensive knowledge and experience in the areas of estate planning, trust administration, probate and elder law will give you peace of mind in knowing that your assets are secure and will be distributed according to your specific wishes.

Gordon Levinson is a dedicated car accident lawyer in Carlsbad and the founding partner at Levinson Law Group. He has over 20 years of experience helping injury victims obtain the compensation they deserve. Having earned his law degree from the University of San Francisco School of Law, he went on to represent over 3,000 unique clients. Attorney Levinson has presented before 30+ county superior courts, three state courts of appeal, three federal district trial courts, and the state Supreme Court. He’s unafraid to do what is necessary to ensure his clients’ rights are protected. If you want quality representation, call today.

First and foremost, I am Mason's mommy, and fur-mom to two adorable rescue pit bull terriers, Piglet (14) and Tyson (12).  I'm a die-hard USC Trojan (Fight on!), a perpetual wonderluster, and in my spare time you can find me on a snowboard, yoga mat, or simply just exploring the great outdoors with my fam.. On a professional note, my legal practice focusses exclusively on Estate Planning - drafting wills & trusts, trust administration, wealth preservation planning, and elder law.  I manage my own law practice, Tasch Law Firm, which is based out of Coastal Carlsbad, with offices in Sorrento Valley & Mission Valley, and satellite offices in Pacific Beach and Orange County.. I believe that every single person needs some level of Estate Planning, and it is my goal to make it easily accessable (from both a cost & convinience standpoint), and easily understandable.  I know I've done my job when a client exclaims, "Wow.  That was easy!" at the end of our meeting- it makes my day!

Estate Planning for individuals, families and small business owners.. While most of our services are centered around the estate planning solutions, we also assist clients with trust administration and probate, taxation, and small business law (formation, contracts, transactional matters).. Whether our clients want to protect their hard-earned assets, take care of the loved ones, preserve their wishes, values and beliefs, or simply provide the next generation with a peace of mind, we pay close attention to all the details and create customized plans tailored to meet each client’s individual needs and priorities.

Elliott H. Jung is one of the founding partners at HHJ Trial Attorneys. He specializes in helping people that have been involved in serious injuries, brain injuries, wrongful termination and sexual assaults. He has dedicated his life to standing up for those that have been involved in catastrophic injuries or have been wronged and retaliated against in the work place. His efforts have been recognized by his peers and he has been selected as the Top 2.5% of attorneys in his field by Super Lawyers. He has also been recognized as the Top 40 under 40 by the National Trial Lawyers as a personal injury attorney. Since the inception of HHJ Trial Attorneys, Elliott has helped recover millions of dollars for their clients that have been injured. Most recently, HHJ Trial Attorneys was recognized by the San Diego Union Tribune as the “Best Litigation Firm” in San Diego County.. All of Elliott and his firm’s recognition have been received due to their expertise in jury trials. For almost a decade, Elliott has focused his skills on doing jury trials, so that he can be the best injury attorney in the courtroom every time that he has to step in the arena for his clients. His focus and skill have allowed his clients to settle their personal injury and employment cases for the full value before they ever have to reach a court room. His opponents and defense attorneys know his reputation in the legal field as an attorney that is willing to go to trial for any client that does not receive a fair resolution. Even at his young age, Elliott Jung has tried more than 50 jury trial cases to date. His ability to be a commanding and effective presence in the courtroom has allowed him to receive the respect of his opponents, his peers, and the bench.. Elliott is driven by his past and his experiences with his family. He is the son of immigrant parents, his drive to help people in need is largely due to this identity. His upbringing poised him to fight with conviction and to break through many cultural differences and societal barriers and to serve as a fierce advocate for the voiceless. The tenets of who he identifies as motivated Elliott to attend law school. While at Southwestern Law School in downtown Los Angeles, he found a greater love for the courtroom and reinforced purpose.. Elliott found his advocacy skills come to life in the courtroom and that made him stand out. He interned at the Los Angeles District Attorney’s Office Appellate Unit. There he had a rare opportunity to argue cases in front of a panel of three judges. He was chosen to work for the Honorable Mark E. Windham and handled a variety of criminal matters assigned to him by the Judge. After working in the State court system, he was also handpicked for a competitive position working for the Honorable Ronald S.W. Lew, Senior United States District Court Judge for the Central District of California. While in that position and while solely working on civil cases, he gained insight about how judicial decisions are made. His progression from working behind the bench and into a position of advocacy landed him an opportunity to work for the Federal Public Defender’s Office during his last year of law school. There, Elliott was involved in defending Federal drug smuggling cases and high-profile fraud cases brought by the United States Attorney’s Office.. Academically, during his time in law school Elliott was accepted into a highly coveted honors program. Only 16 members of the entire law school were selected. Additionally, he served as a member of the Trial Advocacy Honors Program and competed in trial competitions against other prestigious law schools nationwide. He received the merits of 1st place in the region at the American Bar Association’s Labor and Employment Trial Competition and thus began his journey towards his status as a premier trial attorney.Every year, Elliott strives to improve his skills as a trial attorney and attends local and national trainings. Elliott is a graduate of Gerry Spence’s Trial Lawyers College which is considered the most prestigious and selective trial advocacy college in the world. He takes pride in supporting other attorneys with their cases and assisting them for both pre-trial and trial work. He continues to learn and continues to teach others how to be an effective and dangerous voice in the courtroom.. Elliott’s strong belief in relentless advocacy continues to grow and now spans from seeking justice for his clients into giving back to new generations of attorneys. He was invited to teach as an adjunct professor at California Western Law School. He teaches the school’s main trial skills program. Elliott also coached law students to compete in local and national trial competitions against other prestigious law schools.Elliott also spends his time giving back to the community by providing pro-bono work as a part of the San Diego Christian Legal Aid Society. He also empowers the Asian American community by sitting as a board member of the Asian Cultural Media Alliance, which is a non-profit organization that encourages and furthers the addition of Asian Americans in the film industry.

Clinton is an estate planning, tax and business law attorney practicing in North County San Diego.  His mission is to provide practical and affordable estate planning, tax and business law strategies to San Diego families and businesses in order to preserve their wealth, promote their values and secure their legacies.. Clinton’s estate planning practice focuses on all aspects of estate planning and trust administration including the preparation of estate planning documents, charitable trusts, special needs trusts, irrevocable gift trusts, family limited partnerships, and non-charitable split interest trusts such as grantor-retained annuity trusts and qualified personal residence trusts.  His estate plans are designed to transfer a family’s legacy, wishes and wealth to the next generation in a manner that is both tax-efficient and creditor-protected.

Born in Madison, Wisconsin and raised in Riverside, California, Julie A. Cardin, the daughter of an attorney, has been serving clients for more than fifteen years with special compassion and a rare set of skills that includes law, tax preparation and public accounting. She's proven to be an effective advocate for those who face audits by the Internal Revenue Service and the tax agencies of the State of California. Her skill and knowledge is further buttressed by her experience as a field auditor for the IRS. There, she learned to comb tax returns for anomalies, discrepancies, abnormalities, overstated expenses and understated income, learning all the while how to prepare returns for clients so as not to raise red flags in the first place. She also learned what IRS agents need in order to resolve a case and just how much room the law affords taxpayers to negotiate. She so impressed the IRS that they sent her out, at age 25, to lecture large gatherings of agents, CPAs and attorneys on the proper preparation of tax returns. Ms. Cardin earned a bachelor of science degree in accounting from the California State Polytechnic University in Pomona and went on to work for Certified Public Accountants in San Diego, Orange and Riverside counties. Finding that accounting was not enough to occupy her restless intelligence, and still holding a day job, she enrolled in law school. National University, which later was absorbed into the Jefferson School of Law in San Diego, awarded her a scholarship. On her first try, in 1990, she passed the California Bar examination. Her law school brought her back to teach courses in taxation, community property and professional skills. Attorney Cardin is a member of San Diego's North County Bar Association. A CPA in California since 1992, she also became licensed in 2005 as a Certified Public Accountant in Nevada.

Attorney Arthur McDonough attended Villanova University and graduated with a degree in Business Administration. He then attended New York Law School and passed the New York Bar Exam.. After graduating from law school Arthur worked as a litigator in New York City for five years where he handled a wide range of cases at all stages of litigation. It was a great experience but after years of litigation, and a dramatic event in his personal life, Arthur felt that he needed a change.. Arthur reevaluated his priorities and values and decided he wanted to devote his career to helping families. He then took the California Bar Exam and moved to Los Angeles where he worked creating wills and trusts in an accountants office. Arthur really enjoyed helping families take care of their estates and decided to open his own law practice.. Currently, Arthur is living in North County San Diego and helping clients create the trusts they need to avoid unnecessary probate fees, reduce estate tax, and ensure that loved ones are protected in the event of their incapacity.. If you need a trust or will to get protection for your family, Arthur can help!

As the founding partner of The Loftin Firm, I am proud to offer professional and creative solutions to assist our clients with their varied legal requirements.  The Loftin Firm is a dynamic full service law firm, serving the needs of clients in the areas of real estate, finance, corporate law and litigation support for these areas, as well as trusts and estate planning. The Loftin Firm has established itself as providing high quality legal services with an emphasis on creative resolution. We are a client-focused firm, which is passionate about our work and dedicated to providing the highest quality of legal services, yet at competitive rates for the benefit of our clients.. The Loftin Firm offers a full complement of legal services, which are generally divided into its six core practice areas:. This article features the first three of those areas.. Real Estate, Land Use and Planning. The Loftin Firm represents a broad range of clients with a diverse array of real estate, land use and planning matters. Our clients range from private real estate developers and land owners (both small family developers and large institutional development companies) to public municipalities. We bring a breadth of experience in all areas of real estate and land use to effectively manage and advise our clients.. Homeowner Associations/Common Interest Developments. The body of law governing homeowners associations is complex and highly regulated by various State agencies. The Loftin Firm acts as general counsel or HOA counsel to such associations throughoutCaliforniaand can provide guidance on the formation, operation and enforcement matters that face any association, whether developer-controlled or resident-controlled.. Major changes have occurred in the law governing common interest developments necessitating changes to Operating Documents such as bylaws and CC&Rs, along with the crafting of appropriate Policies and Procedures for the enforcement of association dues obligations and the Operating Documents. The Firm is proactive in assisting its common interest development clients (most, but not all of the homeowners associations fall into this category) to comply with the rapidly changing operational laws to avoid potential litigation.. Corporate, Business and Finance. Within our corporate, business and finance practice group, we provide a wide range of legal support for general business and financing transactions for individuals and businesses of all sizes, from initial formation through and including operations of a business enterprise, including drafting and counseling businesses regarding their contracts, to financing and other complicated transactions.. The Loftin Firm is conveniently located in Carlsbad, California, but actively works on projects throughout the State, with several active projects throughout more information, please contact us at or visit our website at .

As a parent you want to make sure you have do everything for your kids. You make sure they are cared for at all times during school breaks and holidays.. But have you thought who will care for them if your can't?. My firm is here to guide you in the process of creating a plan that will tell everyone who you want to care for your kids when you cannot.. Call me today to book a Family Wealth Planning Session. During this session you will learn about estate planning in California and what you can do to care for your kids.. Helping Families Pass on Their Legacy with Love and Understanding!