Top Estate Planning Lawyers in ZIP 92008 | 11 available

Firm: Sano & Associates, P.C.

2173 Salk Avenue, Suite 250 , Carlsbad , California 92008

Practice Areas: Estate Planning

1902 Wright Place , Carlsbad , California 92008

Practice Areas: Estate Planning

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.

1015 Chestnut Ave #G2 , Carlsbad , California 92008

Practice Areas: Estate Planning

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.

Firm: L. Jerry Hansen, Esq

2244 Faraday Ave #144 , Carlsbad , California 92008

Practice Areas: Estate Planning

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 ().

Firm: Law Office of Patricia L. Andel

2173 Salk Avenue , Carlsbad , California 92008

Practice Areas: Estate Planning

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.

5650 El Camino Real Ste 123 , Carlsbad , California 92008

Practice Areas: Estate Planning

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.

Firm: Kelsall & Associates PC

2921 Roosevelt St. , Carlsbad , California 92008

Practice Areas: Litigation, Estate Planning, Bankruptcy, Lawsuits & Disputes, Immigration

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.

Firm: Tasch Law Firm - HQ

5205 Avenida Encinas , Carlsbad , California 92008

Practice Areas: Estate Planning

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!

Firm: Cheever Law, APC

5205 Avenida Encinas, Suite A , Carlsbad , California 92008

Practice Areas: Estate Planning

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.

Firm: McKinnon Law Firm

2755 Jefferson Street, Suite 206 , Carlsbad , California 92008

Practice Areas: Divorce, Estate Planning, Child Custody, Child Support, Uncontested Divorce, Divorce & Separation

Firm: Geiger Law Office

1917 Palomar Oaks Way , Carlsbad , California 92008

Practice Areas: Civil , Construction , Insurance , Personal Injury, Professional Malpractice, Estate Planning

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.