Top Estate Planning Lawyers in ZIP 92011 | 4 available

Firm: KOZA LAW GROUP APC

2011 Palomar Airport Road , Carlsbad , California 92011

Practice Areas: Estate Planning

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

Firm: Zapf Estate Planners, APC

701 Palomar Airport Rd. #300 , Carlsbad , California 92011

Practice Areas: Estate Planning

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.

Firm: Law Office of Clinton M. Crosser

6005 Hidden Valley Rd Ste 105 , Carlsbad , California 92011

Practice Areas: Estate Planning

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.

Firm: Law Office of Lana Black

2131 Palomar Airport Road, Ste. 243 , Carlsbad , California 92011

Practice Areas: Estate Planning, Trusts, Probate, Wills, Power Of Attorney

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.