Top Estate Planning Lawyers in Carlsbad | 23 available

2725 Jefferson Street, Suite 2A , Carlsbad , California 92008

Practice Areas: Family, Adoption, Estate Planning

Firm: McDonough Law

2103 Camino vida Roble , Carlsbad , California 92011

Practice Areas: Estate Planning

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!

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.

Firm: Law Office of Suzan A Colgan

2244 Faraday Ave , Carlsbad , California 92008

Practice Areas: Estate Planning

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!

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: 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.

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: 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.

Firm: The Law Offices of Michael Gaddis, APC

6104 Innovation Way , Carlsbad , California 92009

Practice Areas: Estate Planning

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.

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 ().

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.

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.

Firm: Sano & Associates, P.C.

2173 Salk Avenue, Suite 250 , Carlsbad , California 92008

Practice Areas: Estate Planning

Firm: David M. Brahms

C14   800 Grand Ave 80 , Carlsbad , California 92008

Practice Areas: Criminal Defense ,Estate Planning,Family ,Personal Injury

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: 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: 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: 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: Zarcaro & Associates Apc

1902 Wright Pl Ste 200 , Carlsbad , California 92008

Practice Areas: Estate Planning

Firm: Galuppo & Blake A Professional Law Corporation

2792 Gateway Road , Carlsbad , California 92009

Practice Areas: Real Estate, Business, Probate, Estate Planning, Trusts