“Daniel’s superior service and knowledge of his field is why we chose him to assist our family with Trust and Will documents.” – Glenn D. of Carlsbad.

Who does the Law Office represent?

We represent a variety of individuals and families at different stages of life. We develop comprehensive and customized estate plans that are right for your family situation:

  • Two parent families and single parent families wishing to protect their children and themselves,
  • Unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel,
  • Gay and lesbian families negotiating the challenges of creating new relationships,
  • High net worth families seeking strategies to minimize estate and income taxes,
  • Family business owners seeking ways to protect and expand their businesses and considering how and when to transition to the next generation of ownership,
  • Estate executors and beneficiaries navigating the court system and the probate administration process,
  • Family members carrying out the legacy of a loved one through a trust administration,
  • Executors, trustees and beneficiaries seeking to resolve conflicts,
  • Families and individuals giving to the community.

Services:

  • Wills and Trusts
    • Wills for individuals and married couples.
    • Revocable Living Trusts
    • Testamentary Trusts
    • Irrevocable Life Insurance Trusts
    • Charitable Lead and Remainder Trusts
    • Asset Protection Trusts
  • Children
    • Nominating a guardian
    • Disinheriting children
    • Special needs trusts
  • Incapacity Documents
    • Powers of Attorney
    • Advance Health Care Directives
    • HIPAA Medical Releases
    • Guardianships
    • Conservatorships
  • Marital Documents
    • Spousal Property Agreements (Antenuptials)
    • Prenuptial Agreements
    • Marital Settlement Agreements

Call us today to schedule an appointment!  (858) 519-8020.