“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.