Escondido Estate Planning Lawyers

Mr. O'Connell leads a small firm of professionals specializing in real estate issues, business, corporations, limited liability companies, estates, and trust administration. He has more than 30 years of experience in these areas and is fully equipped to advise clients regarding their options and risks in these troubling economic times.

Mr. O'Connell speaks frequently at continuing education seminars on topic including the emerging issues in limited liability companies and legal ethics.

Mr. O'Connell served in the U.S. Army Security Agency from 1968 to 1972, serving in Turkey and Germany.

Education
Georgetown University BSBA Int Business and Economics 1967 Cum Laude Distinction
Emory University JD Taxation and Estate Planning 1974 Magna Cum Laude
University of Miami LLM Maritime and International Law 1974 SJD Thesis Two Hundred Mile Exclusive Economic Zone under UNCLOS III 1974 Summa CumLaude

Employment
US Navy Viet Nam veteran 1967-78 LCDR USNR TS SCI Clearance
Maritime and International Counsel US House of Representatives 1977-87
Maritime and International Attorney Adviser California State Senate 1987-98
Lawrence G Mallon & Associates 1987-Present

Admitted to Practice
Georgia 1973
District of Columbia 1978
New York 1987
California 1987
US Supreme Court 1978
Maritime Law Association Proctor in Admiralty 1978

Practice Areas
Will and Living Trust drafting and review
Powers of Attorney and Advance Health Care Directives
Will and Trust Amendments and Updates
Estate, Gift, Income, and Property Tax planning Techniques for avoiding probate
Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Advanced Estate Tax Planning: Irrevocable Trusts, Gifting Trusts, Grantor Retained Trusts (GRIT, GRAT, GRUT, QPRT), Life Insurance Trusts
Charitable Planning ? Charitable Trusts (CRAT, CRUT, CLT)

Education
University of San Diego School of Law ? Juris Doctorate in 1977
University of California, Irvine ? Bachelor of Arts in 1974
Personal Philosophy
Roberta helps families plan to transfer assets to the next generation while avoiding probate and miniming...

California Board Certified Specialist in Estate Planning, Trust, and Probate Law
Master of Laws in Taxation

Practice Areas
Will and Living Trust Drafting
Powers of Attorney and Advance Health Care Directives
Estate Planning Review
Will and Trust amendments and updates
Estate, Gift, Income, and Property Tax planning
Techniques for avoiding probate
Probates - Represent Executors and Administrators in Probate
Represent Trustee in Trust Administration
Email: DanielWilson@TrustLaw.us

Professional Associations and Memberships
Rancho Bernardo Community Foundation, Board Member
Rancho Bernardo Business Association
Probate Bench?Bar Committee
San Diego County Bar Association
North County Estate Planning Council
San Diego North County Bar Association
Personal Philosophy
Daniel has a passion for working with people and assisting them achieve their goals. He provides clear and simple...

Scott C. Soady, Esq. is admitted to practice in California as well as the Southern and Central Federal District Court. He is an active member of the Trust and Estates section of the State Bar of California and the San Diego County Bar Association.

Scott C. Soady was born in Toronto, Canada and raised in Los Angeles. He attended the University of California, San Diego and graduated with honors with a Bachelor of Arts in Political Science. He went on to obtaining his Doctor of Jurisprudence from the University of San Diego, School of Law in 2005.

Attorney Soady has focused his...

Assly Sayyar is an attorney practicing with Assly Sayyar, Attorney at Law, Inc. which maintains offices in Las Vegas, Nevada and San Diego County, California. She is a skilled and diligent attorney who has been practicing as a trial attorney since 2004. Originally born in England, Assly’s family immigrated to the U.S. when she was a child. She received her Bachelor of Arts in English Rhetoric from the University of Alaska Anchorage in 2000. Assly moved to Las Vegas where she attended the William S. Boyd School of Law. After graduating from law school Cum Laude in 2004, Assly...

Armed with impressive qualifications from big law firms and an approachable demeanor you'd expect from a small firm, Owen uniquely bridges the often intertwining areas of Trusts, Estates, and Probates. Owen holds degrees in tax (LL.M.), law (J.D.), and business (M.B.A.), making him particularly well-equipped to guide you, whether you're crafting an estate plan for your loved ones or you're a trustee or beneficiary in need of expert counsel. At Opelon, we believe in more than just offering services - we're dedicated to building enduring relationships. With Owen, you'll find an attorney who is not just qualified but also approachable. We encourage...

Mrs. Geiger’s practice is located in Carlsbad, California. Her practice focuses on Estate Planning, Asset Protection, Business Planning, Elder Law, Trust Administration, and Probate. She obtained her law degree from the University of San Diego School of Law where she served as an Editor for the San Diego International Law Journal and published a law review article. She has also authored multiple books on Trusts, Elder Law and Business Law topics and is an active member of the North County San Diego Bar Association, the North County Estate Planning Council and is a member of the editorial committee for the...

Principal Owner
Jack E. Stephens J.D., LL.M. has been practicing law in San Diego since 1990, helping thousands of taxpayers reduce taxes and homeowners protect their property with Trust strategies. Jack Stephens has been designated as Top Lawyer by San Diego Magazine, Best of the Bar, and Avvo on a consistent basis. He has received annual awards including the AV Preeminent Attorney Rating by Martindell-Hubbell, representing the highest possible rating in both legal ability and ethical standards. As an active contributor to continuing education in Estate Planning, Jack Stephens has authored and edited quarterly newsletters, pamphlets, and contributed articles to the...

Mr. Kouretchian provides strategic counseling and customized legal service to individuals, families, entrepreneurs, estates and businesses. He specializes in the areas of Wills and Trusts and Corporate/Business Law (Formation, Governance, Finance).

Jeffrey Gaffney is a 30 year attorney and retired Navy Captain. Originally from New York, he moved to San Diego in 1985 and has remained here since, military duties permitting. An attorney since 1993, Jeff is a graduate of the University of San Diego School of Law. He began as a law clerk in 1991, helping aggrieved investors recover from unscrupulous stockbrokers. A former registered representative ("used stock salesman") and principal (licensed manager of registered representatives), he began his own law firm in the midst of a scandal involving Prudential Securities' sales of limited partnerships. Since then,...

Professional Life: California State Bar member, Asaph Abrams represents individuals, families and businesses in obtaining federal bankruptcy protection. He has filed over 650 successful bankruptcy cases in San Diego and has been co-chair of the San Diego County Bar's Bankruptcy Law Section. He has parted ways with the large law firm sector to focus personally on clients in need. He offers sliding-scale rates to make bankruptcy an affordable solution for all San Diegans. Asaph volunteers and is active in the legal community through the San Diego County Bar Association and the National Association of Consumer...

Paul Hilton is committed to the idea of “service to country” which translates into the work he does for his clients. After graduating from Thomas Jefferson School of Law, Magna Cum Laude, Paul Hilton began his practice in the San Diego area and is licensed to practice law in California’s state and federal courts.

A retired Marine, Paul finds that his law career allows him to pair his passion with his purpose within his home community. During his time in law school, he was awarded the Veterans Assistance scholarship and served as the Executive Editor of Law Review. As a lawyer,...

Family Law Attorney Michael Spiekerman is a highly qualified attorney whose practice is exclusively devoted to dissolution of marriage and domestic partnerships, and all manner of family law related issues. He has represented clients with both complex and simple disputes involving the division of community property assets, the allocation of marital and non-marital debt, obtaining and terminating spousal support awards, setting and modifying child support orders, custody, parenting issues, and much more.

Michael recognizes that the circumstance of ending a marriage or any once intimate relationship is an extremely traumatic experience. In order for people to actually be supported...

Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets. As Chief Counsel at Sollertis, Bill works with his clients in the preparation of a Master Asset Protection Plan™ and, once created, manages a team of strategically selected Private Practice Attorneys who work with him to implement the plan and ultimately, to help his clients protect their assets and obtain financial freedom. Bill brings a business perspective to everything he does. As co-founder and managing partner of San Diego Law Firm, he guided the firm in its ascent...

James F. Sexton first worked as an attorney for the insurance companies he now opposes. Having worked this side of personal injury and worker’s compensation cases, James understands the goals, motivation, and tactics employed by the insurance companies and the lawyers who protect their interests. He uses that knowledge to better serve and protect his clients’ interests. As CEO of a company and owner of his own law firm, James Sexton’s success reflects the positive experiences his clients have had and continue to have at The Sexton Law Firm. His expertise is extensive and includes California bankruptcy law, California...

Attorney Milda Goeriz is skilled with all estate planning matters and experienced with tax audits and representation before the Internal Revenue Service and state and local tax authorities. In reaching the best results, Attorney Milda Goeriz applies modern methods and an honest approach to law. She employs creative strategies when forming revocable and irrevocable trusts and handling other estate planning matters. Ms. Goeriz has a unique ability to explain the complex planning devices in a simple fashion and is valued by her clients for effective asset protection. A multilingual tax lawyer with a background in international business transactions, Ms....

Senior partner at Borg Norris Life Long California resident serving the north San Diego area for 50 years Graduate of Lynwood SDA Academy Vietnam Veteran -- Gasoline Truck Driver Former Realtor in California Business owner, Real Estate Redeveloper ,and General Counsel to the Health Care Industry including hospitals and off site clinics. prosecuted and defended numerous malpractice cases. Current practice dedicated to estate plannng. Real Rstate challenges preferred Currently General Counsel to Spinergy Inc a carbon fiber wheel manufacturer Professional Affiliations with Brig. Gen. David M. Brahms USMC Ret . A significant percentage of clients are professionals...

Mara Allard has a proven track record of success advancing claims for clients in probate courts throughout the state. At Allard Smith A Professional Law Corporation, she represents executors, heirs, trustees, trust beneficiaries and family members in probate petitions, will contests, breach of trust, financial elder abuse claims, breach of fiduciary duty claims, quiet title actions, real property disputes and contested actions related to guardianships, conservatorships and powers of attorney.

Aisha is a native San Diegan, graduating from San Diego State University with a Bachelor of Arts in International Business (with an emphasis in Spanish and a Distinction in the Major) and a minor in Portuguese. She began an 18-year career at Qualcomm, Inc., a global leader in wireless communications technology, as a Marketing Intern while attending SDSU. Her desire to do meaningful and fulfilling work drove her back to school, and as someone who isn't afraid of a challenge, she attended the University of San Diego School of Law under scholarship, while continuing to work full-time. Aisha earned her...

Kevin Forrester has more than 20 years experience as a trust and fiduciary lawyer, arbitrator, and mediator of civil, securities, and real estate disputes; and more than 30 years real estate practice experience as a Realtor® and licensed real estate broker.

My practice focuses on estate planning, trust administration, and probate and estate litigation. I have diverse experience in the areas of wills, trusts, business formation, federal and state taxation, and estate litigation. His litigation clients include individual and professional trustees, beneficiaries, surviving spouses, care givers, and omitted heirs. Prior to joining Albence and Associates, APC, I practiced at a major securities litigation firm headquartered in San Diego. I was involved in a variety of complex litigation cases, including mortgage backed securities cases and post-merger derivative suits. This diverse litigation experience in multi-party, national scale cases, blends...

The Vista, California, Law Office of Paul Campo has provided trusted legal counsel in the North San Diego County region for more than 35 years. Paul is committed to providing personalized, knowledgeable, and efficient legal representation for all types of trust, probate, and estate planning matters, including trust and probate litigation. Paul is an experienced, responsive & affordable attorney.

Paul is a native of Vista. After graduating from Vista High School, he attended Stanford University and received his B.A. in 1981. He then attended the UCLA School of Law, and graduated with a J.D. in 1984. While in law school...

Experienced attorney with office located in Rancho Bernardo, San Diego. In practice in San Diego County for 15 years. Appeared in Los Angeles County, Riverside County and Orange County courts. My practice is limited to those counties.

Experience in Estate Planning arose from the connection that exists between the two areas of law practiced in my firm. Divorce causes change in estate plans, wills, asset allocation, beneficiary and Powers of Attorney designations. The two areas of law naturally go together. And even if they do not in your case, we have the skill and experience to assist you with your specific...

At the Law Office of Matthew & Julia Kaemerle, L.L.P., we provide our clients with the personalized, experienced, and committed legal counsel that they deserve when facing a challenging legal matter. Our Carlsbad Family Law Attorneys have handled a wide variety of issues related to complex, high-asset divorces, contested custody and visitation cases, pre-nuptial and post-nuptial agreements, as well as non-traditional family formation and dissolution. Our team will work with you to find the right strategy for your situation and will come up with solutions that address your goals and needs.

Additionally, we offer legal assistance in the areas of...

For over ten years, Carrie N. Heieck has represented individual and business clients on a myriad of legal matters – always with the goal of protecting her clients from and defending them against the inevitable pitfalls they face in our increasingly litigious and complex world. Ms. Heieck feels strongly that the most important service she can provide her clients is to assist them in avoiding legal problems in the first place. With a carefully devised “life” plan in place, Carrie’s clients feel at ease knowing they are protected.

Encinitas Probate Attorney Services Mr. Cornell has spent over 25 years emphasising trust administration and probate with the goal of producing value and providing a personal touch for each client. Areas of Practice Estate Planning Incapacity Planning Guardianship? Conservatorship? Trust Administration and Probate? ?Special Needs Planning Richard Cornell After spending his childhood in Oceanside and graduating from Oceanside High School, Richard Cornell went on to attend Loyola Marymount University graduating Cum Laude and then recieved his Juris Doctorate from the University of...

We are a law firm with offices in San Diego and the San Francisco Bay Area. Our practice is focused on providing sophisticated asset protection legal services for clients throughout the country. When helpful, we can arrange personal meetings with our clients in Los Angeles and most areas in California.

We structure our clients personal and business holdings to protect against risk of loss from sources of potential liability. This structuring is based upon the correct choice of business entity and the proper asset protection strategies for holding investment assets and accumulated wealth. Our expertise is in both...

Merwyn J. Miller is an estate planning attorney with an active law office in Encinitas, San Diego County, California. (Encinitas is located in the north coastal area of San Diego County, half way between Del Mar and Oceanside. It is adjacent to the following communities: Cardiff, Carlsbad, Del Mar, La Costa, Leucadia, Oceanside, Rancho Santa Fe, San Marcos, Solana Beach, and Vista. (Click here for a map showing the location of Encinitas.)

He was admitted to the State Bar of California in 1974 and has been certified by that organization’s Board of Legal Specialization as a specialist in Estate Planning, Trust,...

Andrew A. Sexton began his career with a heavy focus in Consumer Bankruptcy Law.  While attending law school at San Diego's California Western School of Law, he was published for articles on Student Loans in Bankruptcy and also worked heavily with the U.S. Trustee Program, a department of the United States Department of Justice.  This component of the Department of Justice was responsible for overseeing the Bankruptcy process and enforcing the Bankruptcy Code to promote the integrity of the system and protect debtors and creditors from abuse. After graduating law school magna cum laude, he began working at The Sexton Law Firm...

My vision for creating the Divorce Mediation service was in recognition of the excessive costs and ordeal clients are forced to put up with in the traditional divorce scenario in Court. Everything accumulated by a family can be consumed in the divorce process because there is no insurance policy to cover the legal expense, no business that has a budget for litigation expenses and no government help, so the community estate must bear the costs for both sides. Needless to say, a typical contested divorce can easily exceed $100,000 and what does a family have to show for it?...

I help clients create an individualized estate plan for themselves and their loved ones. I also help individuals who have lost a loved one and are navigating the process of settling an estate or trust.

J.M. Preston is an attorney with Preston Estate Planning. He graduated from Brigham Young University and obtained his law degree from California Western School of Law. When he’s not answering clients’ questions and creating trust documents, he enjoys spending his free time with his wife and four children. Because of J.M.’s extensive knowledge and years of experience drafting thousands of estate plans, he is able to properly address and solve each client’s unique situation. If you are looking for a California law firm that specializes in estate planning and elder law, Preston Estate Planning is the right choice. We have been practicing...

John M. Preston is the founder and principal of Preston Estate Planning, a firm dedicated exclusively to the practice of estate planning. He is certified by the California State Bar as a Specialist in Estate Planning, Trust, and Probate Law. Mr. Preston has been practicing law for over 35 years and has developed a revolutionary process called the Life Plan™, which provides protection beyond the scope of a typical estate plan. The program represents one of the most comprehensive systems for planning an estate, keeping documents current, and ensuring that clients are informed and educated. You deserve the peace of mind...

Pauline Isidro is an Associate Attorney at Koza Law Group, specializing in estate planning and business law. She holds a B.A. in English from the University of Southern California, as well as a Juris Doctorate degree from Thomas Jefferson School of Law. A veteran of the public relations industry, Ms. Isidro previously provided strategic publicity and product placement consultation services for various clients at a Hollywood, California-based boutique P.R. firm. Ms. Isidro is currently an active member of the State Bar of California where she also holds membership with the Trusts and Estates Section. She is...