San Gabriel Estate Planning Lawyers

Biography – Jeffrey C. Nickerson Jeff Nickerson is an experienced Estate Planning attorney, practicing in all areas of Estate Planning; Wills, Trusts, Special Needs Trusts, Conservatorship & Elder Law. Jeff is a long time resident of Murrieta. He has a professional, conveniently located office in Murrieta that serves all of Riverside County and beyond. Jeff has a passion for helping families with a disabled family member and specializes in the preparation of Special Needs Trusts. Jeff and his wife Mary have a disabled son and are actively involved with Special Olympics and are...

University of Notre Dame - Certified Grant Proposal Writer
Executive Producer - TRADE film by FFAM, Inc.
Executive Producer - "Tall Like the Tree" by Delaney Gibson
Professor, Oxnard College

Mark Lobb founded the firm on November 3, 1993, and is the current Managing Partner. His clients consist of domestic and foreign corporations and the owners of such corporations.

Professional Experience • J.D. Glendale University College of Law (Graduated in 1996) • Pepperdine School of Law- Mediating the Litigated Case Program • 28+ years of practicing experience as an attorney • 30+ years as a real estate investor • Practice areas: Estate planning, Business Planning, and Asset Protection • Drafting Last Testament, Financial Power of Attorney, Assignment of Personal Property, Advanced Health Care Directive, Medical Power of Attorney, HIPAA consent, Living Will, Certificate of Trust, Revocable and Irrevocable Trust, Dynasty Trust, Intentionally Defective Grantor’s Trust, Irrevocable Life Insurance Trust, Charitable Remainder Trust, Family Foundation, Equity Stripping, Friendly Liens, California Private Retirement Trust • Member of California State Bar • General...

Bachelor's of Science Degree in Business Administration UCLA Juris Doctorate UCLA Law LLM (in taxation) NYU Served 25 years as an Arbitrator for the American Arbitration Association Admitted to: California Supreme Court United States Tax Court United States District Court for the Southern District of California Broad experience in Probate & Estate Planning, We give client's a free 1/2 hour consultation. Very competitive fees. Probate fees are statutory. For a single person we prepare a Trust, Certificate of Trust, Will, Health Care Directive with Hippa Release, Assignment of Assets to the Trust and Quick Claim deed to put the house into the Trust...

I create peace in my clients' lives by creating and implementing legal plans that will protect their families, through living trusts, wills, powers of attorneys, and other documents.

Eric Smith received his bachelor’s degree from UCSD in 1995 and his law degree from Pepperdine University in 1997. Eric holds the Certified Financial Planner(TM) designation. He has been a securities dispute arbitrator for FINRA and taught retirement planning classes for Cal Lutheran’s MBA program. He is a member of the California Bar, the Ventura County Bar Association, and the Financial Planner’s Association of Ventura County. He is co-owner of Lifetime Planning, Inc., a financial planning firm in Camarillo. He resides in Ventura with his spouse, Jamie King, and their children, Kell and Leif.

We are dedicated to serving our clients to the best of our abilities, providing service that is second to none. We take the time to listen closely to the goals and concerns of each client. No two clients are the same. It is our goal to provide unique solutions for every client we serve, putting our knowledge and experience to work for their benefit. Our goal is to protect you, your children, your assets, and your business throughout the San Diego and Orange County area. Our primary office is located in Carlsbad, California. We proudly serve individuals, families and business owners...