Estate Planning 

Trust Administration

Formation of Business Entities
Business Succession Planning 
Real Estate and Business Transactions

We are a boutique firm specializing in estate planning, trust and probate law and the related areas of business and real estate law. We work as a team with you, your financial and tax advisors, and, when appropriate, your family members, to provide an optimal, personalized estate and/or business succession plan. Our goal is to help you transfer your wealth to the ones you love, minimize transfer taxes (estate, gift, generation skipping, income, and property taxes), avoid family disputes, and facilitate the prompt settlement of your estate.

We seek to establish and foster a continuing one-on-one relationship so that you turn to us whenever there is a legal or business issue within your family. We are uniquely positioned and qualified to provide personalized, expert advisement in planning the succession of your business and the transfer of your estate to ensure that your legacy endures for years to come.

We would be delighted to schedule a complimentary initial consultation to explore how we can help you Plan for Peace of Mind.


4909 Murphy Canyon Rd
Suite 340
San Diego CA 92123
click for directions

Currently accepting most major credits cards.


We pledge to provide you with expert legal counsel and advisement, straight-forward explanations, and efficient solutions designed for your
particular estate and business planning needs.

We will collaborate with your team of advisors and act as a resource for you and your family.

We will work diligently to deliver the peace of mind of knowing that your affairs are in excellent order!

Meet our Team of "Peace of Mind" experts.



Disclaimer: The information contained on this website is not intended as a source of legal advice. You should not act upon or rely on information at this or any other website without first engaging us. Further, please note that making a phone call or sending an e-mail does not create an attorney-client relationship; this requires a written agreement. Do not e-mail any confidential information to us until an agreement is signed. This website is intended for educational and informational purposes only.

Copyright 2010. All rights reserved. Webdesign.