San Diego's Premier Elder Law Firm

Caring For Your Family's Legal Needs

We specialize in assisting our elder, disabled and special needs communities, their families and caregivers.

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Help You?

How May We Help You?

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collage of elders and business professionals

Our Mission

Assisting Our Communities for Over 30 Years.

We are San Diego’s premier Elder Law Firm assisting our elder, disabled and special needs communities, their families and caregivers, with their legal needs. Our practice focuses on Medi-Cal and life care planning, public benefits planning, special needs planning, preservation of family assets, incapacity planning, trusts, powers of attorney, and probate. We pride ourselves in providing exemplary client service.

Our Practice

We're Here to Help

Medi-Cal Benefits

Qualifying for Medi-Cal nursing home coverage, while preserving assets, minimizing “share of cost,” and avoiding State recovery actions.

Conservatorships

Our staff has extensive experience in conservatorships and alternatives that may avoid the need for a conservatorship

Probate

Prompt distribution to beneficiaries. We have over 40 years of experience in Probate and Probate Avoidance proceedings. Get it done simply, quickly, and skillfully.

Trusts & Estate Plans

Integrated Estate Plans with Trusts, Special Needs Trusts, Wills and Powers of Attorney. Our estate plans are tailored to your specific family needs and will maximize access to benefit programs and needed care for you and your family.

Special Needs

We are recognized experts in Special Needs Planning. Our familiarity with public benefit programs helps us draft your Special Needs Trust to supplement, not replace your loved one’s benefits. We have the knowledge and experience to draft your trust with the flexibility to provide for your family members over a lifetime in a world of uncertain changes.

Trust Administration

There are many traps and risks for Trustees. It is important to “know what you don’t know,” so you do not end up personally liable. We strive to keep our Trustee clients safe and the administration moving along. We help our beneficiary clients get their proper share promptly.

portrait-smiling-attractive-senior-couple-bearded-man-gray-haired-woman-using-digital-tablet-spending-time-together-browsing-internet-social-networks

Our Practice

We're Here to Help

Medi-Cal Benefits

Qualifying for Medi-Cal nursing home coverage, while preserving assets, minimizing “share of cost,” and avoiding State recovery actions.

Conservatorships

Our staff has extensive experience in conservatorships and alternatives that may avoid the need for a conservatorship

Probate

Prompt distribution to beneficiaries. We have over 40 years of experience in Probate and Probate Avoidance proceedings. Get it done simply, quickly, and skillfully.

Trusts & Estate Plans

Integrated Estate Plans with Trusts, Special Needs Trusts, Wills and Powers of Attorney. Our estate plans are tailored to your specific family needs and will maximize access to benefit programs and needed care for you and your family.

Special Needs

We are recognized experts in Special Needs Planning. Our familiarity with public benefit programs helps us draft your Special Needs Trust to supplement, not replace your loved one’s benefits. We have the knowledge and experience to draft your trust with the flexibility to provide for your family members over a lifetime in a world of uncertain changes.

Trust Administration

There are many traps and risks for Trustees. It is important to “know what you don’t know,” so you do not end up personally liable. We strive to keep our Trustee clients safe and the administration moving along. We help our beneficiary clients get their proper share promptly.

portrait-smiling-attractive-senior-couple-bearded-man-gray-haired-woman-using-digital-tablet-spending-time-together-browsing-internet-social-networks

Reviews

We Appreciate Our Clients

I had Carly draft a new trust for me. She was very professional and kind. It was a great experience. Would recommend this company highly. Thank you. Everyone I came in contact with was very nice.

We Appreciate Your Expertise!

Everyone of your staff has been exemplary! Special recognition goes to Liz Lockwood, Kathi Elasaad, and Philip Lindsley. Thanks to Adam as well for helping to conclude our estate issues.

Exemplary Service!

Responses to questions have always been very quick & helpful. We appreciate all the work that the staff has done to help my brother. made our application for Medi-Cal seem easy! Thanks to all.

Wonderful Team!

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