760-456-5629

san diego will and trust

Protect Your Legacy and Secure Your Assets

Welcome to San Diego Estate Planning

Jacqueline Mittelstadt, Attorney-at-Law

Professional Law Services

We help advise and navigate the multitude of federal and state laws governing what happens to your wealth/investments in the event of retirement or death. We can help you design a rock solid legal plan and framework for the future.

Protect Your Loved Ones

Without a plan in place, if your assets with written title exceed a certain amount set by California State Law, your children or loved ones will likely need to go to Probate Court. This is a lengthy and expensive process. Please call us to assist you in implementing your plan.

It’s YOUR FUTURE!

We provide you and your loved ones peace of mind—the peace of  knowing you will all be taken care of in the way that you wish. If you have no estate plan—you have a plan, it’s just that it is governed by California State law. Yes, the government dictates how you, your assets and your loved ones will be treated. You want to direct your own legacy, not have the government do it. We will design a plan which distributes your assets according to your specific desires when you pass away. Your plan will also provide the ability for others to take care of you, your children, and your finances should you become incapable of managing your own affairs. We help you protect your legacy and your future with confidence.

Wills & Living Trusts

TRUST AMENDMENTS

POWERS OF ATTORNEY

ADVANCED HEALTH CARE DIRECTIVES

GUARDIAN NOMINATIONS

LIMITED LIABILITY ENTITIES

PLANNING FOR INCAPACITY

Wills & Living Trusts

Trust Amendments

Powers of Attorney

Advanced Health Care Directives

Guardian Nominations

Limited Liability Entities

Planning for Incapacity

REtirement Planning

What Is An Estate Plan?

An estate plan includes a number of documents which allow you to implement your desires during your lifetime or after you pass.  During your lifetime, if you became incapacitated—say in a car accident—and you and your loved one could not manage your affairs, your Power of Attorney allows whomever you appoint to manage your finances and pay your bills in your absence. An Advanced Health Care Directive appoints the person, or people you select, to make decisions regarding your care and treatment in accordance with your direction. Finally, a Will or a Trust with a Pour-Over Will are the typical documents which allow your designated Trustee to easily transfer your assets after you pass. If you have minor children, you can also designate the person or people you would want to take care of them if anything were ever to happen to you.

Why set up a trust?

Having a trust – or an estate plan – ensures that your assets can transfer seamlessly in accordance with your desires. It avoids probate which is public (so creditors and preditors could target your kids, family or friends who inherit from you

If I am not a senior, do I need a trust?

Absolutely. As noted above, if you have children you want a guardian in place should anything happen to you.  If none of your family lives nearby, they could end up with Child Protective Services until someone arrives. An investigation could occur into who is best suited to care for the children with the Court making the final decision.  Wouldn’t YOU rather make that decision for your children?

What is the cost?

The cost of an estate plan varies widely depending upon a variety of factors.  Structured Trusts for your kids? For your spouse? A life estate for the adult child that lives with you, then to everyone? These may increase the price. For those college kids who only need a power of attorney, or HIPPA, those documents can run $250. For adults, the cost is usually within the range of $2500 to $5500. For any of Liz’s clients, I provide a $500 discount.

Trust versus Joint Tenancy with Right of Survivorship?

Joint Tenancy is fine as a means to quickly transfer title to another person when you pass; however, joint tenants must be people. So, for example, in one instance two men owned a property together as joint tenants. One re-titled his interest in the name of his Trust.  This violated the rule that only people can hold title as joint tenants.  When the other co-owner passed, this owner could not find a lawyer, title company, or County Recorder representative to assist him in clearing title to sell the property.

Meet Jacqueline,

Your Trusted Legal Advisor

I am passionate about making estate planning understandable and easy. By working with me to insure that your legacy will be consistent with your desires, you gain peace of mind. Clients often tell me that they experience ‘relief’ when they have completed this ‘task’ of putting their affairs in order and have removed it from their ‘to do’ list. Planning for you and your loved ones’ future is important for everyone; yet, it is especially critical for parents. Parents want your minor children to be cared for by those you choose. As parents, you also want your minor and older children to receive what you intend for them at an age in their life when you are confident they will responsibly manage their inheritance.

I have practiced law for twenty-eight years in both the public and private sector. I was a government attorney with the City of San Diego for thirteen years. In that capacity, I advised on numerous high profile projects including development, construction and financing of Petco Park, the City’s New Main Library, the Central Animal Shelter, the Balboa Park Activity Center, and the Tijuana River Valley Project. My last government position was as City Attorney for the City of South Lake Tahoe.

Since leaving public service, I enjoyed working at a big San Diego law firm before opening my law practice. My firm has flourished for the past eleven years helping clients preserve their rights and implement their estate desires.

I obtained my Juris Doctorate from McGeorge School of Law, Order of the Coif. I obtained my bachelors degree in Political Science from UCLA.

Jacqueline Mittelstadt Estate Attorney

Find Your Balance. Set Your Goals. Protect Your & Your Family’s Future.

We will work with each of you to design your plan that is founded upon your values and tailored to protect your assets and your loved ones. We prepare wills, living trusts, trust amendments, powers of attorney, advance health care directives, HIPPA authorizations, guardian nominations, limited liability entities, and planning for incapacity. We also assist families who find themselves having to navigate trust administration or probate.

Goal Setting

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Relationship Coaching

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Stress Management

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Career Advice

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