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Specialties
Personalized Estate Planning service — The focus is on your life, your aspirations and your goals! I personally spend the time with you, so your estate plan reflects you! Our first visit is an informal sharing of information. There is no cost, obligation or pressure to proceed.
Special Needs Planning — As a parent of two special needs adults, my passion is families with special needs. If you have a special needs family member receiving government benefits, it is very important you plan ahead.
History
Established in 2010.
Ten years ago my special needs son turned 18 and I was told; «You need to set up and estate plan with a special needs trust». So we found an attorney who prepared our plans. Even though I was an experienced attorney, I had no practical understanding of the legalese in our own estate plan & special needs trust. I made a commitment that day to become an estate planning attorney that provide clients an estate plan specifically designed for their unique family situation but also simple and understandable.
In 2010 I launched my law practice in Murrieta. The practice is focused solely on estate planning & administration and special needs trusts.
My wife and I are founders of Exceptional Sports, a non-profit organization dedicated to providing recreational sports opportunities to those with special needs.
My passion is providing special needs advice & counsel to special needs families and estate planning for all families.
Meet the Business Owner
Jeff N.
Business Owner
Ten years ago my special needs son turned 18 and I was told; «You need to set up and estate plan with a special needs trust». So we found an attorney who prepared our plans. Even though I was an experienced attorney, I had no practical understanding of the legalese in our own estate plan & special needs trust. I made a commitment that day to become an estate planning attorney that provide clients an estate plan specifically designed for their unique family situation but also simple and understandable.
In 2010 I launched my law practice in Murrieta. The practice is focused solely on estate planning & administration and special needs trusts.
My wife and I are founders of Exceptional Sports, a non-profit organization dedicated to providing recreational sports opportunities to those with special needs.
My passion is providing special needs advice & counsel to special needs families and estate planning for all families.