$ 295-310 per hour
Experienced Corporate, Business, Real Estate, Land Use, Environmental, Estate Planning, and Planned Giving Counsel, representing nonprofits, foundations, and high net worth families and individuals, with focus on family business, trusts & estate planning, business succession, and overall wealth management.
Accomplished Virtual Corporate Counsel, with focus on advice to CEO's and directors, entity formation, employee issues, real estate, and wealth management. Superior knowledge in all areas of estate and financial planning, fiduciary administration, investment management, income and estate taxes, and regulatory requirements and compliance. Extensive background in the legal review and analysis of trust documents, risk management, trust litigation, and real estate asset management. Worked with a fortune 500 company, several top-tier financial institutions, and a national law firm. Licensed CA attorney with highest national attorney rating (AV-Preeminent 5.0 Rating - see ) and CA real estate broker since 1980.
Professional Fiduciary: Act as Trustee, Conservator and Guardian for seniors, disabled persons, children, and trust beneficiaries. Also act as agent under durable powers of attorney. Manage matters for clients, such as daily care, housing, medical needs, and financial management services, ranging from basic bill paying to estate and investment management.
5
Practice Areas
41 years
41 years
38 years
38 years
$ 295-310 per hour
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Chat withState: California
Acquired: 1985
No misconduct found
7560 University Avenue, Suite B, La Mesa, CA, 91942
8 Client Reviews
Showing 1 - 2 of 2 reviews | General Knowledge
Posted by anonymous | June 15, 2018 | Hired Attorney | Estate Planning
Exceptional Estate Planning
Our estate planning was flawless. Before consulting with Randy, I didn't know much about the differences between a trust and a will. His expertise was apparent with each and every step in our estate planning. His knowledge on the subject matter is superb and his responsiveness and approach to due ...
Posted by Eric | June 15, 2018 | Hired Attorney | Wills & Living Wills
Estate Planning
I hired Randy Klotz to help draw up my living will. As most of my estate is going to charities, he advised me how to designate which charities got how much and even made recommendations on who could handle setting up the scholarship fund I wished to have. As I didn't really know how to start, he was...
"I endorse this lawyer. He has many years of practice and has gained vast knowledge with real estate law. He is a great attorney to work with."
"I endorse this lawyer. Excellent attorney. Years of experience, top of his graduating class from prestigious law school, previously worked for top San Diego law firms providing sound legal advise and guidance to clients and fellows. A ‘go-to’ for real estate and estates and trusts matters."
Family lawyer
2018
Peer Review Rated, Martindale-Hubbell
2016
Top Lawyer, San Diego Magazine
2015
Top Lawyer, San Diego Magazine
2014
Top Lawyer, San Diego Magazine
2013
Top Lawyer, San Diego Magazine
2010 - Present
Partner/ Attorney, Stutzman & Klotz
2008 - 2010
Corporate Counsel, Capital Growth Planning, Inc.
2006 - 2008
Senior Trust Relationship Manager, Wells Fargo Private Bank
1987 - Present
San Diego County Bar AssociationMember
1985 - Present
State Bar of CaliforniaMember
Helped distribute $15 MILLION IN REAL ESTATE ASSETS to client
1985
JD - Juris Doctor
1976
BA - Bachelor of Arts
English
Legal Answers
Legal Guides
What are my rights as a secondary beneficiary of a trust and the second in line as executive trustee
12 Jan 2014
Trust Transfer Deed with an A/B Trust.
18 Feb 2013
What is a disclaimer trust?
05 Sep 2012