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Sara Tasch
About Sara
Biography
First and foremost, I am Mason's mommy, and fur-mom to two adorable rescue pit bull terriers, Piglet (14) and Tyson (12). I'm a die-hard USC Trojan (Fight on!), a perpetual wonderluster, and in my spare time you can find me on a snowboard, yoga mat, or simply just exploring the great outdoors with my fam.
On a professional note, my legal practice focusses exclusively on Estate Planning - drafting wills & trusts, trust administration, wealth preservation planning, and elder law. I manage my own law practice, Tasch Law Firm, which is based out of Coastal Carlsbad, with offices in Sorrento Valley & Mission Valley, and satellite offices in Pacific Beach and Orange County.
I believe that every single person needs some level of Estate Planning, and it is my goal to make it easily accessable (from both a cost & convinience standpoint), and easily understandable. I know I've done my job when a client exclaims, "Wow. That was easy!" at the end of our meeting- it makes my day!
Practice Areas
6
Practice Areas
Estate Planning
50%
13 years | 100 cases
Trusts
20%
13 years | 100 cases
Guardianship
10%
13 years | 50 cases
Wills and Living Wills
10%
13 years | 100 cases
Fees and Rates
Cost
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in California for 11 years
State: California
Acquired: 2014
No misconduct found
Location
Tasch Law Firm - HQ
5205 Avenida Encinas, Suite A, Carlsbad, CA, 92008
Tasch Law Firm - Sorrento Valley
4010 Sorrento Valley Blvd, Suite 400, San Diego, CA, 92121
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Sara Tasch's Reviews
Avvo Review Score
40 Client Reviews
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Showing 16 - 20 of 26 reviews | Practice Area Knowledge
Posted by Sally | December 30, 2016 | Hired Attorney | Estate Planning
Sara Robertson rocks!
Sara helped us complete our wills and set up a family trust. It was something we kept putting off and felt unsure about how to start. Sara and her team walked us through it step by step. She listened carefully to understand what was important to us. She spent a lot of time with us and treated us li...
Posted by Donna | December 26, 2016 | Hired Attorney | Trusts
Living Trust
Sara was very welcoming, she explained everything and made recommendations related to my current life style and also let me know what could affect my Trust if if I made changes. She was very informative and I have already recommended her to friends.
Posted by anonymous | December 20, 2016 | Hired Attorney | Trusts
Trust Sara
Sara helped us create our first family trust and could not have been more helpful. She walked us through a pretty complex subject in a very detailed and thought-out manner. I would definitely recommend.
Posted by Jamie | December 12, 2016 | Hired Attorney | Estate Planning
Highly Recommend For Estate Planning
Sara and her team made us feel extremely confident in what otherwise can be a daunting process. They walked us through the process, made us feel comfortable and we left knowing we had made a great investment of time and money for our family. With a blended family, we had some unique questions and S...
Posted by Brendan | November 30, 2016 | Hired Attorney | Trusts
Sara Robertson - Family Trust
Ms. Robertson greeted me and my wife in a friendly and professional manner. She took the time to answer our questions completely. She made the Family Trust job almost a pleasure to work on.
Sara Tasch's Lawyer Endorsements
"I endorse this lawyer. She and I work together routinely to design and draft estate plans for clients, and I learn quite a bit from working with her. I would recommend her to anyone I know."
"Sara supervised me during my internship with her firm while I was in law school. Throughout that time, she was always kind, approachable, and eager to help me learn and grow. Now that I'm an attorney myself, I consider Sara my professional mentor as well as a great friend. The guidance she provides me on a regular basis is invaluable, and I often refer my clients to her when the need arises. Sara is a great attorney and an all-around good person. I, without hesitation, endorse this attorney."
"I endorse this lawyer. I've worked with Sara directly for nearly two years. She's caring, compassionate, hard working and very smart. I highly recommend her for estate planning to clients and colleagues."
"I've enjoying knowing and working with Sara over the years and would definitely recommend her for all your estate planning needs!"
Tara Shaw
Estate planning lawyer
Experience
Honors
N/A
Witkin Award for Academic Excellence - Law & Society, Witkin Legal Institute
N/A
Award for Academic Excellence - Entertainment Transactions, Witkin Legal Institute
N/A
Jefferson Medal in Legal Synthesis, Thomas Jefferson School of Law
Work Experience
2017 - Present
Founder/Managing Attorney, Tasch Law Firm
2014 - 2017
Associate Attorney, Geiger Law Office, P.C.
Associations
2016 - Present
Casa de AmparoPublic Relations Committee
2015 - Present
San Diego North County Bar AssociationEditor
2014 - Present
WealthCounselMember
2014 - Present
ElderCounselMember
2014 - Present
North County Estate Planning CouncilMember
2013 - Present
State Bar of CaliforniaMember
2011 - Present
American Civil Liberties UnionMember & Volunteer
2011 - Present
San Diego County Bar AssociationMember
Sample of Legal Cases
Estate of Reginald F. Millard
Successful
In the Matter of Pezzoni Family Trust dated June 6, 2001
Pending
Estate of Rosalina Bromley
Pending
In the matter of Anthony Frank Miller
Successful
Education
N/A
Thomas Jefferson School of Law
JD - Juris Doctor
Speaking Engagements
2017
College Planning Seminar
Estate Planning for Your College-Aged Child
2016
Secrets of Great Estate Planning
10 Tips to Protect Your Family
2015
The SHEs of San Elijo Hills Lunch-and-Learn
Family Protection Planning
Publications
2017
The Estate and Wealth Advisor
Metabolic Syndrome Linked to Alzheimer’s Disease
2017
The Small Business Law Blog
Expressing Your Wishes & Mitigating Tensions Through Letters of Intention
2017
The Small Business Law Blog
Does Your Estate Plan Account for Your Incapacity?
2017
The Small Business Law Blog
Planning For Your "Digital Estate"
2017
Inspiration Planning
Estate Planning for Your College-Bound Child
2017
The San Diego Estate Planning Advisor
The Scary Reality of Legal Zoom Trusts
2017
The San Diego Estate Planning Advisor
The "Repeal" of the "Death Tax"
2016
The Estate and Wealth Advisor
Physician Assisted Death is Now Legal in California
2013
Thomas Jefferson Law Review
Fixing the 'Motherhood Penalty' in America
Languages
English
Activity
Legal Answers