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also known as Estate Preservation Group
I have close and long-term relationships with my clients because I am collaborative and they know I care. I offer practical advice based on a sound history of corporate practice, asset protection and estate planning. I am well versed in real property law, corporate and business law, policies and procedures, tax planning and generally acceptable accounting practices for business. I have litigated cases for a national health care Fortune 500 company and managed administrative hearings before the California Public Utilities Commission for Sempra Energy Utilities.
I am a long term resident of the San Diego area and am a committed civic minded citizen. I have worked for years in a volunteer capacity in a variety of philanthropies and non-profit organizations, including work as a Board member in several organizations, as well as hours of volunteer time raising money for charities (both local and global).
My greatest desire is to help clients prepare for their estate for the seamless transition of their assets to their loved ones upon the inevitable eventuality of our mortality. In addition, I help families during of the client after this passage and administer the trusts as the client intended. There are many aspect to estate planning, including asset protection, tax planning, real propety transfer, business succession. Come in and let's get started....
4
Practice Areas
40 years
27 years
27 years
40 years
Free Consultation
$0 first 30 minutes
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Chat withState: California
Acquired: 1986
No misconduct found
2385 Camino Vida Roble, Suite 203, Carlsbad, CA, 92011
Showing 1 - 4 of 4 client reviews from Avvo
Posted by Jennifer | January 22, 2020 | Hired Attorney
I was very fortunate to find Amy Fike Peters and use her services in creating a new trust, post-divorce. Amy is phenomenal. She kept the process moving along smoothly and counseled me in exactly what I needed to do. She took her time to gain a full understanding of my family's needs. Amy is fair ...
Posted by Philip | July 21, 2017 | Hired Attorney
Amy was fantastic to work with. She was very open and easy to talk to. My experience with her was amazing. I would recommend her to anybody needing her legal services.
Posted by Kenneth K. | October 28, 2016 | Hired Attorney
Amy Peters just finished setting up an entire family trust package for us. It included a trust, Spill-over wills, specific designations, powers of attorney and medical directives. All were meticulously and accurately prepared. What makes Amy Peters exceptional is that she took the time to really g...
Posted by Luanne | August 19, 2016 | Hired Attorney
Amy Peters was personable, professional and very thorough. She explained everything in a way that made it easy to understand. We now have everything very well organized in a trust binder and most importantly, we have peace of mind.
"I have known Amy Peters for over 15 years. She is an outstanding attorney who goes above and beyond when it comes to her clients. She takes the time to thoroughly understand their needs and provides a very thoughtful, specifically tailored estate planning solution that gives them and their families comfort in knowing their hard earned assets and property are being protected."
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2015 - Present
Lawyer, Estate Preservation Group, a Law Practice
2016 - Present
National Association of Elder Law Attorneysmember
2015 - Present
San Diego Dementia ConsortiumMember
2015 - Present
State Bar, Law Practice Management SectionMember
2015 - Present
Newcomers of CarlsbadMember
2014 - Present
State Bar, Trusts and Estates SectionMember
2003 - Present
North County Bar AssociationMember
2009 - 2014
San Dieguito Methodist ChurchMember, Board of Trustees
2009 - 2015
National Charity League, San Dieguito ChapterMember, Board of Directors
2005 - 2011
The Gold (Gifts of Loving Donors) Diggers, nonprofit Volunteer Org.,Member, Board of Directors
1990 - 1995
Orange County Bar Association, Real Property DivisionMember
1989 - 1990
Californai State Bar, Board of GovernorsDelegate
1989 - 1992
California Consumer Finance Lenders Association, Legal CommitteMember
1987 - 1992
Business Industry Association, Law CommitteeMember
successfully appealed. Reheard on merits and won
1986
JD - Juris Doctor
1979
Bachelor of Arts,
2016
N/A
Scams and Frauds: Protect yourself
1991
English
Spanish
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