Amy Fike Peters

Amy Fike Peters

also known as Estate Preservation Group

5.0
Rating: 6.9

Licensed for 39 years

Estate planning Lawyer at Carlsbad, CA
Practice Areas: Estate Planning, Elder Law, Real Estate, Business

2385 Camino Vida Roble, Suite 203, Carlsbad, CA

About Amy

Biography

Practice Areas

4

Practice Areas

Business 25%

As counsel in-house for three different Fortune 500 companies, I have experience in a multitude of business dealings, issues, processes, challenges, forecasting, trouble shooting, succession planning, asset protection, regulatory, administrative and human resource issues. I have served as Corporate Secretary and as lead in regulatory hearings, governmental approvals, drafting of policy for corporate compliance; interfaced with government and financial audits, and most areas of business law.

40 years

25%
Elder Law 25%

I am a member of the National Association of Elder Lawyers (NAELA) and the Dementia Consortium of San Diego and much of my personal life involves giving and working for philanthropies that support our elder community. I am also a referral attorney for the Alzheimers Association and am active in giving seminars for many Retirement Communities around SD County about elder abuse laws and planning for long term care, memory care or skilled nursing, including MediCal needs.

27 years

25%
Estate Planning 25%

An estate plan anticipates and arranges the management and disposal of one's estate during one's life and upon death. It involves tailored tax planning; an advanced health care directives; a springing durable power of attorney; proper characterization of title and ownership (separate or community) of real property; guardianships for minor children; elder law and financial planning for long term care - in short, peace of mind that one's estate bypasses probate and passes smoothly to loved ones.

27 years

25%
Real Estate 25%

Real Property in California can be held in many forms and it is important to know how to characterize ownership. I have been counsel to S.D.'s largest private landowner; I was counsel to a large financial partner in commercial developments; and for CA Savings and Loan reviewing mortgages, title issues; reverse mortgages; bankruptcies; divorces and other disputes. I have worked with environmentalists to state CEQA reports and federal Environmental Impact Reports. I know real property law.

40 years

25%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in California for 39 years

State: California

Acquired: 1986

Inactive

No misconduct found

Location

Estate Preservation Group

2385 Camino Vida Roble, Suite 203, Carlsbad, CA, 92011

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Amy Fike Peters's Reviews

Avvo Review Score

5.0 /5.0

4 Client Reviews

5 star (4)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Jennifer | January 22, 2020 | Hired Attorney

This review is from a person who hired this attorney.

Trust Amy with your trust needs!

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 ...and honest and on top of it all, someone you will like and feel comfortable with. I am so fortunate to have found her and would give 10 stars if I could!

Posted by Philip | July 21, 2017 | Hired Attorney

This review is from a person who hired this attorney.

Trust

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

This review is from a person who hired this attorney.

A True Estate and Trust Professional

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...et to know us and discuss our specific needs in detail. This was no "Boiler-plate" presentation. One size does NOT fit all. She was never rushed and allowed my wife and I to discuss specific provisions and needs with her guidance. We ended up with a package that precisely reflected our intent. Everything was included in a most reasonable flat rate that didn't change over the course of the process. Our highest expectations were far exceeded!

Posted by Luanne | August 19, 2016 | Hired Attorney

This review is from a person who hired this attorney.

Best Estate Attorney in town!

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.

See All Client Reviews

Amy Fike Peters's Lawyer Endorsements

Endorse Amy
Cheryl Lynn Barr headshot
Cheryl Barr

Estate planning lawyer | Dec 16

Relationship: Fellow lawyer in community

"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."

View All Endorsements

No Endorsement Data Available Yet
This attorney hasn't created any attorney endorsements recently on Avvo.

Experience

Rating:  6.9 (Good)

Work Experience

2015 - Present

Lawyer, Estate Preservation Group, a Law Practice

Associations

2016 - Present

National Association of Elder Law Attorneys

member

2015 - Present

San Diego Dementia Consortium

Member

2015 - Present

State Bar, Law Practice Management Section

Member

2015 - Present

Newcomers of Carlsbad

Member

2014 - Present

State Bar, Trusts and Estates Section

Member

2003 - Present

North County Bar Association

Member

2009 - 2014

San Dieguito Methodist Church

Member, Board of Trustees

2009 - 2015

National Charity League, San Dieguito Chapter

Member, 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 Division

Member

1989 - 1990

Californai State Bar, Board of Governors

Delegate

1989 - 1992

California Consumer Finance Lenders Association, Legal Committe

Member

1987 - 1992

Business Industry Association, Law Committee

Member

Sample of Legal Cases

NASD: Successful appeal of binding arbitration

successfully appealed. Reheard on merits and won

See More Legal Cases

Education

1986

Thomas Jefferson School of Law

JD - Juris Doctor

1979

California Polytechnic State University, San Luis Obispo

Bachelor of Arts,

Speaking Engagements

2016

Real Talk San Diego: ESPN 1700AM Radio Interview for profile of Carlsbad Law Practice

N/A

Trusts and Estates;

Scams and Frauds: Protect yourself

Publications

1991

The Problem with Reverse Mortgages Orange County Bar

Languages

English

Spanish

Activity

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution