Caroline L. Morrison, Esq.
Mrs. Morrison dreamed of becoming a lawyer for as long as she can remember. Her parents knew from early on with her persistent questioning and analytical reasoning that she had a natural knack for the Law field. Sure enough, it was no surprise that she chose to be an attorney.
Mrs. Morrison obtained her Juris Doctor Degree from University of San Diego School of Law and her undergraduate degree in Political Science, with Honors, from the University of San Diego. Mrs. Morrison was admitted to practice in the State of California and the United States District Courts for the Southern District of California and the Central District of California.
Mrs. Morrison assists her clients with their Estate Planning and Probate needs. She has counseled clients and provided probate administration, probate litigation services, and managing probate matters as attorney for administrator or executor. The best way to avoid probate is by properly drafting a trust for her clients and emphasizing to her clients the importance of continuing to fund your trust. She has extensive experience in drafting comprehensive estate plans, utilizing complex trust planning provisions such as revocable living trusts, marital deduction trusts, bypass trusts, life insurance trusts, charitable remainder trusts, mixed pot family trusts, and special needs trusts. She is skilled in drafting durable financial and medical powers of attorneys, advance health care directives, and all types of wills.
Mrs. Morrison is knowledgeable across a broad spectrum of real estate and business matters and is adept at strategizing with clients to make the most out of difficult situations. She effectively utilizes mediation, settlement conferences, and private negotiation to reduce clients’ costs and creatively resolve disputes. She has over eight years of experience as an attorney and her clients’ success is her top priority. She is also committed to and serves on the Board of Directors for Free Flight, a non-profit corporation based in Del Mar, California. Recently, Mrs. Morrison was awarded Best of Bar 2016 by the San Diego Business Journal alongside her business partner Genna Palecek.
In February 2011 Mrs. Morrison and Ms. Palecek founded their practice, Palecek Morrison and Associates LLP. In five short years they have assisted over 550 clients. Mrs. Morrison focuses her practice in the areas of corporate and business law, construction and real estate law. She actively serves many of PMA LAW’s clients as outside general counsel. In doing so, Mrs. Morrison counsels business owners of their rights and liabilities in various commercial settings. She is uniquely situated to allow her experience in resolving disputes assist her clients on the planning side by giving her clients the advantage in drafting their contracts and structuring their transactions.
Mrs. Morrison advises clients regarding business formation and determining the appropriate business structure for them such as: sole proprietorship, general partnership, limited liability partnership, limited liability company, or corporation. She continues to advise clients post-formation on an expansive scope of transactions - including operations management, contract negotiation, corporate governance, mergers and acquisitions, commercial financing, private equity, and venture capital financing, as well as real property purchases and commercial leases. She assists business owners with employment law needs ensuring compliance with Federal and State employment laws. She represents general contractors, sub-contractors, design professionals, and developers in all aspects of construction law, including the negotiation and drafting of construction contracts, provides advice regarding mechanic’s liens, stop notices, and bonding issues as well as licensing and insurance claims and coverage issues.
Mrs. Morrison’s husband is a former Naval Officer and graduate of the United States Naval Academy which lends her to be a proud supporter of all military branches and aiding veterans whenever she can through her firm. Mrs. Morrison stays active by running around after her three year old and teaching him all about the animals on their monthly trips to the zoo. She also recently gave birth to her second son and is enjoying being a mother to a newborn again.
|Award name||Grantor||Date granted|
|Best Lawyers||San Diego Business Journal||2016|
|Partner||Palecek, Morrison & Associates LLP||2011 - Present|
|Associate||Vance & Blair LLP||2008 - 2011|
|Law Clerk||Vance & Blair LLP||2006 - 2008|
|Association name||Position name||Duration|
|Association of Professional Women||Member||2013 - Present|
|North County Estate Planning Council||Member||2012 - Present|
|North County Bar Association||Member||2012 - Present|
|Rotary International||Member||2011 - Present|
|Free Flight||Secretary, Member Board of Directors||2010 - Present|
|San Diego Coastal Chambers of Commerce||Member||2009 - Present|
|San Diego County Bar Association||Member||2008 - Present|
|American Bar Association||Member||2008 - Present|
|San Diego Business Journal||Best of the Bar||2016|
|University of San Diego School of Law||JD - Juris Doctor||2008|
|University of San Diego||BA - Bachelor of Arts||2003|
|SCORE Women In Business||Everything the Female Entreprenuer Needs to Know about Business Law||2012|
Posted by Sydney
Tue Jun 17 2014
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