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Carl Jones' practice focuses on contested trust, estate, and probate litigation matters, representing beneficiaries, trustees, administrators, executors, heirs, creditors, and conservators/guardians. With a decade of experience in trusts and estates, Carl works closely with clients to efficiently obtain advantageous outcomes with empathy while helping to protect the intentions of the decedent.
During law school, Carl assisted leading state attorneys and other fiduciaries to draft the Montana Uniform Trust code that was adopted by the legislature in 2013. While earning his Master of Laws at the University of San Diego School of Law, he was awarded the Graduate Law Merit Scholarship and the Richard A. Shaw Scholarship for Outstanding Academic Record & Legal Experience.
4
Practice Areas
11 years
11 years
Free Consultation
$0 first 30 minutes
Always
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Chat withState: California
Acquired: 2014
No misconduct found
State: Montana
Acquired: 2013
No misconduct found
1450 Frazee Rd, Suite 610, San Diego, CA, 92108
5 Client Reviews
Showing 1 - 1 of 1 review | Probate
Posted by Bernard | February 08, 2017 | Hired Attorney | Probate
Estate services
several years ago I received advice to start a trust for my wife's grandmother and part of that advice was that I didn't need a lawyer to execute it or implement it upon grandma'so passing. last year grandma passed away and my wife and I found ourselves lost and overwhelmed with all the paperwork and...
"I went to law school with Carl and know him extremely well. Carl consistently performed at the top of the class and excelled in school. Not only is Carl a brilliant legal mind, he is also personable and patient. Carl is one of the premiere young attorneys in the San Diego area."
"I endorse this lawyer. Carl is very personable, knowledgeable, ethical and easy to work with. It would be difficult to find a better tax and estate planning lawyer."
Estate planning lawyer
Business lawyer
2014
2014 Intern of the Year, University of San Diego
2023 - Present
Attorney, RMO LLP
2021 - 2023
Attorney, Buchalter
2015 - 2021
Attorney, Preovolos, Lewin & Hezlep, ALC
2014 - 2015
Attorney, Rosner, Barry & Babbitt
2014 - 2015
Attorney, Keegan Baker, LLP
2015 - Present
Tom Homann Law AssociationMember
2013 - Present
American Bar AssociationMember
2013 - Present
San Diego Bar AssociationMember
2014
LL.M - Master of Laws
2013
JD - Juris Doctor
2001
BS - Bachelor of Science
2015
California Estate Planning
English
Legal Answers
Do I have to sign "consent to Tax Increase" form even if I already paid my past due tax bill?
05 Nov 2015
Can irs collect back taxes owed after 10 years
26 Aug 2015
My sister passed away and she had bank account on her name and mom can her husband take all the money if sister died
21 Jul 2015