Skip to main content

Milda Uogintaite Goeriz

Trusts Attorney at San Diego, CA

5.0   22 reviews

also known as MILDA GOERIZ

  • Licensed for 16 years
    State CA
    Acquired 2007
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Milda

Learn Milda’s areas of practice.

5
Practice areas
  1. Trusts
    80%
    Revocable and Irrevocable Trusts; Special Needs Trusts; Asset Protection Trusts; Family Trusts; Dynasty Trusts; Life Insurance Trusts; Standalone Retirement Account Trusts; and other trust structures.

  2. Estate planning
    5%
    We help clients to protect their loved ones with living trusts, irrevocable trusts, wills, international estate planning, and other estate planning strategies.

    17 years

  3. Power of attorney
    5%
    General durable powers of attorney; limited powers of attorney; military powers of attorney; advanced healthcare directives; HIPAA Authorizations.

  4. Tax
    5%
    We help clients with federal and state tax audits, back taxes, and collection issues.

    17 years

  5. Wills and living wills
    5%
    Wills for asset distribution upon passing; Wills with testamentary trusts; Wills with guardianship provisions for minor children; International Wills; and Living Wills.

Attorney Milda Goeriz practices exclusively estate planning and tax. She helps clients with wills and living trusts, complex trust planning, wealth protection strategies, special needs planning, business succession, and international estate planning. Milda Goeriz also assists clients with various federal and state tax problems: audits, back taxes, past due tax returns, and tax collections. 

 

Education

Milda is graduate of the Golden Gate University School of Law in San Francisco, CA. After narrowng her practice to estate planning and tax, Milda also earned a specialty tax law degree Masters of Laws in Taxation (L.L.M.) from the University of San Diego, one of the highest ranked tax law programs in the United States. In addition, she holds a qualifiying professional degree in International and European Union Law from Vilinius University School of Law  in Europe. 

Credentials

Milda was selected as one of the top tax and estate planning attorneys in San Diego and awarded the highly coveted Rising Star Award by the Super Lawyers Magazine. She is also a member of WealthCounsel, an exclusive network for attorneys specializing in the cutting edge estate planning strategies.

 

Location

San Diego Office
4455 Murphy Canyon Rd.
Suite 206
San Diego, CA, 92123
Carmel Valley/Del Mar Heights Office
11622 El Camino Real
Suite 100
San Diego, CA, 92130
Hide locations

Trusts lawyers nearby

Reviews

5.0 / 5.0
  22 customer reviews
5 Star
 
95%
4 Star
 
5%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by Linda Fuchs | June 24, 2019
This review is from a person who hired this attorney.
| Hired Attorney
EXCELLENT ATTORNEY
Excellent Attorney! My husband is also an attorney with a different specialty. Milda was exceptionally professional, quick to respond to our calls and emails. Milda's responses to the court's correspondence was stellar. Thank you!!
Posted by Luis | February 28, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Immigration services
Milda helped us with the application process for Naturalization and she was very helpful through every step of the process. She was very clear, managed our expectations really well and made this process as easy as can be. We are now working with Milda on Estate planning, we're that happy with her!
Posted by anonymous | February 19, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Great service!
Milda is wonderful to work with... very friendly and thorough! She explained everything really well and responded to my emails quickly.
Posted by Liz | February 1, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Milda is fantastic.
Milda took care of my dad's estate. She was knowledgeable and patient. My dad is generally critical and couldn't say enough good things about Milda.
Posted by Mary | February 6, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Excellent estate planning
My husband and I hired Milda to draft our first estate planning documents and had a great experience. First, Milda is the perfect balance of friendly and professional. She clearly explained the process and the major substantive decisions we would need to make. We are relatively young, so we especially appreciated that Milda explained how we would need to address changes in our lives in our estate documents (for example, if we were to acquire more significant assets or have more children). Second, Milda was very timely in both her communication and her work. We were able to complete the consultation, drafting, review and signing process within about a month, however that includes the time it took us to sit down and review the drafts Milda sent us and schedule around our holiday travels (i.e., we were the ones slowing the process down). Between our initial consultation and signing the documents, we primarily communicated with Milda via her secure online portal and she was always very quick to respond and address our questions or comments. Overall, we enjoyed working with Milda, were happy with her work, and look forward to continue working with her as our estate planning needs develop.
Read less
Posted by anonymous | November 15, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
The most efficient, integral, and knowledgeable Tax and Business Lawyer in the area
Milda is one of a kind, she has been very helpful giving peace of mind with my tax issues. She will advocate to her best extend for her client while being efficient at the same time. She understands many elements around taxation and business law that are very relevant, and are most of the times overseen by many other attorneys. If you are having any Tax or Business related claims or issues, please have Milda as as your go-to attorney in town!
Read less
Posted by Linda | November 6, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Awesome service
If you have tax law issues, Milda is the person to see. She provided immediate attention to my tax law needs and was very quick to resolve them. She was very thorough in reviewing my tax return and was able to get us a refund from the IRS instead of us paying them. She also provided great advice and communicated/provided updates along the way. I would definitely use her again.
Read less
Posted by Stephanie | September 18, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Adoption Attorney
Milda was absolutely amazing! Adoption is such an emotional roller coaster with many highs and lows, not to mention extremely expensive. Milda was there for our family ever step of the way. The one time I needed her by phone - she answered, the many times I contacted her by email - she replied immediately. She told me on day one that she loved to bring families together and she meant it! She was knowledgeable, professional and extremely competent.
Read less
Posted by Aubrey | September 10, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Highly recommended
I hired Milda to assist with setting up a will and trust. She was available in a timely manner. First meeting was very professional and offered many considerations for planning. Prices very reasonable for services provided. Turn around time was about 2 weeks. Quick feedback in response to questions. Would hire her again for future services.
Read less
Posted by Kerry | September 8, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Great Attorney and responds quickly.
She is a very pleasant person to work with. She was very responsive and diligent while working on my case. I would highly recommend her.
Posted by Amanda | September 8, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Very knowledgeable and genuine
Milda was kind and quickly took my appointment request with my husband to discuss Will and Living Trust services. She was detailed with educating us on our needs in order to protect ourselves and our assets. She got all our paperwork to us timely and gave detailed instructions on what to do. I highly recommend her services.
Posted by Yahia Aboushadi | September 8, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Milda is AMAZING!
Milda is truly amazing. Its so hard to find someone who is genuine, well informed and ready to answer all sorts of questions. She went above and beyond my expectations, especially with my personal experience with other lawyers. I felt she cared and was able to accommodate my constant questions even when she was traveling overseas. I really can write a review that exceeds the 4,000 character count limitation on this form, but I'll keep it short and sweet. I would definitely recommend her, and already have to my own family members.
Read less
Posted by Parinaz | September 7, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Family Trust
Milda is very knowledgeable and professional in her field. She was very patient and kind explaining everything to us step by step, making sure we understood everything before taking action! She gave us tips and advise that we would have never thought of ourselves, making the process very smooth and comprehensive. We would definitely recommend her to our family and friends!
Read less
Posted by Amal | July 16, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Lawyer and consultant
I came into to the IRS,audit,tax situation as a complete rookie. I had someone file my tax for me who completely screwed me over; and of course I was audited for every mistake. I was extremely overwhelmed with the IRS letters after letters at that point I knew I needed a professional who can help me resolve this issue. I made an appointment with Milda Goeriz after a brief phone conversation. She was very professional met me at the lobby within seconds of arriving. I brought with me all the letters I had received from IRS. Within five minutes into our meeting I knew she would be the right person for me. She is extremely knowledgeable; but also has that extra quality to make you feel at ease that someone cares about case and time. The communication and response between us was always instant and so was me reaching a settlement. I would most definitely recommend Milda Goeriz and her office to anyone needing a quality attorney in similar matters.
Read less
Posted by Adesola | July 15, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Competent and Friendly
Milda was very pleasant the first time I met her. She helped with a complicated divorce and immigration case and was able to shuffle both in a manner that many would not. I feel very safe in the fact that she will be handling my affairs on my behalf. I recommend Milda for your family law and immigration law needs.
Posted by Nataly | July 15, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Excellent law services experiece
I’m so glad I had Milda Goeriz as my attorney! Always very friendly, very helpful and always got me answers in a timely manner. I got what I needed and especially like the fast settlement! I am very pleased with the services I received and l am looking forward to work with Milda in future. I’d definitely recommend her office and law service to anyone.
Read less
Posted by Douglas | May 27, 2015
Excellent Tax Review Consultation
Milda's subject matter expertise and professional but easy to understand approach is exactly what I needed, she was able to provided me with the breakdown structure information that I requested to understand. I had previously talked to several others but none could answer all of my questions. She answered all of my questions and patiently explained the reasons to my inquires. She is very detailed oriented and precise, I would recommend her to anyone interested in obtaining tax services. Thank you Milda!!
Read less
Posted by Rita | May 20, 2015
Great attorney
Attorney Milda Goeriz assisted me in a business law matter. She was very professional and knowledgeable, but most importantly honest. She treated me with courtesy and care, and addressed my concerns diligently and without delays. There were no unexpected services or additional fees. I am very thankful and recommend this lawyer without hesitation.
Read less
Posted by anonymous | May 21, 2013
Excellent Handling of Complicated Divorce Case
Attorney Ms. Milda Goeriz has handled my divorce case this fall and I was very pleased with her legal services. She is very professional and experienced in her field of practice. Her legal knowledge and timely advice were invaluable to the desired outcome of my complicated case. She responded to emails and calls without a delay and was flexible in scheduling appointments. I felt that my case was treated as a priotity at all times. I should definitely recommend her to future clients.
Read less
Posted by M | August 23, 2010
The best
Milda Goeriz is an example of what the perfect attorney is. Extremely knowledgeable, informative(she was exceptionally fast on keeping me up to date with any changes to my divorce case), courteous and quick with results I had no worries about my divorce proceedings knowing that she was my attorney. Her performance with my case was stellar and I can honestly say that I don’t know what I would have done without her. I highly recommend her to anyone who is in need of an attorney.
Read less
View less reviews

Cost

Rates
  • Hourly Rates $ 400-400 per hour
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 8.6 (Excellent)

Work Experience

  • Milda Goeriz
  • Attorney at Law
  • 2020 - Present
  • Principal Attorney
  • San Diego Tax Law Group
  • 2008 - 2020

Education

  • University of San Diego School of Law
  • LLM in Taxation
  • 2015
  • Golden Gate University School of Law
  • LL.M - Master of Laws
  • 2006
  • Vilnius University School of Law
  • JD - Juris Doctor
  • 2003

Sample of Legal Cases

  • IRS audit
  • Successful. Audit closed without changes to the liability
  • FTB Audit
  • Succesful. Audit completed without changes to the tax liability.
  • IRS audit
  • Succesful. IRS accepted our position and closed the audit without changes to the tax liability.
View all legal cases

Associations

  • Lawyers Club of San Diego
  • Member
  • 2014 - Present
  • San Diego County Bar Association
  • Member
  • 2013 - Present
  • The Honorable Fiorenzo V. Lopardo American Inn of Court
  • Member
  • 2012 - Present
  • American Bar Association
  • Member
  • 2006 - Present
  • San Diego Volunteer Lawyer Program
  • Volunteer Attorney
  • 2013 - 2016
View all associations

Languages Spoken

  • English
  • Lithuanian

Honors and Awards

  • Rising Star
  • SuperLawyers
  • 2017
  • Wiley W. Manuel Award for Pro Bono Legal Services
  • State Bar of California
  • 2013

Speaking Engagements

  • Financial Planning Event
  • Life Insurance Trusts: why would you need one?
  • 2017
  • Estate Planning Essentials
  • Wills and Trusts
  • 2016

Attorney endorsements

Received (4)
Given (3)
Endorse Milda
Tax Attorney | Feb 19
Relationship: Fellow lawyer in community
"I have known Milda professionally for approximately 5 years. During that time she has been a tremendous resource to me in both tax and estate planning matters. Milda's experience and knowledge of the law makes her a valuable asset to other attorneys and clients alike. Accordingly, and without hesitation, I highly recommend Milda's services as a tax and estate planning attorney."
Appeals Attorney | Oct 29
Relationship: Worked together on matter
"I endorse this lawyer wholeheartedly. Milda successfully handled all aspects of an appeal for me and did a beautiful job. I have consulted with her frequently for legal research. She has a sharp, inquisitive mind and I will continue referring matters to her in her areas of practice ."
Alimony Attorney | Sep 21
Relationship: Fellow lawyer in community
"Your resume speaks for itself and I consider you a valuable member of the attorney community. I would recommend you to anyone and everyone who needs your services. I whole heartedly endorse this lawyer!"
Family Attorney | May 08
Relationship: Fellow lawyer in community
"Milda Goeriz is a very professional family law attorney. A lawyer you can trust and rely on. If you hired her as your attorney, you are in good hands"
Estate planning
Divorce and separation