$ 450-450 per hour
Milda Uogintaite Goeriz
also known as MILDA GOERIZ
About Milda
Biography
Milda Goeriz, an estate planning attorney in Carmel Valley, San Diego, provides will and trust services to San Diego families. Her goal is to make the estate plannig process straightforward and affordable for everyone, from young adults, new families, to seniors.
An experienced trust attorney, Milda helps clients create comprehensive estate plans, including wills and trusts to protect assets, children, and financial security. Milda also assists with special needs planning, business succession, and international estate matters.
Milda has been recognized as one of San Diego’s top estate planning attorneys by the Super Lawyers Magazine. She is also a member of WealthCounsel, a national network of attorneys who focus on modern estate planning solutions.
Practice Areas
4
Practice Areas
Trusts
50%
19 years
Estate Planning
30%
19 years
Wills and Living Wills
15%
19 years
Power of Attorney
5%
19 years
Fees and Rates
Cost
Hourly Rates
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in California for 18 years
State: California
Acquired: 2007
No misconduct found
Location
Carmel Valley/Del Mar Heights Office
11622 El Camino Real, Suite 100, San Diego, CA, 92130
San Diego Office
4455 Murphy Canyon Rd., Suite 206, San Diego, CA, 92123
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Milda Uogintaite Goeriz's Reviews
Showing 1 - 5 of 22 client reviews from Avvo
Posted by Linda Fuchs | June 24, 2019 | Hired Attorney
This review is from a person who hired this 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 | Hired Attorney
This review is from a person who hired this 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 | Hired Attorney
This review is from a person who hired this 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 | Hired Attorney
This review is from a person who hired this 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 | September 17, 2018 | Hired Attorney
This review is from a person who hired this attorney.
Very competent and easy to work with.
Referred via Hyatt Legal Plan. I was very pleased. Ms. Goeriz was quite adept at helping me put my living trust into effect. Would definitely recommend her if you need a trust.
Milda Uogintaite Goeriz's Lawyer Endorsements
"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."
"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 ."
"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!"
"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"
Shawn Spaulding
Estate planning lawyer
Kathy Minella
Divorce and separation lawyer
Michael McColloch
Business lawyer
Experience
Honors
2017
Rising Star, SuperLawyers
2013
Wiley W. Manuel Award for Pro Bono Legal Services, State Bar of California
Work Experience
2015 - Present
Milda Goeriz, Attorney at Law
2008 - 2015
Principal Attorney, San Diego Tax Law Group
Associations
2014 - Present
Lawyers Club of San DiegoMember
2013 - Present
San Diego County Bar AssociationMember
2012 - Present
The Honorable Fiorenzo V. Lopardo American Inn of CourtMember
2006 - Present
American Bar AssociationMember
2013 - 2016
San Diego Volunteer Lawyer ProgramVolunteer Attorney
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.
IRS collections
Succesful. IRS accepted our offer in compromise.
IRS Penalty Abatement
Succesful. All penalties dropped.
IRS Payment Plan
Succesful.
Partnership, Corporation and LLC Formation
Succesful
Tax Return Preparation
Prepared Individual and Business State and Federal Tax returns.
Tax Resolution
Settled.
I.P. Licensing Agreement
The use of the intellectual property was expanded worldwide and the licensor is receiving royalty payments on all of these transactions.
U.S. Subsidiary Formation
U.S. company was successfully established and secured outside investment for further development.
Education
2015
University of San Diego School of Law
LLM in Taxation
2006
Golden Gate University School of Law
LL.M - Master of Laws
2003
Vilnius University School of Law
JD - Juris Doctor
Speaking Engagements
2017
Financial Planning Event
Life Insurance Trusts: why would you need one?
2016
Estate Planning Essentials
Wills and Trusts
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
Am I obligated to provide my W2 to my spouse??
17 Jun 2016
Q&A
My nanny refused to give me her ssn for tax purposes?
30 Apr 2013
Q&A
Can i go to college if i am an illegal immigrant, and are there ANY scholarships out there for me?
07 Apr 2010