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Legacy is where it begins. Insulate your treasure from taxes, probate and conflicts. I can help you.If your predecessor(s) did not avoid probate, we can help you navigate the complicated process.We can help you qualify for Medi-Cal and avoid the State from collecting against the estate.We provide time-tested strategies to ensure an efficient transfer of your estate.Trusts are powerful when properly drafted and uniquely tailored to your individual and family goals.Wills are a powerful tool and an integral part of every estate plan. Make sure yours is appropriate.
|Award name||Grantor||Date granted|
|Five Star Wealth Manager||San Diego Magazine||2011|
|San Diego's Top Attorneys||San Diego Metro||2011|
|Top Young Attorney||San Diego Daily Transcript||2007|
|Attorney & Counselor at Law||Legacy, APC||2006 - Present|
|Attorney||Armstrong, Fisch & Tutoli||2004 - 2006|
|Association name||Position name||Duration|
|The San Diego Foundation||Professional Advisor Council||2011 - Present|
|American Academy of Estate Planning Attorneys||Member||2009 - Present|
|California State Bar, Speaker's Bureau||Speaker||2009 - Present|
|State Bar of California, Trusts and Estates Section||Member||2006 - Present|
|State Bar of California||Member||2002 - Present|
|La Jolla High School Foundation||Board Member||2013 - 2015|
|Chula Vista Chamber of Commerce||Member||2011 - 2012|
|Alianza Network||Chairman of the Board||2010 - 2012|
|Southern Caregiver Resource Center||Trustee||2009 - 2012|
|San Diego La Raza Lawyers Association Scholarship Fund||Trustee||2009 - 2011|
|Reality Changers||Trustee||2009 - 2011|
|WealthCounsel||Member||2006 - 2009|
|San Diego La Raza Lawyers Association||Board of Directors||2004 - 2009|
|Inter American College Board of Trustees||Member||2003 - 2008|
|SDCBA-For the Record:Young/New Lawyers Division||From the Bar to the Mat and Back- One Yogi's Journey in the Law||2008|
|The Wall Street Journal||'Family Letters' Go Beyond Wills||2005|
|USC Law School||Law||JD - Juris Doctor||2002|
|University of California - Berkeley||Economics||BA - Bachelor of Arts||1998|
|Univ of California Berkeley||Rhetoric||BA - Bachelor of Arts||1998|
|USD Paralegal Program Continuing Legal Education||The Basics of Trust Administration||2012|
|San Diego County Bar Association, Young/New Lawyers Division||How To Build & Maintain a Successful Practice||2011|
|Public Seminar||Wills & Living Trusts||2011|
|Myths About Wills, Trusts & Probate||7 Costly Estate Planning Mistakes||2011|
|Legacy Wealth Planning Seminar||Debunking Estate Planning Myths||2011|
|Guest Lecturer-Thomas Jefferson School of Law||Estate Planning 101||2011|
|Fraternal Order of the Eagles||Estate Planning Myths||2011|
|Estate Planning Seminar||Wills & Trusts: Your Family, Your Legacy||2011|
|Critical Issues in Older Adult Mental Health||Fundamentals on Wills, Trusts & Powers of Attorney||2011|
|Coronado Alzheimer's Support Group||Legal Issues Caring For Someone With Alzheimer's||2011|
|Adult Protective Services Training Academy||Wills, Trusts, & Other Elder Law||2011|
|Young/New Lawyer Division of the San Diego Bar Association||Fundamentals of Property Distribution After Death in California||2010|
|Kimball Senior Center||Elder Financial Abuse: Identification & Prevention||2010|
|Guest Lecturer: Thomas Jefferson School of Law||Introductions to Trusts||2010|
|El Arte de Cuidar||Legal Issues for the Caregiver||2010|
|Creating a Lasting Legacy-The Best things in Life Aren't Things||Legacy Wealth Planning||2010|
|Casa De Salud Senior Club||Elder Abuse: Identification & Prevention||2010|
|Bank of America||Critical Estate Planning Mistakes||2010|
|A New Year, A New Economy||Intelligently Navigating the New World Economy||2010|
|NLBWA San Diego Luncheon||Master of Ceremonies||2009|
|Legacy Wealth Planning Seminar||Estate Planning Myths||2009|
|30th Annual Scholarships and Awards Gala||Master Of Ceremonies-Turning the Tide||2009|
Posted by anonymous
Pablo is absolutely focused on my family's needs. Every questions was answered honestly and with out doubt, he has my family at the center of our planning. Pablo has also been able to educate us along the way about our options and pitfalls that we should be aware of within the context of our wishes for the future generations.
Posted by Beatriz
I contacted Legacy APC to revise an existing trust previously done by another law firm. Mr. Palomino and his team provided me with concise guidance and direction in making the necessary changes thus saving my family and I time and money.
Mr. Palomino counseled me about each of the options available and in the process empowered me to decide on the strategies that best fit my present and ever evolving needs as they relate to my family and my real estate investment business.
I enthusiastically recommend Mr. Palomino and Legacy APC for lasting results!
Posted by Dave and Bobbie
From our first encounter with Pablo we knew he was a genuine person. He explained everything throughly and was very patient with us. We felt confident and assured with all transactions that took place while setting up our irrevocable trust, knowing that our assests would be protected if anything were to happen to us. We were so thrilled with with Pablo and Alma that we asked for their business cards to have to hand out to friends and family. We would highly recommend this law firm. Very very nice group of people to work with concerning our irrevocable trust.
Silvia Garcia, Employment and labor Attorney
Relationship: Fellow lawyer in community
I wholeheartedly endorse Mr. Palomino. He is a highly skilled and compassionate attorney. I was able to personally observe his work ethic when he assisted my monolingual (Spanish speaking) parents with their estate planning needs. He skillfully attended to their legal needs, explained things in an understandable fashion and made them feel comfortable with a potentially intimidating process.
Antonio Maldonado, Business Attorney
Relationship: Fellow lawyer in community
Pablo is a talented attorney that understands estate planning's ins and outs. His ability to help his clients address their specific needs is why I have many times referred to him my clients for their estate planning.
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