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Howard Bennett Hellen

4.0
Rating: 6.7

Licensed for 36 years

Trusts Lawyer at San Diego, CA
Practice Areas: Trusts, Insurance, Estate Planning

16870 West Bernardo Drive Suite 400, San Diego, CA

About Howard

Biography

Practice Areas

3

Practice Areas

Trusts 50%

Custom drafting of Living Trusts, with broad flexibility, from simple to complex, including tax-planning trusts, special needs trusts, and the like. A complete estate package includes powers of attorney for health care and finances, living wills (physician directives) and deeding of real properties into the Trust.

50%
Insurance 30%

Limited to speciality in disability and health insurance. Assist and represent clients in preparing claims and in contesting wrongfully-denied claims, both under ERISA (governing group employee claims for for-profit employees) and "private claims" where you purchased the policy yourself, or where the group claim is related to a government employer or non-profit employer.

30%
Estate Planning 20%

Includes advice and consultation concerning which type of estate would be best for each individual client, as well as ongoing maintenance of trusts and estates.

36 years | 2,000 cases

20%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Washington for 34 years

State: Washington

Acquired: 1991

Administrative Suspension

No misconduct found

Licensed in California for 36 years

State: California

Acquired: 1989

Inactive

No misconduct found

Location

Howard Bennett Hellen

16870 West Bernardo Drive Suite 400, San Diego, CA, 92127-1678

Law Offices of Howard Bennett Hellen

Melrose Law Center, 380 S. Melrose Drive, Ste. 333, Vista, CA, 92081-6641

Law Offices of Howard Bennett Hellen

380 S Melrose Dr Ste 333, Vista, CA, 92081-6641

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Howard Bennett Hellen's Reviews

Avvo Review Score

4.0 /5.0

4 Client Reviews

Filter Avvo Reviews (4) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 3 of 3 reviews | Case Results

Posted by Simone | November 12, 2010 | Social Security Disability

ERISA claim

I was lucky to have found Howard to take my case. Due to his expert knowledge of ERISA law, tireless work ethic and determination, my denied disability benefits were reinstated on appeal. He has been representing me on an annual basis for the past decade, and I could not be more satisfied with his ...service. Since day one, Howard has been truly interested in my case and genuinely concerned with my best interest. He is professional, yet compassionate. I will forever be grateful for everything he has done for me. Lawyers such as Howard are few and far between. Howard is a brilliant attorney, a man of integrity, and I would not hesitate to recommend his services.

Posted by Paul | October 24, 2010 | Trusts

Living Trust Administration

Howard created a revocable living trust for my family in 2004 and for my uncle's family in 2008 (I was the 1st successor trustee). In 2009, my uncle was incapacitated and passed several months later. Howard did a great job assisting and advising me with the administration of the trust. He prep...ared a certification of trust that I used several times with various financial institutions, pension providers, etc., to quickly gain access to and control of trust assets. He created a schedule of important action items and dates to help me navigate the critical 3 to 4 months after my uncle’s passing. For example: lodging the original pour-over Will, creating an EIN (Tax ID) for the trust and contacting the CPA. We communicated on a regular basis and agreed on which tasks each of us would perform. He was always available and helpful when I had questions. Howard prepared all the transfer documents in connection with the distribution of the trust and communicated with the trust beneficiaries. The whole process moved along smoothly and efficiently. With Howard’s help, I was able to distribute and sunset the trust within one year of my uncle’s passing.

Posted by Patricia | October 19, 2010 | Employee Benefits

Howard Bennett Hellen

Howard worked under a critical deadline to win substantial disability payments from my employer. Howard knew the law and discussed the entire process with me before proceeding. I was kept informed throughout and he met every professional expectation. I was pleased with his work and would recommend hi...m without hesitation.

See All Client Reviews

Howard Bennett Hellen's Lawyer Endorsements

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Experience

Rating:  6.7 (Good)

Work Experience

1996 - 2010

Member, United States District Courts, California; United States Ninth Circuit Court of Appeals

Associations

San Diego North County Bar Association

Member

San Diego County Bar Association

Member

Washington State Bar Association

Member

American Bar Association

Member

State Bar of California

Member

Association of Trial Lawyers of America

Member

Sample of Legal Cases

Lang v. LTD Plan of Applied Remote Technology

Won

See More Legal Cases

Education

1989

Southwestern Law School

JD - Juris Doctor

Speaking Engagements

2005

See above

Legal Rights for Disability Claimants with MS

Languages

English

Avvo Rating

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Avvo Rating Levels
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