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Caroline L. Morrison

Probate Attorney at San Diego, CA

5.0   1 review
  • Licensed for 14 years
    State CA
    Acquired 2008
    Status
    Active No misconduct found

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

About Caroline

Learn Caroline’s areas of practice.

2
Practice areas
  1. Probate
    80%
    Our experienced law firm provides a wide variety of probate services, including probate administration and probate litigation services, including: • Drafting of Wills & Managing Probate Matters • Probate Litigation • Breach of fiduciary duty claims • Breach of buy/sell agreements

    15 years

  2. Estate planning
    20%
    We understand that you work hard to accumulate your assets and we understand the importance of protecting those assets to ensure they are properly passed on to the next generation. We take the time to learn about you, your family, your assets, and your vision for the future. When we create an estate plan, you can rest easy knowing that it will be dedicated to seeing your vision come to fruition. Through the use broad and

    15 years

 Caroline L. Morrison, Esq.

Mrs. Morrison dreamed of becoming a lawyer for as long as she can remember. Her parents knew from early on with her persistent questioning and analytical reasoning that she had a natural knack for the Law field. Sure enough, it was no surprise that she chose to be an attorney. 

Mrs. Morrison obtained her Juris Doctor Degree from University of San Diego School of Law and her undergraduate degree in Political Science, with Honors, from the University of San Diego. Mrs. Morrison was admitted to practice in the State of California and the United States District Courts for the Southern District of California and the Central District of California. 

Mrs. Morrison assists her clients with their Estate Planning and Probate needs. She has counseled clients and provided probate administration, probate litigation services, and managing probate matters as attorney for administrator or executor. The best way to avoid probate is by properly drafting a trust for her clients and emphasizing to her clients the importance of continuing to fund your trust. She has extensive experience in drafting comprehensive estate plans, utilizing complex trust planning provisions such as revocable living trusts, marital deduction trusts, bypass trusts, life insurance trusts, charitable remainder trusts, mixed pot family trusts, and special needs trusts. She is skilled in drafting durable financial and medical powers of attorneys, advance health care directives, and all types of wills. 

Mrs. Morrison is knowledgeable across a broad spectrum of real estate and business matters and is adept at strategizing with clients to make the most out of difficult situations. She has over 15 years of experience as an attorney and her clients’ success is her top priority. She is also committed to and serves on the Board of Directors for Free Flight, a non-profit corporation based in Del Mar, California. Recently, Mrs. Morrison was awarded Best of Bar 2016 by the San Diego Business Journal alongside her business partner Genna Palecek.

Mrs. Morrison’s husband is a former Naval Officer and graduate of the United States Naval Academy which lends her to be a proud supporter of all military branches and aiding veterans whenever she can through her firm. Mrs. Morrison stays active by running around after her three boys - who all enjoy baseball and the beach.

 

Photos and videos

Caroline L. Morrison
At Your Service

Contact Caroline

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Caroline Morrison
12555 High Bluff Drive
Suite 320
San Diego, CA, 92130

Reviews

5.0 / 5.0
  1 customer review
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Posted by Sydney | June 17, 2014
PMA Law Buisness Review
Palecek, Morrison, and Associates helped me build my business. They were skilled, professional, and incredibly knowledgeable on everything corporate. They understand business needs and are able to give quick advice and make you feel empowered in your decision making. I would absolutely send anyone over to PMA LAW for business law over anyone else.
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Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 7.6 (Very Good)

Work Experience

  • Partner
  • Palecek, Morrison & Associates LLP
  • 2011 - Present
  • Associate
  • Vance & Blair LLP
  • 2008 - 2011
  • Law Clerk
  • Vance & Blair LLP
  • 2006 - 2008

Education

  • University of San Diego School of Law
  • JD - Juris Doctor
  • 2008
  • University of San Diego
  • BA - Bachelor of Arts
  • 2003

Associations

  • Association of Professional Women
  • Member
  • 2013 - Present
  • North County Estate Planning Council
  • Member
  • 2012 - Present
  • North County Bar Association
  • Member
  • 2012 - Present
  • Rotary International
  • Member
  • 2011 - Present
  • Free Flight
  • Secretary, Member Board of Directors
  • 2010 - Present
  • San Diego Coastal Chambers of Commerce
  • Member
  • 2009 - Present
  • San Diego County Bar Association
  • Member
  • 2008 - Present
  • American Bar Association
  • Member
  • 2008 - Present
View all associations

Languages Spoken

  • English

Honors and Awards

  • Best Lawyers
  • San Diego Business Journal
  • 2016

Publications

Speaking Engagements

  • SCORE Women In Business
  • Everything the Female Entreprenuer Needs to Know about Business Law
  • 2012

Attorney endorsements

Received (1)
Given (0)
Endorse Caroline
Probate Attorney | Feb 27
Relationship: Fellow lawyer in community
"I have worked with Ms. Morrison on several probate matters within San Diego and Orange Counties. She is very professional and attentive. Additionally, she is highly efficient, going above and beyond to avoid unnecessary delays in administration, and is a strong advocate for her clients."
This attorney hasn't created any attorney endorsements recently on Avvo.
San Diego Probate Lawyer Caroline L. Morrison
Caroline L. Morrison
Probate Attorney
San Diego, CA
Licensed for 14 years
Free Consultation