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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.
2
Practice Areas
18 years
18 years
Free Consultation
$0 first 30 minutes
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Chat withState: California
Acquired: 2008
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12555 High Bluff Drive, Suite 320, San Diego, CA, 92130
1 Client Review
Showing 1 - 1 of 1 review
Posted by Sydney | June 17, 2014 | Business
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 ov...
"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."
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2016
Best Lawyers, San Diego Business Journal
2011 - Present
Partner, Palecek, Morrison & Associates LLP
2008 - 2011
Associate, Vance & Blair LLP
2006 - 2008
Law Clerk, Vance & Blair LLP
2013 - Present
Association of Professional WomenMember
2012 - Present
North County Estate Planning CouncilMember
2012 - Present
North County Bar AssociationMember
2011 - Present
Rotary InternationalMember
2010 - Present
Free FlightSecretary, Member Board of Directors
2009 - Present
San Diego Coastal Chambers of CommerceMember
2008 - Present
San Diego County Bar AssociationMember
2008 - Present
American Bar AssociationMember
2008
JD - Juris Doctor
2003
BA - Bachelor of Arts
2012
Everything the Female Entreprenuer Needs to Know about Business Law
2016
English
Legal Answers
Legal Guides
Estate Planning - Where to Begin
27 Feb 2017
Is Your Trust Plan Fool Proof?
27 Feb 2017
Estate Planning - Avoiding Probate
27 Feb 2017