$ 450-450 per hour
also known as MILDA GOERIZ
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.
4
Practice Areas
19 years
19 years
19 years
19 years
$ 450-450 per hour
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Chat withState: California
Acquired: 2007
No misconduct found
11622 El Camino Real, Suite 100, San Diego, CA, 92130
4455 Murphy Canyon Rd., Suite 206, San Diego, CA, 92123
22 Client Reviews
Showing 1 - 5 of 5 reviews | General Knowledge
Posted by Mary | February 06, 2018 | Hired Attorney | Estate Planning
Excellent estate planning
My husband and I hired Milda to draft our first estate planning documents and had a great experience. First, Milda is the perfect balance of friendly and professional. She clearly explained the process and the major substantive decisions we would need to make. We are relatively young, so we es...
Posted by Linda | November 07, 2017 | Hired Attorney | Tax
Awesome service
If you have tax law issues, Milda is the person to see. She provided immediate attention to my tax law needs and was very quick to resolve them. She was very thorough in reviewing my tax return and was able to get us a refund from the IRS instead of us paying them. She also provided great advice and ...
Posted by Amal | July 16, 2016 | Hired Attorney | Tax
Excellent Lawyer and consultant
I came into to the IRS,audit,tax situation as a complete rookie. I had someone file my tax for me who completely screwed me over; and of course I was audited for every mistake. I was extremely overwhelmed with the IRS letters after letters at that point I knew I needed a professional who can help me ...
Posted by Douglas | May 27, 2015 | Tax
Excellent Tax Review Consultation
Milda's subject matter expertise and professional but easy to understand approach is exactly what I needed, she was able to provided me with the breakdown structure information that I requested to understand. I had previously talked to several others but none could answer all of my questions. She an...
Posted by M | August 23, 2010 | Divorce & Separation
The best
Milda Goeriz is an example of what the perfect attorney is. Extremely knowledgeable, informative(she was exceptionally fast on keeping me up to date with any changes to my divorce case), courteous and quick with results I had no worries about my divorce proceedings knowing that she was my attorney. ...
"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"
Estate planning lawyer
Divorce and separation lawyer
Business lawyer
2017
Rising Star, SuperLawyers
2013
Wiley W. Manuel Award for Pro Bono Legal Services, State Bar of California
2015 - Present
Milda Goeriz, Attorney at Law
2008 - 2015
Principal Attorney, San Diego Tax Law Group
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
Successful. Audit closed without changes to the liability
Succesful. Audit completed without changes to the tax liability.
Succesful. IRS accepted our position and closed the audit without changes to the tax liability.
Succesful. IRS accepted our offer in compromise.
Succesful. All penalties dropped.
Succesful.
Succesful
Prepared Individual and Business State and Federal Tax returns.
Settled.
The use of the intellectual property was expanded worldwide and the licensor is receiving royalty payments on all of these transactions.
U.S. company was successfully established and secured outside investment for further development.
2015
LLM in Taxation
2006
LL.M - Master of Laws
2003
JD - Juris Doctor
2017
Life Insurance Trusts: why would you need one?
2016
Wills and Trusts
English
Legal Answers
Legal Guides
Am I obligated to provide my W2 to my spouse??
17 Jun 2016
My nanny refused to give me her ssn for tax purposes?
30 Apr 2013
Can i go to college if i am an illegal immigrant, and are there ANY scholarships out there for me?
07 Apr 2010