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also known as Rodney Hatley, Rod Hatley
"A seven-year probate?! Are you freaking kidding me?”
That’s how I made the transition from being a Navy JAG, representing the accused at courts-martial (as in the movie "A Few Good Men"), to focusing on estate planning.
My father had been ill with leukemia before he passed. He had a complicated estate and was unable to do anything other than a simple will. Unfortunately, wills go through probate. As a result, my sister and I endured a multi-year court procedure. I resolved to do something positive with that experience and became an estate planning attorney.
After I came off active duty, I pursued a tax law degree from the University of San Diego School of Law. After graduating, I transitioned into private practice.
At Hatley Law Group, A P.C., we view estate planning through the lens of asset protection. We partner with our clients to protect everyone they love and everything they own. In addition to foundational estate planning, the planning we do for our clients may include advanced strategies to eliminate, or greatly mitigate, estate, generation-skipping transfer (GST), and gift taxes as well as domestic or offshore asset protection trusts, depending on their needs and goals.
Our clients include:
✔ Licensed professionals (accountants, attorneys, dentists, doctors);
✔ Professional athletes;
✔ Highly compensated business executives;
✔ Business owners;
✔ Real estate investors; and
✔ Serial entrepreneurs.
Here are some other benefits that clients realize by working with us:
✔ They maintain privacy over their affairs;
✔ They ensure that the lifestyle they've earned is maintained;
✔ They have certainty that they will keep the government out of their lives (no conservatorship if they become incapacitated and no probate when they pass);
✔ Their loved ones and assets are protected from "creditors and predators" (i.e., lawsuits and divorcing spouses); and
✔ Much more.
If you want to protect everyone you love and everything you own, then let’s talk. We can explore whether our services will be right for what you want to accomplish. If it is not a good fit, then we will part as friends. However, if it is a good fit, then we can do wonders together to protect your loved ones and hard-earned assets.
To learn more and see if we’re a good fit to work together, please either call or email me to schedule a free 15-minute phone or Zoom breakthrough call.
1
Practice Area
39 years | 1,000 cases
We have not found any cost information for this lawyer
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Chat withState: California
Acquired: 1992
No misconduct found
State: Tennessee
Acquired: 1987
No misconduct found
12636 High Bluff Dr., Ste. 400, San Diego, CA, 92130
1 Client Review
Showing 1 - 1 of 1 review
Posted by Rosemarie | October 22, 2015 | Hired Attorney | Estate Planning
Estate Planning
Rodney James Hatley prepared two trusts for me and my husband. I was very impressed with the meticulous way he prepared the documents. He left nothing to the imagination. Everything was spelled out for you. He guided us through the funding of the trusts and we were given 6 months to review the d...
"I highly endorse Rod, having known him for many years through our membership in WealthCounsel and Provisors, as a consummate professional, expert in estate planning and asset protection, and veritable gentleman in all dealings."
"Rodney is a successful estate planning and taxation attorney who guides his clients through protecting their assets. Rodney is extremely experienced and is a trustworthy, efficient, and hard-working attorney who works to bring his clients the results they desire."
"The answers of Mr. Hatley are consistently accurate, analytic and customized to the needs of the Avvo askers. These are exactly the qualities that every client would look for when hiring an attorney."
"I have worked together with Rod on several estate planning and business planning cases. Rod is always very professional and responsive, and is dedicated to providing quality client services and representation. Rod is a very experienced and skilled estate planning attorney."
"I endorse this lawyer's work. I have known Rodney Hatley for several years through our participation in the Laureate in Wealth Strategies program offered by the Southern California Institute. Rodney is a well versed in the more complex areas of Estate Planning and is able to convey these concepts in readily understandable terms. Rodney cares very much for his clients and is devoted to making sure that their goals are achieved. Rodney is committed to best of class service for his clients."
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2025
San Diego Super Lawyers, Thomson Reuters
2024
San Diego Super Lawyers, Thomson Reuters
2023
San Diego Super Lawyers, Thomson Reuters
2022
San Diego Super Lawyers, Thomson Reuters
2021
San Diego Super Lawyers, Thomson Reuters
2015
Finalist, Advisor of the Year 2015, BNY Mellon Wealth Management
2012
Paul Harris Fellow, Rotary International
2009
Superb Lawyer Rating, Avvo.com
2003
Graduate, Masters Program in Advanced Estate Planning, Esperti Peterson Institute
1995
Navy and Marine Corps Commendation Medal, Department of the Navy
1991
Navy and Marine Corps Commendation Medal, Department of the Navy
1990
National Defense Service Medal, Department of the Navy
1996 - Present
Attorney & Counselor at Law, Hatley Law Group, A P.C.
1991 - 1995
Staff Judge Advocate & Special Assistant U.S. Attorney, U.S. Navy JAG Corps (Naval Weapons Center/Naval Air Weapons Station China Lake)
1990 - 1991
Officer In Charge, U.S. Navy JAG Corps (NLSO Detachment, NAS Moffett Field)
1989 - 1990
Criminal Defense Counsel/Legal Assistance Attorney, U.S. Navy JAG Corps (NLSO, Naval Station Treasure Island)
2015 - Present
ProVisors, San Diego Real Estate Affinity GroupMember
2014 - Present
ProVisors, Distributors & Manufacturers San Diego Affinity GroupExecutive Committee Member
2014 - Present
ProVisors, Estate & Succession Planning Affinity GroupMember
2011 - Present
North County Estate Planning CouncilMember
2010 - Present
ProVisors, University Town Center II ChapterMember, Executive Committee
2010 - Present
ProVisors, San Diego Lawyers & Legal Professionals Affinity GroupMember
2009 - Present
United States Department of Veterans AffairsAccredited Attorney
1997 - Present
San Diego County Bar AssociationMember, Estate Planning, Trust and Probate Law Section
1997 - Present
San Diego County Bar AssociationMember, Taxation Law Section
1992 - Present
State Bar of CaliorniaMember
1987 - Present
Tennessee Bar AssociationMember
2007 - 2008
Estate Planning Council of San DiegoMember
2004 - 2009
San Diego County Bar AssociationMCLE Co-Chair, Financial Professional Liaison Section
Found Not Guilty of Violation of the UCMJ, Article 134, but found Guilty of Violation of the UCMJ, Article 128. LT R.J. Hatley, JAGC, USNR, appealed the conviction to the Convening Authority and, on 23 May 1990, secured a dismissal of the charges.
Found Not Guilty of the charge and specification thereunder.
Found Not Guilty of the charge and specifications thereunder.
1996
LL.M.
1986
JD - Juris Doctor
1983
B.A.
2012
The Future of the Estate Tax/Asset Protection Using Family Bank Trusts
2011
Risk Management for the Practicing Physician
2010
Military Spouses Residency Relief Act
2009
Special Needs Trusts
2007
Charitable Remainder Trusts
2009
2003
1990
1985
English
Legal Answers
What actions can I take?
09 Sep 2024
Do I need a power of attorney to become the successor trustee from the original trustee in a living trust ?
04 Dec 2023
Can I legally in CA opt out of a living will?
14 Jul 2022