Mary Louise Waltari

Mary Louise Waltari

5.0
Rating: 7.9

Licensed for 34 years

Trusts Lawyer at San Diego, CA
Practice Areas: Trusts, Estate Planning, Guardianship, Wills & Living Wills

9903 Businesspark Ave Ste 105, San Diego, CA

About Mary

Practice Areas

4

Practice Areas

Trusts 40%

Family Trusts and Special Needs Trusts

40%
Guardianship 25%

Conservatorships

25%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in California for 34 years

State: California

Acquired: 1991

Inactive

No misconduct found

Location

Battaglia & Waltari

9903 Businesspark Ave Ste 105, San Diego, CA, 92131-1120

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Mary Louise Waltari's Reviews

Avvo Review Score

5.0 /5.0

1 Client Review

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Practice Areas
What Clients Mention

Showing 1 - 1 of 1 review | Estate Planning

Posted by anonymous | July 17, 2015

Mary Waltari is wonderful and trustworthy!

Mary is my lawyer for my will and has always been available to answer any questions and help me through the process. I appreciate all her hard work and being readily available when needed. I never realized how detailed a process creating a will can be and now that I've got a child it's a big concern ...for me that it gets done right. I'm very grateful to Mary for walking me through the process and explaining everything to me in detail. I'd recommend her and will continue to use her for all my will and any future estate planning.

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Mary Louise Waltari's Lawyer Endorsements

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Experience

Rating:  7.9 (Very Good)

Work Experience

2000 - 2002

Attorney, Kennerson, Schwartz, Semerdjian & Haile

1991 - 2000

Attorney, Post Kirby Noonan & Sweat, LLP

1974 - 1988

Manager, and Trader, various investment and investment banking firms

Associations

2013 - Present

San Diego Probate Attorneys

Member

2012 - Present

Special Needs Alliance

Member

1991 - Present

San Diego County Bar Association

Member

1991 - Present

State Bar of California

Member

2013 - 2015

Consumer Attorneys of San Diego

Member

2010 - 2011

San Diego Volunteer Lawyer Program

Volunteer Attorney

1999 - 2000

Hon. William B. Enright American Inn of Court

Member

1997 - 1999

San Diego Superior Court

Judge Pro Tem

1993 - 1995

Hon. William B. Enright American Inn of Court

Member

1991 - 1994

San Diego Volunteer Lawyer Program

Volunteer Attorney

1991 - 1998

Lawyers Club of San Diego

Member

1989 - 1991

University of San Diego Law Review

Member

Education

1991

University of San Diego School of Law

J.D. magna cum laude

N/A

San Diego State University

Bachelor of Science

Speaking Engagements

2016

Estate Planning Council of San Diego

Special Needs Trust Planning for Financial Professionals

2015

State Bar of California, Trusts and Estates Section

Traps for Unwary Special Needs Trust Drafter

2015

Special Needs Trust Foundation

Special Needs Trusts and Conservatorships

2015

North County Estate Planning Council - San Diego

Financial Planners & Special Needs Planning

2015

Casa de Campanas

Estate Planning

2014

Special Needs Trust Foundation

Special Needs Trusts

2014

San Diego County Bar Association, Family Law Section

Special Needs Planning

2014

Professional Fiduciary Association of California

Tips for Special Needs Trust Trustees

2013

TERI, Inc.

Special Needs Planning for Families

2013

TERI, Inc.

Limited Conservatorships

2013

Special Needs Trust Foundation

Special Needs Trusts and Limited Conservatorships

2013

San Diego County Bar Association, Family Law Section, North County

Special Needs Trusts and Intersection with Family Law

2013

Down Syndrome Assoc. of San Diego

Special Needs Trusts

2012

Down Syndrome Assoc. of San Diego

Planning for Your Child with Disabilities

Publications

2017

Continuing Education of the Bar Special Needs Trusts; Planning, Drafting and Administration

Languages

English

Avvo Rating

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  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution