Jed Daniel Hazeltine

Jed Daniel Hazeltine

3.4
Rating: 6.7

Licensed for 26 years

Estate planning Lawyer at San Luis Obispo, CA
Practice Areas: Estate Planning, Litigation, Tax, Probate

778 Osos Street, Suite C, San Luis Obispo, CA

About Jed

Practice Areas

4

Practice Areas

Estate Planning 45%

Estate Planning: I help clients prepare their estate plan, which generally includes the careful and thoughtful preparation of a living trust, powers of attorney, pour-over will and other legal documents, as well as transferring property to the trust. Trust and Probate Administration: I provide consultation and guidance for family trustees in matters such as accounting, taxation and fiduciary duties. I also assist clients with probate administration, where the decedent did not have a trust.

15 years

45%
Litigation 25%

I represent trustee's (fiduciaries) and beneficiaries in trust and probate litigation. This is a highly technical area of the law, and my education, training and experience give me a leg-up on most of my competition.

15 years

25%
Tax 20%

I assist my estate planing clients with income, gift and estate tax issues. Nearly every estate plan touches on at least one of these three tax types. I also represent clients before the IRS, State Franchise Tax Board and Tax Assessment Appeals Board. I use my background in civil litigation to assist my clients with marshaling the facts and the law for an effective defense.

15 years

20%
Probate 10%

In the rare case where a decedent did not have a trust, I assist my clients with probate administration, which can be highly technical. Probate is necessary where the decedent left an estate (usually in excess of $100,000) and his or her assets do not pass by operation of law (for example, by trust, joint tenancy, or contract such as life insurance or an IRA), but rather the probate court must determine property rights.

15 years

10%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in California for 26 years

State: California

Acquired: 1999

Active

No misconduct found

Licensed in Nevada for 20 years

State: Nevada

Acquired: 2005

Inactive

No misconduct found

Licensed in Texas for 25 years

State: Texas

Acquired: 2000

Inactive

No misconduct found

Location

Law Offices of Jed Daniel Hazeltine

778 Osos Street, Suite C, San Luis Obispo, CA, 93401

Law Offices of Jed Daniel Hazeltine

778 Osos St Ste C, San Luis Obispo, CA, 93401

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Jed Daniel Hazeltine's Reviews

Avvo Review Score

3.4 /5.0

5 Client Reviews

Filter Avvo Reviews (5) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 5 reviews

Posted by Shane | April 04, 2022 | Hired Attorney | Estate Planning

Excellent Legal Support

Central Coast Estate Planning and the legal help of Jed Hazeltine were outstanding in helping me and my siblings work through the complexities of a family estate issue in the area. I live remote to the area and contacted Jed after an internet search. He was able to quickly assess the situation and p...rovide a recommended legal courses of action. Throughout the process, I was supported with savvy legal advice and strategic recommendations. He or one of his team were always quick to respond, easy to follow and the quality of the legal submissions were spot on. I was very professionally represented in court by Jed, and especially important, the end results were very positive.

Posted by Jill | February 29, 2020 | Hired Attorney | Estate Planning

Great Experience

Experience, judgement and great communication skills are just a few of the qualities that I expected in a lawyer when I was presented with some difficulty of receiving my inheritance after my parents passed. I found those qualities with Lawyer, Jed D Hazeltine of Central Coast Estate Planning an...d Fiduciary Services in San Luis Obispo,CA Jed Hazeltine promptly took care of business even with me living out of state. He represented my interests as a beneficiary of my Parent's estate. With the information I provided, Jed guided me thru on what my rights were, as well as a timeline to effectively receive my inheritance without having to go into Probate. Thank you, Jed

Posted by anonymous | October 17, 2017

Lousy consultation

I called to for a consultation. Receptionist advised I could have a consultation the follwing day and I should send a summarizing email to Jed. I sent it to him with the expectation he would have it read 24 hours later. Email had not been read the following day... basically unprepared and said he'...d need time to think about it. Waste of my time.

Posted by Michele | November 23, 2016 | Hired Attorney | Family

Highly Recommend

I found Mr. Hazeltine to be incredibly helpful when I hired him to help me through a very sticky and contentious family dispute. His recommendations were far more advanced in quality and preparedness than what I had heard from other lawyers. In the end, I was amazed at the result we received, and, af...terwards, Mr. Hazeltine helped me with my own estate planning. He is definitely a busy professional, but he always got back to me within the same day. I fully intend to use his services in the future. I highly recommend Mr. Hazeltine.

Posted by Ray | June 10, 2015 | Probate

lousy service

My comments are based on personal experience in retaining Mr. Hazeltine as a lawyer-representative to contest the Will of a relative who died in Spring 2015. As we don’t live in CA, we hoped that Mr. Hazeltine would take care of the basic legal requirements surrounding the contest of this Will. While... initially expressing considerable interest in our case, as soon as Mr. Hazeltine received and cashed the $5,000 retainer, he began to come up with reasons as to why he could not represent our interests. He apparently neglected to read any of the extensive e-mail correspondence we provided him, and thus with every phone-call, we had to start again from scratch (at $275 per hour!) to remind him of the basic facts surrounding this case. We grew frustrated at his lack of preparation and initiative, encouraging him to pursue a more effective strategy. He perceived our constructive comments as personal criticism, and after charging us over $1500, he decided to terminate his services. Bottom-line: unless you like frustration and incompetence, don’t hire this lawyer.

See All Client Reviews

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Experience

Rating:  6.7 (Good)

Honors

1994

Executive Fellowship, C.S.U. Sacramento

1992

Academic Honor Society, Pi Gamma Mu

Work Experience

2010 - Present

Principal Attorney, Central Coast Estate Planning & Fiduciary Services

Associations

2006 - Present

American Bar Association, Real Property, Trust and Estate Law Section, Individual and Fiduciary Income Tax Committee

2006 - Present

American Bar Association, Real Property, Trust and Estate Law Section, Estate and Gift Tax Tax Committee

2006 - Present

American Bar Association, Real Property, Trust and Estate Law Section, Tax Litigation and Controversy Committee

Education

2006

Golden Gate University

LL.M - Master of Laws

1999

Santa Clara University School of Law

JD - Juris Doctor

1993

Pepperdine University

BA - Bachelor of Arts

Publications

2007

Lexis Nexis Federal Tax Library Self-Settled Nevada Spendthrift Trusts

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.
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