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The Early Years I was born in Portage, Indiana then raised in San Luis Obispo, California. Although these places are separated by thousands of miles, they have one thing in common, they are both small towns. Growing up in a small town tau...
Practice areas: Trusts, Child Abuse, Wills & Living Wills, Estate Planning, Power Of Attorney
As an attorney in San Diego, I provide extensive estate and tax planning services to individuals. My primary focus is protecting families from the devastating legal effects of disability and death, as well as ensuring the smooth transition of asse...
Practice areas: Trusts, Estate Planning, Probate
I am a UCLA graduate with a BA in Econcomics. I received my law degree from Southwestern University in Los Angeles in 1976, and I was admitted to the California State Bar in December 1976. I opened my practice in El Cajon in July 1977. My co...
Practice areas: Trusts, Bankruptcy & Debt, Business, Probate, Adoption
Experienced Corporate, Business, Real Estate, Land Use, Environmental, Estate Planning, and Planned Giving Counsel, representing nonprofits, foundations, and high net worth families and individuals, with focus on family business, trusts & estate p...
Practice areas: Trusts, Business, Estate Planning, Real Estate, Corporate & Incorporation
Review: “Mr. Jacobson wrote up & revised my living trust and my father's living trust, very happy with his knowledge and professionalism and he always answering all my questions and concerns, he was also prompt in returni...
Practice areas: Trusts
Review: “I just recommended this gentleman to one of my clients, this very afternoon. My in-laws have retained Mr. McGill for quite a few years....he originally set up the trust. My father-in-law passed away 3-4 years ago and my ...
Practice areas: Trusts
Review: “Teresa helped settle my husband's estate and was so helpful. Importantly, at such a difficult time, she was caring and patient. This is an attorney with whom you will enjoy working!”
Practice areas: Trusts, Probate, Estate Planning, Power Of Attorney, Wills & Living Wills
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A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.