858.792.5988

Serving San Diego for over 35 Years

Clients, Colleagues, and Friends,

I retired on Dec. 31, 2019, and officially closed my office, after 42 years of practicing law. I thank you all for your confidence in me and your friendship over the years. My colleague David Dufek who has shared the suite with me for the past two years is taking over my practice and will have all client files. Not only will David be taking over the practice, he remains in the suite and is taking over my fax and phone lines. You are free to leave your files with David or pick them up. David's practice like mine includes will, trusts, and probate, as well as personal injury work. He also does landlord - tenant work and debtor - creditor matters including bankruptcy.

I wish you all the best.

Alex

If You’re New to San Diego, You Likely Need to Update Your Estate Plan

If you’re one of the many people who have migrated to beautiful San Diego in recent years, you may need to have your estate plan reviewed and, perhaps, updated.  This is especially important if you moved here from another state.   Estate planning documents sometimes don’t travel well from state to state and you may have difficulty having your documents honored when you need them.  Sure, you can sue to have your out-of-state legally valid documents honored, but that’s expensive, time consuming, and stressful.  Who wants to do that?

In addition, if you’ve moved, you likely have other changes in your financial and personal life as well; and, perhaps, your goals have changed.  Have you added a new spouse, domestic partner, or child to your life?  Are you now single?  Do you have new real estate or a new business?  Have your financial assets changed significantly?  Has someone named in your estate planning documents become disabled or died?  If any of these events have occurred, it is important that you have your estate planning documents reviewed by a qualified estate planning attorney.

Moreover, your estate planning attorney will help you to ascertain your current estate planning goals and analyze whether your current documents meet those goals, or not.  Goals often change as life unfolds.  For example, as children grow and become adults, they are often named in positions of authority such as an agent under a general durable power of attorney or medical power of attorney.  Sometimes, relationships fade or change and another individual is more appropriate to serve as guardian of your minor children or as trustee.

If you’ve experienced any of these changes, have your estate plan reviewed by a lawyer.  Always consult with a qualified estate planning attorney regarding changes to your estate plan.  Please feel free to contact our office at (858) 792-5988 for a consultation.