San Diego Estate Planning Attorney

” Mike represented our bank recently as we settled a multimillion dollar estate.  Mike very capably handled the legal and technical details of the estate, such as the probate process, preparing the accountings and the Federal Estate Tax return, etc.  Perhaps more importantly, he helped guide us through the human dynamics as well.”

–  Ronald L. Jacobs, VP & Sr. Trust Officer
Comerica Bank Wealth & Institutional Management”

“I have worked with Mike for many years. His guidance and ability to plan my clients’ estates including the transfer of their property to a trust in a timely and efficient manner exceeds all expectations. Mike’s knowledge in trusts, wills, estate planning, and in the real estate transaction is invaluable. Mike is part of my team. I highly recommend him as part of yours.”

– Robert D. Adams, Real Estate Agent

“Mike was able to coordinate my clients’ estate plans with their loan transactions. He is knowledgeable in the various legal and tax consequences arising from the different ways of holding title to real property. He has helped me complete transactions in a timely manner and to make sure that my clients’ properties were placed in, or returned to, their trust.”

– Jeri Winberg, Sr. Loan Officer, CTX Mortgage, Inc.

“Our firm’s relationship with Mike goes back more than 10 years. We often call on him as a resource because of his proven expertise in the areas of trust and estate administration. Our mutual clients often comment on Mike’s technical knowledge and commitment to providing top notch service. We can always rely on the legal information we get from Mike.”

– Gary Kornfeld, CPA, Kornfeld and Levy, Certified Public Accountants

“Mike is thoroughly prepared and very knowledgeable. I’ve known him for years and he’s assisted me with several cases. When there is a problem, he doesn’t hesitate to do his homework.”

– Bill Crosthwaite, Private Fiduciary

“Mike took a professional and personal interest in my legal concerns. I appreciated his focus and attention to detail. He always returned my phone calls promptly and explained legal jargon in language I could easily understand.”

– Donna Lochtefeld, Former Client