Estate Planning & Wills
San Diego, CA
Preston Estate Planning is a San Diego-based law firm specializing exclusively in estate planning for nearly 40 years. They go beyond standard estate plans by offering comprehensive "Life Plans" that address tax reduction, asset protection, disability planning, and inheritance protection—not just probate avoidance. Their approach includes eight specialized features like Disability Panels, Silent Partner Co-Trustee arrangements, Capital Gains Elections, and Inheritance Trusts designed to shield assets across generations from divorce, lawsuits, and creditors.
Ideal for: High-net-worth individuals, business owners, parents concerned about asset protection for heirs, retirees planning for disability and long-term care, families with blended marriages or significant assets
Service area: San Diego, California and surrounding areas
Comprehensive Life Plan Approach: Moves beyond basic probate avoidance to address tax reduction, asset protection, disability planning, and multi-generational inheritance protection through eight integrated features.
Four Decades of Specialized Experience: Nearly 40 years practicing exclusively in estate planning with in-depth review of over 11,000 trusts, allowing them to identify and solve common planning gaps other attorneys miss.
Ongoing Maintenance & Administration: Offers 28-point maintenance membership program and trustee administration guidance to ensure plans stay current with life changes and are properly executed after death.
Address: 12396 World Trade Dr UNIT 301, San Diego, CA 92128
Phone: (800) 698-6918
Website: prestonestateplanning.com
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