Sun Valley Estate Planning Lawyers

Professional Experience • J.D. Glendale University College of Law (Graduated in 1996) • Pepperdine School of Law- Mediating the Litigated Case Program • 28+ years of practicing experience as an attorney • 30+ years as a real estate investor • Practice areas: Estate planning, Business Planning, and Asset Protection • Drafting Last Testament, Financial Power of Attorney, Assignment of Personal Property, Advanced Health Care Directive, Medical Power of Attorney, HIPAA consent, Living Will, Certificate of Trust, Revocable and Irrevocable Trust, Dynasty Trust, Intentionally Defective Grantor’s Trust, Irrevocable Life Insurance Trust, Charitable Remainder Trust, Family Foundation, Equity Stripping, Friendly Liens, California Private Retirement Trust • Member of California State Bar • General...

I am a member of the California State Bar since 2006; the San Bernardino County Bar and Association of Certified Family Law Specialist. I am a certified Family Specialist (I am the only female Certified Family Law Specialist in the Cities of San Bernardino, Redlands and Highland). For the past 6 years I have had the Indigent Defense Contract with the County of San Bernardino wherein I was court appointed to represent several hundred of defendants who were charged with Contempt of Court for violation of court orders (typically non-payment of child support). I also represented several hundred military personal under the...

I create peace in my clients' lives by creating and implementing legal plans that will protect their families, through living trusts, wills, powers of attorneys, and other documents.

I help families, professionals, and business owners protect what they’ve built and plan for what’s ahead. Whether it’s creating an estate plan, guiding you through probate, or advising on your business, my goal is to make the legal process clear, straightforward, and aligned with your values. With a background in finance, business, and technology, I offer practical strategies to help you preserve your legacy, care for the people you love, and make confident decisions about the future.

Jacqueline has nineteen years of experience in environmental law, land use, governmental relations, estate planning and real estate law. She has extensive trial experience including a recent construction defect award in excess of 1.2 million dollars. As an attorney for the City of San Diego, Jacqueline gained significant experience in all phases of project development from land acquisition, conceptual and environmental development, permit acquisition through construction completion and dispute resolution. Her emphasis included land development, compliance with CEQA and NEPA, and all aspects of private and public project development. Jacqueline advised on numerous high profile projects including development, construction and...

We are dedicated to serving our clients to the best of our abilities, providing service that is second to none. We take the time to listen closely to the goals and concerns of each client. No two clients are the same. It is our goal to provide unique solutions for every client we serve, putting our knowledge and experience to work for their benefit. Our goal is to protect you, your children, your assets, and your business throughout the San Diego and Orange County area. Our primary office is located in Carlsbad, California. We proudly serve individuals, families and business owners...