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ESTATE PLANNING


“Dave Barnier has been our attorney since 2008, when he helped us create our family’s living trust.  He is extremely knowledgeable about California law, especially as it relates to elder-care issues.  He is also very courteous and considerate of his clients, taking the time to explain legal issues in a way that clients can comprehend.  We would not hesitate to recommend Dave to anyone looking for a knowledgeable and experienced attorney.  --K.S., San Diego


“My parents retained David to review their estate plan in 2010.  David took his time to explain things to each of them and they were very comfortable with the entire process.  I later used David to assist me with some matters. My parents and I have had questions for David since retaining him and he always responds promptly with answers and promptly sends copies of documents.” --J.S., San Diego


With the help of an experienced estate-planning attorney, you will find that estate planning can be a relatively inexpensive and surprisingly simple process.  Even complex family circumstances and prospective long-term care needs can be addressed for only a fraction of the expenses associated with probate court and long-term care.  In fact, establishing and maintaining your estate plan with the guidance and document-preparation expertise of an experienced attorney is the only means of ensuring that your assets will be fully protected for distribution to your loved ones.  

 

This website offers a topical discussion of the most common and most troublesome estate-planning issues. The links at the left side of this page lead to discussions of issues that you should address at least once a year to ensure that your estate plan is not only up to date in relation to constantly changing laws but also consistent with your evolving goals, so it does not burden your loved ones with complex problems in the event of your incapacitation or death.

 

I hope this information helps you answer your initial questions.  I look forward to the opportunity to meet with you at no cost to review your existing estate plan and help you make sure your documents are consistent with your desires to protect your assets.  To schedule a free meeting at my office, please contact me directly at 619-682-4842.

 

David Barnier


3838 Camino del Rio North Suite 155 San Diego, CA 92108 619-682-4842

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