Estate Preservation Group

Legal

About

Estate Preservation Group on Camino Vida Roble in Carlsbad is a women-owned estate planning and elder law practice with over three decades of combined legal experience, including prior in-house counsel service at three Fortune 500 companies. The firm drafts revocable living trusts, pour-over wills, and durable powers of attorney, with fiduciary tax coordination handled through West & Walters Tax and Wealth Management to align asset-protection strategies with income and gift-tax obligations. National Association of Elder Law Attorneys membership and active involvement with the Dementia Consortium of San Diego anchor the elder law practice, which covers long-term care planning, Medi-Cal eligibility structuring, and conservatorship petitions. Trust administration services guide successor trustees through the post-death notification, creditor-claim, and distribution process required under California Probate Code Division 9. End-of-life coordination extends to pre-need arrangements with Accu-care Cremation & Funerals, LLC to align final-expense funding with trust disbursement instructions. The most complex engagements involve multi-generational estate architectures combining irrevocable trusts, special needs trusts under 42 U.S.C. § 1396p(d)(4), and Medi-Cal asset-protection trusts structured to preserve eligibility while shielding family wealth from spend-down requirements.

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