We provide strategic planning to achieve our clients’ specific goals and objectives.
Our breadth of knowledge and expertise allows us to provide the highest level of service.
We are widely recognized for our expertise in Special Needs Trusts, Estate Planning, Conservatorships, Public Benefits Planning, Probate, and Trust Administration. Attorney Carol Battaglia is a contributing author to the Continuing Education of the California Bar’s treatise on Special Needs Trusts and the only member of the nationally recognize Special Needs Alliance in San Diego County. Attorneys A.J. Battaglia and Bronson DeKoning are frequent lecturers on Special Needs Trusts and Estate Planning and provide seminars to various organizations in Southern California.
Our office is conveniently located just off Interstate 5 in Scripps Ranch near Mira Mesa. Contact us online or give us a call today to schedule an initial consultation.
As San Diego’s leaders in special needs trusts and public benefits planning, we are committed to assisting our clients through some of life’s most difficult decisions and giving them peace of mind knowing that they have the best possible plan in place.
“My experience is a positive one. From my initial contact and subsequent brief phone calls with Carol Battaglia, who demonstrated not only her expertise in the field and also empathy and patience, to working with Vicki, with her professionalism, depth of knowledge, and patient guidance, not to mention her efficiency and accessibility. And I must say that everyone I interacted with was uniformly courteous, respectful, and efficient. Thank you for such a positive experience and for leaving the door open so that I might contact you if further questions arise.”
“On behalf of the Professional Fiduciary Association of California, I would like to thank you for your presentation on special needs trusts. Our members and guests came knowing that you both are experts in the field and that the information would be very valuable to their practices. Once again, thank you for giving your time and sharing your knowledge.”
“Words cannot possibly convey the gratitude I have for Carol Battaglia, Melissa Bovet and the amazing staff. As a parent, doing a conservatorship for your child with special needs when they turn 18, you are completely overwhelmed and emotionally drained. Their professionalism, but more importantly their kindness, compassion and patience made the process so easy and painless. As a single Mom, without nearby family, my case was a somewhat different than usual, but they were so flexible and willing to work it out in a way that best protected my daughter. Their compassion and patience with me and my many questions and emotional overwhelm is something for which I will be forever grateful. On the professional side everything was done perfectly. The attorney who was assigned to represent my daughter told me in court that she, also, was very impressed by them.”
“My wife and I recently completed a comprehensive review and redesign of our Family Trusts, our wills and health directives. We are both in our 70’s and have had extensive experience with legal advisors and law firms in both our personal and business venues. We are ecstatic and very fortunate to have finally found the ideal legal advisor. It has also been a pleasure to see that the firm’s document generation process was well constructed, clear, concise and truly representative of our long term needs. The legal and support staff were also a joy to work with. We enthusiastically give our highest recommendation for this firm.”
“The whole estate planning process seemed very efficient and personal. They gave us a fresh start with our trust and we felt so good when we finished the estate planning process.”
“My compliments to Carol Battaglia for providing that rare combination of personal engagement, compassion, and incisive legal counsel through difficult and sometimes volatile circumstances; ultimately achieving better than hoped for results.”