Estate Planning | Special Needs Planning | Estate Administration

Our attorneys help individuals, families, and various professionals with custom-tailored legal services.

Legal Solutions

We provide strategic planning to achieve our clients’ specific goals and objectives.

Expert Lawyers

Our breadth of knowledge and expertise allows us to provide the highest level of service.

Free Resources

Learn more about special needs trusts and planning with our free

Who We Are

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.

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Our Mission

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.

Quality of Life

Develop solutions that enhance the quality of life of those you care about the most.


Educate and empower families with special needs while promoting independence and autonomy.

Strategic Planning

Comprehensive planning that achieves optimal results and preserves resources.

High Standards

Providing exemplary customer service with professionalism and personalized care.

Questions? Schedule a consultation and connect with an attorney

How We Work

Our Estate Planning Process

Initial Consultation. During the initial consultation, we discuss your main objectives and goals and identify any potential issues that may hinder the implementation of your estate plan.
Drafting. We then craft an estate plan that is tailored to preserving wealth, protecting public benefits, optimizing transition upon death or incapacity, and ensuring loved ones are cared for.
Review Meeting. The next step is to review the drafted estate plan to discuss ensure understanding of each document and to confirm any desired updates or revisions.
Signing Meeting. Once your estate plan is exactly how you want it, we will finalize all the documents and schedule a signing meeting to execute and notarize.
Trust Funding. During the final step, we guide you on what needs to be done to transfer title to assets and update accounts to ensure your trust is properly funded.

1. Initial Consultation

Initial Consultation. Discuss circumstances and identify main objectives.

2. Drafting

Craft an estate plan that achieves optimal results and protection.

3. Review Meeting

A comprehensive review of the drafted estate plan.

4. Signal Meeting

Execute the final estate plan documents.

5. Trust Funding

Discuss how assets are transferred into trust.

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9903 Businesspark Ave. Suite 105, San Diego, CA 92131






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