Carol S. Battaglia



Carol Battaglia has been working in the area of trusts, probate, conservatorships and public benefits for over 20 years. She is recognized as one of the foremost authorities on Special Needs Trusts in California. She became interested in estate planning and Medi-Cal benefits while helping her parents and her in-laws plan for aging and disability.

Later she started to focus on the field of Special Needs Trusts which stemmed from her desire help her brother in-law who is autistic. Carol has written numerous articles on the subject of Special Needs Trusts, including authoring a chapter of the Continuing Education of the Bar’s Treatise on Special Needs Trusts. She was also the first attorney in San Diego County invited to be a part of the prestigious, nationally recognized Special Needs Alliance. Carol is frequently invited to share her knowledge at seminars and conferences throughout the state and nationwide.

In her spare time she enjoys traveling, doing Yoga and Pilates and spending time with her family, especially her husband Tony and her grand-dog Canyon.

Contact info

  • 858-689-0613


Admitted:  California and U.S. District Court, Southern District of California; U.S. Supreme Court

Law School: National University, J.D. |1990

College: University of Nebraska at Lincoln, B.S | 1969

San Diego State University, M.A. | 1974

Memberships: Special Needs Alliance, San Diego County & American Bar Associations, Lawyers Club of San Diego, California Women Lawyers, National Academy of Elder Law Attorneys, Consumer Attorneys of San Diego

Awards and Activities

  • Matindale Hubbel AV preeminent Attorney
  • San Diego Magazine, Best Lawyers in San Diego, March 2013
  • “Special Needs Trusts, Trust Drafting Seminar” Sterlling Educational Services, LLC
  • “Special Needs Trusts and SSI” California Disability Rights


Special Needs Trusts
Public Benefits Planning
Medicaid and Long-Term Care Planning
Estate Planning