Our Partners
TAX PROFESSIONALS
| Gilchrist Stanfield Newquist and Adler | Oceanside | |
| 10 Mission Avenue Suite 303 Oceanside, CA 92049 Gilchrist, Stanfield, Newquist & Adler is a well established Certified Public Accountant practice located in downtown Oceanside. The practice has been in existence for more than 30 years and has an excellent reputation. The client base consists of businesses, both incorporated and unincorporated, partnerships, individuals, estates and trusts. The practice serves clients from San Diego to Orange County. |
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| Contact- Les Newquist les@gsnacpas.com |
760.722.7686 | |
| Lavine, Lofgren, Morris & Engelberg, LLP | La Jolla | |
| 4180 La Jolla Village Drive Suite 300 La Jolla, CA 92037 www.llme.com |
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| Contact - Jeff Alvarez Alvarezjl@llme.com |
858.455.1200 | |
| Bullen, Ruch & Neller, LLC | Chula Vista | |
| 345 F Street Suite 175 Chula Vista, CA 91910 www.bullenandruch.com |
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| Contact - Dave Ruch dave@brntax.net |
619.422.6181 | |
| Wilkinson Hadley and Company | El Cajon | |
| 250 E. Douglas Avenue Suite 200 El Cajon, CA 92020 www.whllp.com |
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| Contact - Brian Hadley bhadley@whllp.com |
619.447.6700 | |
ESTATE PLANNING ATTORNEY'S |
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| S. E. Cowen Law | San Diego | |
| 8880 Rio San Diego Dr. 8th Floor San Diego, CA 92108 www.secowenlaw.com Mr. Cowen’s practice focuses on estate and business planning for individuals and closely-held businesses, and the administration of trusts and estates. He is a frequent speaker on estate planning, probate, trust administration and estate tax issues. Mr. Cowen’s experience includes the preparation of revocable and irrevocable trusts, family limited partnerships, qualified personal residence trusts and other sophisticated advanced estate planning and wealth preservation techniques. A resident of Coronado, Mr. Cowen is a 1987 graduate, cum laude, of the University of San Diego School of Law, where he was also selected to be on the law review because of academic achievement. He graduated in 1983 from the California Polytechnic State University at San Luis Obispo. Steve enjoys playing soccer, hiking and gardening. Mr. Cowen’s main office is in Mission Valley, 8880 Rio San Diego Dr., 8th Floor, San Diego, CA 92108 (619) 232-1268. He can also meet with clients at offices located in Del Mar and Rancho Bernardo. |
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| Contact - Steven Cowen cowen.steve@secowenlaw.com |
619.232.1268 | |
| Fay and Lawler | ||
| Dennis E. Fay, Esquire and Thomas C. Lawler, Esquire, attorneys at law, formed the law firm of FAY & LAWLER in May of 1990. Both Dennis E. Fay and Thomas C. Lawler are certified specialists in the areas of Estate Planning, Trust and Probate Law through the State Bar of California Board of Legal Specialization, and have been continuously certified in this practice area since 1995. Since the inception of FAY & LAWLER, this firm has assisted thousands of clients in setting up estate plans focused on allowing their clients to control and direct their assets throughout their lives and at death, with privacy, efficiency and a minimum of cost. FAY & LAWLER accomplish this by providing the necessary estate planning documents and legal counsel to avoid the need for court involvement. 12625 High Bluff Drive Suite 216 San Diego, CA 92130 |
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| Contact - Dennis Fay faylaw@aol.com |
858.793.2323 | La Jolla |
4950 Waring Road Suite 2 San Diego, CA 92120 |
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| Contact - Tom Lawler tcl@fayandlawler.com |
619.858.1800 | San Diego |
| Eric W. Johnson | Chula Vista | |
| Law Offices of Eric W. Johnson 2580 Catamaran Way Chula Vista, CA 91914 |
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| Contact - Eric Johnson ewj@cox.net |
619.651.7600 | |
