We are a boutique firm specializing in estate planning, trust and probate law and the related areas of business and real estate law. We work as a team with you, your financial and tax advisors, and, when appropriate, your family members, to provide an optimal, personalized estate and/or business succession plan. Our goal is to help you transfer your wealth to the ones you love, minimize transfer taxes (estate, gift, generation skipping, income, and property taxes), avoid family disputes, and facilitate the prompt settlement of your estate.
We seek to establish and foster a continuing one-on-one relationship so that you turn to us whenever there is a legal or business issue within your family. We are uniquely positioned and qualified to provide personalized, expert advisement in planning the succession of your business and the transfer of your estate to ensure that your legacy endures for years to come.
We would be delighted to schedule a complimentary initial consultation to explore how we can help you Plan for Peace of Mind.
Dan has been practicing trust and estate law in San Diego since 1985. He is one of a select few attorneys in San Diego County who have been certified as a specialist in estate planning, trust, and probate law by the State Bar of California, Board of Legal Specialization. Dan’s experience spans the spectrum of estate types, from simple to complex. Dan sensitively and conscientiously guides clients through the loss of loved ones and the disability of children and ailing parents. Dan has been involved in estates from the planning stage, through settlement of trusts, to defense of the estate tax return upon IRS audit.
Dan has held a real estate broker’s license since he was involved in his family’s real estate business in the 1980s. He advises buyers, sellers, landlords, and tenants. Dan advises clients on the formation of business entities, such as family limited partnerships, limited liability companies and corporations, and advises the owners on the start-up through sale of their businesses.
Dan’s broad life and business experiences make him a preeminent lawyer and counselor-a source of confidence and trust for you and your family. Dan has held the highest rating from his peers (AV by the Martindale-Hubbell
directory) for well over ten years.
Dan is a native San Diegan and a graduate of St. Augustine High School, the University of California at San Diego (cum laude), and the University of San Diego School of Law (law review member and author). Dan is a member of the California State Bar (member of the Trusts and Estates Section) and the San Diego County Bar Association (member of the Estate Planning and Elder Law Sections). Dan remains an active part of each of the schools from which he has graduated and other charities through his volunteer activities. Dan has four children, is an avid golfer, and lover of history and travel.
Paul is a Certified Specialist in Trust, Estate Planning and Probate Law, the State Bar of California Board of Legal Specialization. Since he began his practice in 1968, Paul has concentrated his law practice in the area of estate planning and estate settlement. Paul has planned and designed thousands of estate plans for San Diego families and advised trustees and executors, both private and corporate, in the settlement of trusts and estates.
Education: Bachelor of Science Degree Magna cum Laude; Masters Degree, Business Administration, University of Arizona; Juris Doctorate, with Honors, University of San Diego School of Law.
Admissions to Courts: United States Supreme Court, United States District Court (Southern District of California), and California Supreme Court and Appellate, and Trial Courts.
Prior Occupation: Contracts Manager, Gulf General Atomic, San Diego.
Memberships: American Bar Association, Real Property, Probate & Trust Law Section; State Bar of California, Estate Planning Trust & Probate Section; San Diego County Bar Association, Estate Planning Trust and Probate Section; San Diego Estate Planning Council (member emeritus).
Other Distinctions: Past Chairman of the Estate Planning Trust and Probate Section of the San Diego County Bar Association; Lectured in the area of Estate Planning for the California Continuing Education of the Bar Program; Retired, United States Air Force.
Originally from Illinois, Paul moved to San Diego in 1958 where he raised his family. Paul is an avid golfer.
Jason S. Sheinberg is of counsel to Dan Morrin. Jason is a husband and father above all and understands the needs of families as they plan for life’s up and down events. Jason has been practicing law since 2004. His practice is specific to trust and estates and is centered on the drafting of wills and trusts, trust and probate administrations, asset protection, Medi-Cal planning, conservatorships and guardianships. Jason works with families to make sure their estates are properly planned, and also with beneficiaries and fiduciaries to see to it that the estates are properly administered.
Jason loves serving San Diego families and feels incredibly blessed to be a part of this community. Jason is a proud alumnus of the University of San Diego and Thomas Jefferson School of Law.
After passing the California state bar exam Jason joined a medium sized firm in North County San Diego. Jason led the estate planning division of that firm until 2006 when he joined a boutique firm in San Diego’s North Park neighborhood. Jason worked with that firm for nearly 6 years as the lead estate planning attorney. Jason’s favorite thing about practicing law is helping people from all walks of life with their legal matters and then becoming their attorney for life.
Jason is a court-appointed attorney (Guardianship and Conservatorship) in the San Diego Superior Court, and he considers it an honor and a privilege to serve the courts in this manner. Being a court-appointed attorney was his first personal achievement as an attorney, and it has been one of the most vital roles Jason has carried throughout his profession.
Being able to go to the residence of a disabled child or adult and become a part of that person’s family is something that Jason said can never be replicated. The satisfaction that comes from helping an elderly individual find suitable long term care, or helping someone who is developmentally disabled, is beyond compare.
Jason was born and raised in Los Gatos, Calif., and went to Bellarmine College Preparatory in San Jose, Calif. In his free time, Jason enjoys traveling and spending time with his beloved wife, Sara, his twin boys Blake and Evan, his amazing parents, Bruce and Barbara; and all of his family and friends. Jason is a member of the State Bar of California, the San Diego County Bar Association, the Estate Planning Section of the State Bar of California and the University of San Diego Planned Giving Committee. He is very proud to serve on the board of directors of Mountain Shadows Foundation. He received his J.D. from Thomas Jefferson School of Law in 2003 and a bachelor’s degree in history from the University of San Diego in 2000. He is admitted to practice in California, U.S. District Court for the Southern and Central Districts of California, and the Ninth Circuit Court of Appeals.
Michael Nagle practices in the area of Business and Real Estate law.
He is a native San Diegan and has practiced law in San Diego for over 32 years. Michael is a graduate of University of Arizona and Thomas Jefferson College of Law in San Diego. Mike received his Juris Doctor degree, cum laude, graduating in the top one percent of his class. He distinguished himself in law school as managing editor of the Law Review and earned numerous academic awards.
Mike provides the following legal services: counsel regarding the formation, acquisition, sale and reorganization of businesses and professional practices; business operating problems and procedures; real estate and business contracts, leasing and sale of commercial property.
In planning your estate, and re-visiting the plan on a timely basis, we provide you with the peace of mind of knowing that your plan is personalized, comprehensive, up to date, and efficient.
We provide peace of mind in knowing that the legal and tax aspects of settling a trust are competently, efficiently, and timely addressed.
We provide peace of mind in knowing that the legal and tax aspects of settling a trust or estate are competently and efficiently handled.
Formation of Business Entities
We team with your tax advisor to design and implement a business structure that will allow you to be successful.
Business Succession Planning
You need a highly specialized legal advisor, with a unique set of skills, to ensure that your “pride and joy” continues within your family or with your key employees/partners.
Real Estate and Business Transactions
Michael Nagle, as of counsel to the firm and a licensed real estate broker, brings over 32 years of experience in business and real estate transactions.