Estate Planning & Administration

At Seltzer Caplan McMahon Vitek, we believe a good estate plan is enhanced by wisdom and achieved by working with those who have come to understand the possibilities and responsibilities that wealth and success can bring. We also respect the personal nature of the process and the critical role that family dynamics and interpersonal relationships play in determining whether various estate planning techniques are appropriate for our clients.

SCMV’s Estate Planning & Administration attorneys work with individuals and families of all walks of life and have particular expertise working with high-net-worth individuals and families, including those with closely held businesses. We are expert in all aspects of estate tax, gift tax, income tax, property tax, and retirement benefit planning. We specialize in creating plans to protect the interests of family members and heirs, to manage our clients’ assets to benefit charities, to address gift and estate tax issues, and to translate the aspirations of our clients into a legally sound and sustainable plan.

All forms of revocable and irrevocable trusts, including:

  • Tax and Non-Tax Based Revocable Trusts and Wills
  • Generation Skipping Trusts
  • Life Insurance Trusts
  • Qualified Domestic Trusts (QDOTs)
  • Charitable Remainder and Lead Trusts
  • Minor Education and Gift Trusts
  • Qualified Personal Residence Trusts (QPRTs)
  • Special Needs Trusts
  • Inter Vivos and Testamentary Private Charitable Foundations
  • Irrevocable Grantor and Non-Grantor Trusts (IDGTs)
  • Grantor Retained Annuity Trusts (GRATs)

Select an attorney below to find out more about their expertise in Estate Planning & Administration

Practice Group Leader

James H. Siegel
Shareholder

P: 619.685.3160
E: siegel@scmv.com

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Rhonda Crandall
Shareholder

P: 619.685.3091
E: crandall@scmv.com

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Lawrence S. Branton
Of Counsel

P: 619.685.3159
E: branton@scmv.com

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David P. Ruth
Of Counsel

P: 619.685.3161
E: ruth@scmv.com

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Hillary M. Dorne
Associate

P: 619.685.3076
E: hdorne@scmv.com

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Agustin Ceballos
Associate

P: 619.685.3036
E: ceballos@scmv.com

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Patrick J. Haase
Associate

P: 619.685.3054
E: haase@scmv.com

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Stephanie S. Downer
Of Counsel

P: 619.685.3092
E: downer@scmv.com

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News

Nine SCMV attorneys Recognized in The Best Lawyers in America© 2021

We’re proud to announce that nine SCMV attorneys were selected by their peers for inclusion in The Best Lawyers in America© 2021 edition. Attorneys named to the list are recognized for…

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SCMV Attorneys Named Among San Diego’s Top Lawyers

We’re proud of our attorneys and the high level of ethical standards and professional excellence they hold. In the 2020 Martindale-Hubbell® ratings, our peers rated many Seltzer Caplan…

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SCMV Welcomes Stephanie Downer

SCMV is pleased to announce that Stephanie S. Downer has joined the firm as of counsel. Stephanie's practice focuses on estate planning, wealth transfer planning, trust administration and…

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Patrick Haase Joins SCMV

SCMV announces that Patrick Haase has joined the firm’s Estate Planning & Administration Department as an associate. Patrick's practice focuses on estate planning, trust and probate…

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2019 San Diego Super Lawyers & Rising Stars

SCMV is proud to announce that six of our attorneys were selected for inclusion on the 2019 San Diego Super Lawyers list. Super Lawyers are outstanding lawyers from more than 70 practice areas who…

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SCMV’s Certified Legal Specialists

A certified specialist is more than just an attorney who practices in a particular area of law. The State Bar Legal Specialization program is a method for attorneys to earn the designation of…

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The Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act could significantly impact your future business, personal and estate tax planning. Most of the Act had an effective date of January 1, 2018, and many of its provisions…

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Portability Offers New Opportunities for Tax Savings in Estate Planning

By James Siegel In 2013, the estate tax and gift tax rates increased to 40% and the federal estate and gift tax exemption amounts were frozen at $5 million per person (adjusted for inflation) as a…

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