The Law Offices of Gerald L. Bohart, A.P.C

The Law Offices of Gerald L. Bohart, A.P.C

The focus of Mr. Bohart's practice is estate planning (i.e. trusts, wills, durable powers of attorney and advance health care directives), probate, trust administration and bankruptcy (both debtor and creditor representation).

Firm Overview

Providing Peace of Mind

Whether you are faced with issues related to estate planning or bankruptcy, the law governing these areas is complex and can be confusing. We can help you navigate through these issues and provide you peace of mind.

Mr. Bohart considers each client to be unique and is committed to providing quality legal representation to each of them without losing the personal touch. All client interviews and consultations are conducted by Mr. Bohart personally. His goal is to understand each of his client's needs and to help them achieve their objectives. Mr. Bohart welcomes the opportunity to put his skills to work for you.

Mr. Bohart has earned an "AV" rating from Martindale-Hubbell which is the highest rating bestowed upon attorneys for their professional knowledge and ability, as well as their ethical standards and conduct in the practice of law.
Main Office
Main Office
9988 Hibert Street, Suite 208
San Diego  CA  92131
Phone
  • 858 536-5500
Websites
Estate Planning
Estate planning is just that; planning! It is a process that involves legal, tax and financial advisors.
A proper estate plan allows you to:

-Plan for the orderly distribution of your estate after your death with the least amount of difficulty for your loved ones,
-Minimize or avoid estate tax,
-Avoid probate,
-Nominate the person who will serve as guardian for your minor children if you are incapacitated or die,
-Establish special trusts for the benefit of a disabled child,
-Nominate the person who will handle your financial affairs in the event you are incapacitated, and/or
-Nominate the person who will make medical decisions for you in the event you are incapacitated.

Estate planning is accomplished through the execution of various documents including, but not limited to, trusts, wills, durable powers of attorney, advanced health care directives and property agreements.

Estate planning is a dynamic process. Changes in the law, you and your estate may require you to adjust your estate plan every so often to reflect those changes.

Wills & Trusts
Wills
--A will is a document that sets forth how you wish to distribute your estate after your death. Wills become irrevocable at your death. In your will, you can nominate conservators for yourself should the need arise and/or nominate guardians for minor children. The probate process is required for the administration of a will. More info...
Trusts
--A trust is a written legal agreement between the person creating the trust (commonly known as the "settlor", "trustor" or "grantor") and the person or entity named to manage the assets held in the trust (the "trustee"). Most often, the settlor is the initial trustee of his or her living trust, until management assistance is anticipated or required. More info...

Durable Powers of Attorney
A durable power of attorney is a document wherein you empower someone to make decisions for you regarding your real property, personal property and financial affairs when either you chose to no longer do so or you are incapable of doing so. Durable powers of attorney can be either "springing" (come into effect when you become incapacitated) or "immediate" (come into effect immediately upon execution).

Advance Health Care Directives
An advance health care directive is like a durable power of attorney except that it deals primarily with medical decisions and related issues such as disposition of remains and organ donation. Agents nominated in an advance health care directive have broad powers to make health care decisions related to both your physical and mental care, including refusal or withdrawal of life support systems.

Letters of Intent
A letter of intent is a document written by a parent, guardian or family member that describes your child, his or her history, his or her current medical/mental status and your wishes with respect to the future care of that child. Letters of intent, while not legally biding documents, speak to the plans and goals you have for your child in the event that you are unable to do so.

Gerald L. Bohart

Personal:
Born: December 10, 1964, National City, California.

Education:
-University of California, San Diego - B.A. 1988.
-California Western School of Law - J.D. January 1992. While at California Western Mr. Bohart received an American Jurisprudence Award for Trial Practice and Academic Achievement Awards for Labor Law and Negotiations.

Admissions:
-State Bar of California - June 1992
-United States District Court:
--Southern District of California - 1992
--Central District of California - 1993
--Northern District of California - 1996
--Eastern District of California - 1996

Legal Affiliations:
Mr. Bohart is a member of the following legal organizations:
-State Bar of California
-San Diego County Bar Association
-Bankruptcy Section
-Estate Planning Section
-Small Firm/Solo Practitioner Section
-Lawyer Referral & Information Service (Consumer Bankruptcy Panel)

Mr. Bohart is recognized by his peers as a highly skilled and ethical attorney and has earned an "AV" rating from Martindale-Hubbell which is the highest rating bestowed on attorneys for their professional knowledge and ability, as well as their ethical standards and conduct in the practice of law.

Community Involvement:
In addition to his busy law practice, Mr. Bohart is active within the San Diego Community. He is a current or former member of the following civic organizations:
-San Diego County Better Business Bureau
-I-15 Diamond Gateway Chamber of Commerce
-Incorporator/Board Member - Westview Foundation
-Incorporator/Consultant - Deer Canyon Elementary Foundation
-Incorporator/Consultant - Canyon View Elementary Foundation
-Incorporator/Consultant - Oak Valley Falcon Foundation
-Incorporator/Consultant - Mesa Verde Foundation
-YMCA Adventure Guides Program
-Rancho Penasquitos Community Planning Board (former member)
Education
  • California Western School of Law
    J.D.
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