Law Offices of Ronald R. Webb, A Professional Corporation
5440 Morehouse Dr.
Suite 3700
San Diego, CA 92121
Phone: (858) 558-1191 | Fax: (858) 777-3568
http://www.rwebblaw.com
Wills, Trusts & Estates
We work with all types of clients, from those desiring a basic estate plan to clients with a higher net worth who need more advanced estate planning strategies, including irrevocable life insurance trusts and charitable remainder trusts.
CA, Dec 1994
Bar Number: 175308
California
United States District Court Southern District
California State Bar
San Diego County Bar Association
Estate Planning & Probate Section
Business/Corporate Section
I regularly exceed the required amount of continuing legal education hours. In 2007 alone I attended over 40 hours of seminars focused on Estate Planning and Taxes.
Most of our matters deal with assisting clients in developing their estate plan. We begin with a planning meeting where we educate our clients on estate planning issues, discuss their desires and goals, explain the options which they have and make suggestions for accomplishing their goals and desires. We discuss retirement planning considerations, beneficiary designations, tax planning, life insurance planning, special needs, medical and disability issues, etc. After we have prepared the documents, we review the documents extensively with our clients so that they understand how their documents are set up, including the documents' provisions, and then we answer the client's questions. We also assist our clients in funding the trust by transferring assets into the trust to make sure the process is complete.
B.A.
Point Loma Nazarene University
San Diego
CA
1988
Graduate Cum Laude
Business Administration, Certificate in Computer Science
J.D.
University of San Diego, School of Law
San Diego
CA
1994
Graduated Top Third of Class
1
California
I started my own firm in 1998 after working for several years in a firm whose focus was business and civil litigation. My philosophy is centered on the notion that each client requires and deserves detail oriented, personal attention. All of my clients' needs and desires are given thoughtful consideration in order to provide the most beneficial legal advice possible to serve their best interest. I am committed to providing affordable, high quality legal services for all my clients' needs.
Prior to obtaining my law degree, I worked as a financial analyst for SAIC for 7 years. Upon graduation from law school, I worked for several years in a firm focusing primarily on business and civil litigation.
I believe it is critical for clients to educate themselves so that they can gain a better understanding of what they may need, and what the attorney is recommending for them. A major part of my consultations with my clients is geared towards educating them so that they understand the process and can make intelligent decisions regarding their options for their estate planning needs.
Yes, we'll review documents prepared by clients, as it is a good starting point toward a comprehensive estate plan. We will also point out deficiencies.
I am available on an hourly basis at my hourly rate.
I enjoy the challenge that the law provides, but more importantly, I want to assist individuals.
Growing up overseas has helped me be more sensitive to some of the cultural differences and needs of my clients. Additionally, working as a financial analyst for seven years has given me a broader perspective and understanding of the issues facing my business clients. It also helps in enabling my clients to balance the legal and economic issues that a business owner faces.
I enjoy estate planning and it gives me an opportunity to assist clients to plan and structure their estate to achieve their goals and desires.
The sense of accomplishment when I've assisted a client in completing their estate plan, and the sense of relief my clients express to me once they have completed or updated their estate plan.
I have a small firm so that I can provide personal and individualized service to my clients. I have a wonderful assistant who is thorough, knowledgeable and sensitive to my clients' needs. She places my clients at ease and connects with them on a personal level which relaxes them and gives them a sense of confidence in the service we provide.
I have a small firm so that I can offer personalized service to my clients. My goal is to provide clients with a positive experience, to make them feel at ease and cared for.
I enjoy the outdoors, hiking, rock climbing, fishing with my children.
Jackie Ellis
(858) 777-3568
Monday through Friday
8:30 a.m. to 5:00 p.m.
No
Spanish
San Diego, CA
16870 W. Bernardo Dr.
Suite 400
San Diego, CA 92127
Negotiable. Drafting trusts, wills, advanced health directives and related documents is often done at a fixed price that is determined by the complexity of the client's needs. Typically ranges from $1,200 - $2,500.
$200
Free 1/2 hour initial consultation.
Typically half of estimated fees.
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