Middleton Legal, APC

Middleton Legal, APC

Middleton Legal, APC is focused on estate planning and trust law. Brett Middleton founded the firm with the goal of providing meaningful and personal legal services to clients throughout San Diego County, where he has called home for over 20 years.

Firm Overview

Estate Planning Overview

Without a doubt, estate planning is vital. Indeed, most individuals and families can benefit from at least some estate planning. This is true whether their assets range from a few hundred thousand dollars to over a billion dollars.

At Middleton Legal, we use a step-by-step approach to estate planning, designed to help accomplish your personal and financial objectives. We do this by taking the time to first gather and review the important facts regarding your specific circumstances. After the initial fact-gathering and analysis, we then take the time to explain your options in plain English so that you can make informed choices that allow us to specifically tailor your unique and highly individualized estate plan.

There is real value in having your estate plan prepared by a firm that focuses exclusively on estate planning and probate law. First, a properly prepared and executed estate plan can help prevent your family from going to probate court following your death. Without a properly prepared estate plan, after you pass away, government entities and agencies such as the state of California and the IRS will decide how your assets are distributed. It is doubtful that these agencies care about ensuring that your wishes are carried out, that taxes are minimized for your heirs, or that estate costs are contained.

Moreover, a properly prepared and performed estate plan can help you control who makes financial and healthcare decisions for you in the event you become incapacitated. Today, a disability can be more challenging for a family than the death of a loved one. Without an estate plan, someone unintended by you could actually petition the court and gain control over your medical care and financial affairs.

We are committed to ensuring that your personal and unique estate plan functions properly and as you intended. Some of the strategies we use in our estate planning practice are discussed below.

Please contact us today if you would like to discuss how estate planning can benefit you and your family.

Main Office
Main Office
440 Stevens Avenue
Suite 200
Solana Beach  CA  92075
Phone
  • (858) 779-2484
Fax
  • (858) 724-3252
Websites

Fees

Free Initial Consultation?
Yes
Services Offered For Fixed Fees?
Living Trust
Financial Power of Attorney
Advanced Health Care Directive
Pour Over Will
Guardianship Nomination
Disability Planning
Quitclaim Deeds
Comprehensive Transfer Documents
Certificate of Trust
Hourly Rates
$400.00

Office Information

Office Hours
9:00 a.m. - 6:00 p.m.
Emergency After Hours
No
Languages Spoken
English

Brett Middleton

Brett's law practice is focused on estate planning and trust law. He founded Middleton Legal with the goal of providing meaningful and personal legal services to clients throughout San Diego County where he has worked and resided for over two decades.

A third generation Californian, Brett obtained a Bachelor of Arts in History from UCLA in 1993 and a Juris Doctor from the University of San Diego School of Law in 1998. Prior to founding Middleton Legal, he litigated trustee, securities and fiduciary duty cases.

In his spare time, Brett enjoys surfing (both longboard and standup), photography, yoga, golfing, and artistic, cultural and philanthropic local activities.
License
  • Bar Number: 199427
    California , 1998
Education
  • UCLA
    Bachelor of Arts , 1993
  • University of San Diego, School of Law
    Juris Doctor , 1998

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