The Law Offices of John M. Preston, A.P.C.,
is one of California’s largest law firms practicing exclusively in the
area of estate planning with over 15,000 individuals having selected
the firm to prepare and maintain their estate plan. The firm prides
itself on being a proactive, counseling oriented practice which
strives to educate clients and design custom estate plans that meet
client goals. All
attorneys focus their work exclusively in the areas of personal estate
planning, estate tax law, asset protection, probate, and estate
settlement procedures. The firm’s central office is located in San
Diego with other convenient office locations available throughout the
State of California.
Attorney John Preston, and his fifteen person staff of attorneys,
paralegals, and assistants believe proper estate planning requires
professional thoroughness and respect for the overall well-being of
the client and the client’s family. Over the past 20 years, Attorney
John M. Preston and his staff of attorneys have served as estate
planning specialists, legal advisors, seminar panelists, and lecturers
for numerous associations throughout California. For instance, they
have been given the opportunity to address the University of San
Diego, the V.A. Hospital, Johnson Consulting Group, A.G. Edwards, Reed
Financial Services, Wells Fargo Trust Department, Pacific Bell,
Central Savings and Loan, Money Talks KSDO Radio Host, Howard Ruff
Conventions, Home Savings of America, American Savings Bank, CenFed
Bank, Great Western Financial Securities, California Federal Savings
Bank, Glendale Federal Bank, ABC Television, Alcoa, Baxter Pharmaseal,
Maxwell Laboratories, G.A. Technologies, Cubic, General Dynamics-Convair
Division, Loral Industries, Bill Holland-San Diego, Hughes Aircraft,
Fidelity Federal Savings Bank, Prudential, Rockwell International,
Rohr Industries, Kidder Peabody, Dean Witter Reynolds, Prudential Bach
Securities, and CalPERS.
From educational workshops to the Annual Maintenance Program you will
see a difference in the services provided by the firm. The practice
adheres to a 3-Step MasterPlan™ planning process with each client that
begins post seminar with an initial client meeting which transitions
to the design meeting where the plan is created. Subsequently, the
plan is prepared and then reviewed with the client at the delivery
meeting. The firm manages all aspects of funding the trust agreements
and/or confirming the funding is complete and provides an asset detail
report to each client. In addition each client is automatically
enrolled in the Annual Maintenance Program through which they are
invited to update their plans bi-annually and attend educational
workshops developed to increase their knowledge base and ensure their
plans will work as designed.
|
