Don Vernon Zoellner
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.
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.
Don V Zoellner
Law Office of John M Preston
12396 World Trade Dr #212
San Diego CA 92128
Tel: 858 675-4040
Fax: 858 675-4045
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Votes:38