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Estate Planning, Asset Protection & More
At Preovolos Lewin, ALC, our San Diego lawyers specialize in estate planning, asset protection, corporate law, personal injury, and elder law. Whether you need guidance with litigation, will and trust drafting, conservatorships, or Medi-Cal planning, our experienced attorneys deliver strategic, cost-effective legal solutions for your short- and long-term goals.
News & Insights
California’s Proposed Billionaire Wealth Tax: Why Planning Should Begin Before the Rules Are Final
California voters will consider a proposed billionaire wealth tax in November 2026. If approved, Proposition 40 would impose a one-time tax on certain individuals and trusts associated with net worth of at least $1 billion. Although the proposal would affect a relatively small number of taxpayers directly, the planning issues it raises are significant. The…
Understanding Conservatorships: When Is One Necessary?
Watching a loved one struggle to manage their personal care or finances can be one of the most difficult experiences a family faces. Whether due to aging, illness, or a disability, there may come a point when someone can no longer make safe or informed decisions on their own. In these situations, a conservatorship may…
Facing Criminal Charges? What to Expect Early On
Being accused of a crime can be one of the most stressful and uncertain experiences a person will ever face. Whether you’ve been arrested for a misdemeanor or are facing more serious felony charges, the decisions you make in the first hours and days can have a significant impact on your case. Understanding the criminal…
How to Set Up an ERISA-Compliant Employee Benefits Plan
Designing employee benefits might sound straightforward, until you realize just how many laws are involved. That’s where ERISA, the Employee Retirement Income Security Act, comes in. It sets the ground rules for how employers must manage retirement and health plans. For California businesses, understanding ERISA isn’t just good practice. It’s essential to staying compliant and…
E-Discovery Essentials: What Businesses Need to Know
Digital data isn’t just part of business. It is business. Every email, text, or cloud file can become critical evidence in a legal dispute. That’s where e-discovery comes in. For California companies navigating lawsuits, compliance, or regulatory investigations, understanding e-discovery isn’t optional. It’s essential. What Is E-Discovery and Why Does It Matter? E-discovery, short for…
Probate & Estate Administration: Steps After a Loved One’s Passing
Losing someone you love is hard enough. Sorting through their legal and financial affairs shouldn’t add more stress. Yet, for many families, that’s exactly what happens when the probate process begins. If you’ve ever wondered “how do I probate a will?” or what steps you’re supposed to take, you’re not alone. Let’s walk through what…
Employment Law Insights: Employee vs. Independent Contractor Status
The difference between being an employee and an independent contractor isn’t just a matter of titles. It’s about how the law views your work, your rights, and your responsibilities. Employers in California must get this right, or they risk serious legal and financial trouble. Here’s the gist: Simple enough, right? Except that in California, the…
Navigating Elder Law & Medi-Cal in San Diego
Planning for long-term care can feel like walking through a maze. Lots of rules, forms, and financial questions. That’s where elder law comes in. It’s not just about wills and inheritances; it’s about helping seniors protect their rights, finances, and dignity as they age. In California, Medi-Cal, the state’s Medicaid program, plays a huge role…
Estate Planning Basics: Wills, Trusts & Powers of Attorney
Let’s be honest, no one loves talking about estate planning. It sounds like something for later, right? But the truth is, planning ahead is one of the most thoughtful things you can do for your loved ones. Whether you’re in your 30s or nearing retirement, setting up an estate plan gives you control over how…