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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.

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News & Insights

Frequently Asked Immigration & Naturalization Questions in San Diego

Immigration law can feel overwhelming, especially when your ability to work, live with family, or build a future in the United States depends on getting the process right. From determining which visa applies to understanding the path toward citizenship, applicants often have questions long before they are ready to submit paperwork. While every immigration matter…
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Guardianships for Special Needs Planning: What Parents Should Know

For many parents of children with special needs, turning 18 is a milestone filled with pride—but it can also bring unexpected legal challenges. Once a child becomes a legal adult, parents no longer automatically have the authority to make medical, financial, or personal decisions on their behalf, even if their child has a lifelong disability….
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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…
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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…
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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…
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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…
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