Family Law

• Guardianship
  Jason is a court-appointed attorney (Guardianship and Conservatorship) in the San Diego Superior Court, and he considers it an honor and a privilege to serve the courts in this manner. Being a court-appointed attorney was his first personal achievement as an attorney, and it has been one of the most vital roles Jason has carried throughout his profession.

Business and Corporate Law

• Business Transactions
• Limited Liability Companies
  Dan has held a real estate broker's license since he was involved in his family's real estate business in the 1980s. He advises buyers, sellers, landlords, and tenants. Dan advises clients on the formation of business entities, such as family limited partnerships, limited liability companies and corporations, and advises the owners on the start-up through sale of their businesses.

Property Law

• Real Estate Litigation
  We are a boutique firm specializing in estate planning, trust and probate law and the related areas of business and real estate law. We work as a team with you, your financial and tax advisors, and, when appropriate, your family members, to provide an optimal, personalized estate and/or business succession plan. Our goal is to help you transfer your wealth to the ones you love, minimize transfer taxes (estate, gift, generation skipping, income, and property taxes), avoid family disputes, and facilitate the prompt settlement of your estate.
• Real Estate Transactions
  We provide legal services related to the formation, operation, and sale of business and professional entities, stock and membership transfers, and sale, exchange and leasing of commercial property. We integrate these services and expertise with estate and tax planning to provide an advanced level of business succession planning. Michael Nagle, as of counsel to the firm and a licensed real estate broker, brings over 32 years of experience in business and real estate transactions.

Trusts and Estates

• Estate Planning
  What exactly is estate planning? Simply put, it's the means by which you protect and provide for your family and others close to you. Estate planning is similar to a blueprint of your financial goals, both before and after death. Your estate plan—or lack of it—can affect the way you live, especially in retirement years. And, it can make a real difference in the future welfare of your spouse, children, and others you care about.
• Wills
  Jason S. Sheinberg is of counsel to Dan Morrin. Jason is a husband and father above all and understands the needs of families as they plan for life's up and down events. Jason has been practicing law since 2004. His practice is specific to trust and estates and is centered on the drafting of wills and trusts, trust and probate administrations, asset protection, Medi-Cal planning, conservatorships and guardianships. Jason works with families to make sure their estates are properly planned, and also with beneficiaries and fiduciaries to see to it that the estates are properly administered.
• Trusts
  A large part of our practice is advising our clients in their capacities as successor trustee of a trust. A typical example is where we have prepared an A-B living trust for a married couple, one of the spouses has passed away, and the surviving spouse needs counsel and representation in settling the trust. Another example is where the last parent in a family has passed away and a child or children seek our advice in settling the trust.
• Power of Attorney
• Probate
  Dan has been practicing trust and estate law in San Diego since 1985. He is one of a select few attorneys in San Diego County who have been certified as a specialist in estate planning, trust, and probate law by the State Bar of California, Board of Legal Specialization. Dan's experience spans the spectrum of estate types, from simple to complex. Dan sensitively and conscientiously guides clients through the loss of loved ones and the disability of children and ailing parents. Dan has been involved in estates from the planning stage, through settlement of trusts, to defense of the estate tax return upon IRS audit.

Finance Law

• Tax Law
  Estate planning is an ongoing process, much like financial or tax planning. As your life changes - the people in your life, the assets you accumulate, the tax laws, and your goals for your loved ones - so too must your estate plan change. We seek to form a lasting relationship with you and your family in this on-going process – a relationship built on communication, loyalty, confidence, and expertise. We strive to be your “family attorney” in the old-time sense of the phrase – an attorney to whom you and your family members can turn for sound, personalized advice, without compromise of confidences and loyalties.