Estate Preservation Group

About Marilyn Shea

President, National Academy of Elder Law Attorneys, Southern California Chapter

Marilyn Shea has been an attorney for over 30 years and has been doing estate planning for over 25 years.

Her practice emphasizes trusts, wills, trust administration, probate, conservatorships, and special needs trusts. She also does special trusts (with Medi-Cal planning techniques) as well as special lengthy powers of attorney especially for Medi-Cal planning.

Marilyn’s varied professional background includes television appearances and hosting a weekly radio program with a focus on estate and retirement planning issues. She is an in-demand speaker and has addressed hundreds of audiences, blending her informative presentations with a sharp wit. She is an active volunteer in her community and her church.

President, National Academy of Elder Law Attorneys , Southern California Chapter
Member, California State Bar Association-Trusts and Estates Section
San Diego North County Bar Association
Rancho Santa Fe Business and Professional Women-Past President
Carlsbad Newcomer's Club-Board Member Daughters of the American Revolution-Chapter Board Member St. Elizabeth Seton Women's Club-Board Member, Committee Chairperson Aviara Women's Club-Committee Chairman

Protect Yourself

What is Estate Planning?

Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided for in their absence.

What is Medi-Cal planning?

Medi-Cal Planning is about asset preservation. It involves the purchasing, transferring, conversion and/or liquidating of assets to enable you or your loved one to qualify under Medi-Cal's test of income and resources.

Upcoming Seminars...

Wednesday, January 27
Carlsbad

Wednesday, February 24
Oceanside

Thursday, February 25
Fallbrook

Friday, February 26
Escondido

Saturday, February 27
Vista

“I learned about the new laws… Best seminar I ever attended.” —Mike W.

Articles

Will Your Living Trust Work When You Need It?

Who Would Raise Your Children?

Mom Has Alzheimer’s

Avoiding Probate, Etc.

Estate Planning Quiz

Call Now : (760) 721-0600

“Thank you for your expertise, your thoroughness, your explanations, and your patience. We now feel more comfortable in these retirement years knowing the legal aspects of our estate are in good order.” —A.N., Oceanside

“We appreciate the attention to detail that you provided us in the Family Trust that you created especially for us. It brings us peace of mind to know that our assets are protected and that our wishes have been clearly stated.” —G.R., La Jolla

© 2009 Estate Preservation Group, Marilyn Shea. All Rghts Reserved
DISCLAIMER: Marilyn Shea of Estate Preservation Group has not been and is not affiliated with any other individuals or groups, including a firm with a similar name in Orange County. The content of this website has been created by Estate Preservation Group for general information and advertising purposes only. No attorney-client relationship is established between Estate Preservation Group and any reader who views the contents of this website. The information provided is only a general statement of the laws which change from time to time and regulations of California which are subject to change at any time (this website is not intended to be, nor does it constitute, legal advice). No one should rely on the information provided by this website without first obtaining legal advice from an attorney in their jurisdiction. This may contain information which is not absolutely current.