3636 Nobel Drive, Suite 215, San Diego, California 92122 | (858) 404-9800 | info@rowemullen.com
Erin L. McCreary, Esq.
Direct Dial: (858) 450-2208
Email: mccreary@rowemullen.com
Website: mccrearyestateplanning.com
Ask me for a copy of my free guide, "7 Steps Every Smart Parent Should Take"
AREAS OF PRACTICE
Basic Estate Planning
- Living Trust (i.e. ABC Trust)
- Healthcare Directives
- Lifetime Protective Trust
- Educational Trust
- Irrevocable Trust
- Pet Trust
- Qualified Domestic Trust (QDOT)
- Qualified Subchapter S Trust (QSST)
- Special Needs Trust
Advanced Estate Planning
- Irrevocable Life Insurance Trust
- Charitable Remainder Trust
- Irrevocable Grantor Trust
- Stand-Alone Educational Trust
Estate Administration
- Probate Administration
- Trust Administration
Asset Protection
- Domestic Asset Protection Trusts
- Foreign Asset Protection Trusts
International
- International and General Tax Planning
- International and Domestic Estate Planning
ASSOCIATIONS AND ADMISSIONS
- Maryland State Bar
- Massachusetts State Bar
- California State Bar (Taxation Section)
- Certified by the California Board of Legal Specialization as a Taxation Law Specialist since 2002
- San Diego County Bar Association (Probate Section)
- Univeristy of San Diego Planned Giving Professional Partners Council
- Scripps Planned Giving Counsel
EDUCATION
- California State University at San Diego, B.S., Aerospace Engineering, 1986
- California State University at San Diego, B.S., Applied Mathematics, 1987
- California Western School of Law, J.D., 1992
- University of San Diego School of Law, L.L.M in Taxation, 1999
SPEAKING ENGAGEMENTS AND PUBLICATIONS
- Speaker at California Western School of Law, "International Tax Practice," November 2001
- Author and Speaker: "Understanding and Drafting Wills and Trusts" for seminar sponsored by Sterling Education Services (State Bar of California approved MCLE provider), January 2004
- Author and Speaker: "Revocable Trusts" for seminar sponsored by Sterling Education Services (State Bar of California approved MCLE provider), January 2005
- Author and Speaker: "Charitable Gifting" and "IRA Charitable Rollovers" at Interfaith, October 2008
- Speaker at University of San Diego Bridges Academy, "Trustees Duties and Responsibilities," February 2008
- Authored and Lectured, "Estate Planning: What You Need to Know about Your Parents' Estate Plan" and "What Your Children Need to Know about Your Estate Plan," December 2010, sponsored by the Scripps Kellogg Family
- Authored and Lectured, "Protecting Loved Ones from Financial Abuse," February 2011, sponsored by La Jolla YMCA
- Authored and Lectured, "Estate Planning Basics," August 17, 2011, sponsored by Simon Wong Engineering
- Authored and Lectured, "Protection Beneficiaries with Lifetime Protective Trusts (Beneficiary Controlled Trusts)," February 6, 2013, sponsored by Scripps Health Foundation, a State Bar of California approved MCLE provider