Nicole M. Paschoal

Associate | Rancho Santa Fe

Nicole is an associate in the private client and tax team.

Nicole practices in the areas of estate planning, trust and estate administration, charitable giving, and the representation of tax-exempt organizations. She focuses on wealth transfers for successful families and business owners, sophisticated estate and gift tax saving techniques, charitable planned giving, business succession planning, and probate and trust administrations.

Nicole won first place in the American College of Trust and Estate Counsel (ACTEC) Foundation’s 2018 Mary Moers Wenig writing competition with her article, “The Problem of Replacement Property in the Law of Ademption.”

Secretary Collette Kerr

Admissions

Publications

Memberships

Talks

State of California, 2018

‘The Problem of Replacement Property in the Law of Ademption,’ American College of Trust and Estate Counsel (ACTEC) Law Journal, Vol. 44, No. 2 - Spring 2019, author

State Bar of California, Member

San Diego County Bar Association, Member

‘Will v. Trust - What is the Difference?,’ LSI Legal Specialization Sections webinar - February 6, 2020, speaker

‘Administering Trusts in Life and at Death,’ Legal Secretaries Association Conference - February 16, 2019, speaker

‘Wine Not? California’s New Decanting Act,’ First American Trust - February 1, 2019, speaker

Me in a minute

The most rewarding aspect of estate planning is knowing that what we do each day makes a difference to the individuals and families we serve.

I am passionate about working closely with clients on matters of great personal value, understanding both their financial matters and family relationships in order to create estate plans that reflect their unique goals and intentions.

Education


Languages


  • English

Dates


Joined

2018

Rancho Santa Fe

6050 El Tordo,

PO Box 2329,

CA 92067

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