Susan Stricklin Wilson

Posted on January 28, 2019
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Susan Stricklin Wilson

Since 1988, Susan Stricklin Wilson and Barbara K. Meserve have provided experienced advice and services in the following matters:

  • Estate planning
  • Trusts administration
  • Probate matters

We bring more than 50 years of combined experience to the table to help you make the best legal, financial and care decisions for your unique set of circumstances. We can also advise you on aging considerations and how to pay for long-term care. We want to help you protect the nest egg that you worked so long and so hard for.

 

Susan Stricklin Wilson

Areas of Practice

  • Estate planning
  • Probate
  • Conservatorship
  • Guardianship
  • Estate and Trust Administration
  • Administration Law
  • Federal Estate and Gift Taxation
  • Probate and Trust Litigation

Admitted to Practice

  • California, 1983
  • U.S. District Court, Southern District of California, 1983

Awards and Honors

  • AV Preeminent Martindale-Hubbell Peer Review Rating

Education

  • University of Southern California, J.D., 1983
  • Stanford University, A.B., 1977, with honors

Professional Memberships

  • State Bar of California
  • San Diego County Bar Association
  • American Bar Association

Certifications

  • Certified Specialist in Estate Planning, Trust and Probate Law, State Bar of California Board of Legal Specialization

Reported Cases

  • Betts v. City National Bank (2007), Court of Appeal of California, Fourth Appellate District, Division One, 156 Cal.App.4th 222, 67 Cal.Rptr.3d 152
  • Estate of Hughes (1992), Court of Appeal of California, Fourth Appellate District, Division One, 5 Cal.App.4th 1607, 7 Cal.Rptr.2d 742
  • Mark S. Novak v. Michael Fay, Trustee (2015), Court of Appeal of California, Second Appellate District, Division Five, 236 CA4th 329

Biography

  • Born in Memphis, Tennessee
  • Extern Law Clerk to Judge J. Lawrence Irving, U.S. District Court, Southern District of California, 1983
  • Associate, Luce, Forward, Hamilton and Scripps, San Diego, California, 1983–1988
  • Sole Practitioner since 1988

 

Barbara K. Meserve

Areas of practice

  • Civil practice
  • Probate
  • Litigation

Awards and honors

  • American Jurisprudence Awards for Commercial Law, Sales, Intellectual Property, and Federal and Estate Gift Taxation

Admitted to practice

California, 1987
U.S. District Court, Southern District of California, 1988
U.S. Tax Court; 1991, U.S. District Court, Central District of California, 1990

Education

  • Pepperdine University, J.D., cum laude, 1987
  • Washington State University, B.S., 1981

Professional memberships

  • San Diego County Bar Association
  • State Bar of California

Biography

Born in Los Angeles, California

 

Areas of Practice

Estate Planning

Whether planning the care or support of loved ones upon your death or wrangling with the probate process while mourning the loss of a loved one, the attorneys at Susan Stricklin Wilson can help with all aspects of trusts and estates issues, including:

  • Estate planning
  • Estate tax issues
  • Executorship duties
  • Guardianship
  • Living wills
  • Living trusts
  • Probate
  • Probate and will disputes
  • Wills drafting and execution

Trust Administration

The experienced trust administration lawyers of Susan Stricklin Wilson help people create trusts to ensure that their assets are properly managed and held for the future use of their family members or designated beneficiaries. The assets held by a trust can be used to pay for necessary medical, educational and health-related expenses for the trust’s beneficiaries. Because a trust is designed to exist for a certain period of time, the courts require that a trustee is chosen to administer and be responsible for the management of the trust.

Probate Matters

The process of probate typically accompanies a situation involving painful emotional loss. The knowledgeable, meticulous probate attorneys at Susan Stricklin Wilson can ease the stress of probating the estate and guide executors and beneficiaries through the complex process.

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