The Law Office of Nan Dempsey Gelardo

Posted on January 29, 2019
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The Law Office of Nan Dempsey Gelardo

The Law Office of Nan Dempsey Gelardo provides personalized and thoughtful legal services to individuals and families of San Diego County and beyond. We ensure that you will gain a comfortable understanding of the planning issues that concern you and how, together, we can handle those issues. We offer over 17 years of experience in the field, allowing you to have a high level of confidence in our expert capabilities.

 

Nan Dempsey Gelardo, Esq.

Nan Dempsey Gelardo, Esq. is an active member of the California Bar Association and the San Diego County Bar Association’s sections on Estate Planning, Trusts and Probate Law. She is admitted to practice before the California Supreme Court, the United States District Court, Southern District of California and the United States Tax Court.

Since obtaining her law degree in 1996, Attorney Gelardo has gained extensive experience in the areas of estate planning and domestic and international asset protection law. She has drafted hundreds of trusts of various types and has expert knowledge in entity formation and structuring. Her current practice focuses on estate planning, trust administration and asset protection.

Attorney Gelardo has a broad range of management and business experience. She possesses excellent analytical and problem solving skills that she developed as a business professional and refined during her years as an attorney. Her business and management background provide invaluable insight and understanding, which she brings to her estate planning practice.

Attorney Gelardo earned her Bachelor of Arts Degree at San Diego State University where she graduated magna cum laude with distinction in the field of Psychology. She received her Doctor of Jurisprudence from California Western School of Law in San Diego, California in 1996. Attorney Gelardo attended California Western School of Law on a full academic scholarship and graduated magna cum laude. She was both a staff writer and an editor of the California Western Law Review/International Law Journal. Her credits include a published article in the prestigious California Western International Law Journal. As the recipient of American Jurisprudence Awards in Torts, Civil Procedure and Legal Writing and Research, she has demonstrated her commitment to high achievement and excellence in the field of law.

Outside her practice of law, Attorney Gelardo participates in various sports and activities but she particularly enjoys scuba diving. She has completed over three hundred dives around the world and has attained the level of Rescue Diver, an example of her desire and ability to accept high levels of responsibility and challenge for the benefit of others. This accomplishment is also indicative of her aspiration to excel in all aspects of her life, a quality that naturally extends to her practice of law.

You can reach Attorney Nan Dempsey Gelardo at (858) 634-0464 or by e-mail at nan@gelardolaw.com

 

Areas of Pratice

Estate Planning

Estate planning is the collection of tasks you would undertake, with the help of an attorney, to prepare for management of your assets in case of your incapacity or death, including the transfer of your estate to your loved ones. When we talk about your “estate,” we are referring to all the assets you have of any value, such as real estate, investments, businesses, insurance proceeds, and personal property, including your personal effects and household goods. Going without an estate plan can leave you open to the choices of others that may or may not reflect your wishes and desires. Certain laws will govern how your estate will be handled in the event of your incapacity or death, without regard for what you would have done had you planned in advance. The court will make your estate plan for you.

Trust Administration

Generally speaking, trust administration is the process of managing assets held in a trust. When a loved one dies, the Trustee is the one who is responsible for administering the trust estate and executing the terms of the trust agreement. The Trustee will be tasked with winding up the loved one’s trust estate, while keeping in mind that their primary obligation is to the beneficiaries of the trust.

Asset Protection

Asset protection planning is a type of planning used to minimize or eliminate your risk from the claims of future and unforeseen creditors. Generally, asset protection planning must be done in advance to successfully guard against potential liabilities. The various “fraudulent transfer laws” protect creditors from debtors who try to “delay, hinder, or defraud” a creditor by transferring assets out of the creditor’s reach. Courts will set aside such transfers if it can be shown that the creditor claim arose before the transfer occurred. Therefore, asset protection planning to protect your valuable assets must be undertaken before a creditor claim arises. The Law Office of Nan Dempsey Gelardo can evaluate your current situation to determine whether asset protection planning is a good option for your circumstances.

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