​​100+ Years of Legal Experience and Innovation 

3636 Nobel Drive, Suite 215, San Diego, California 92122 | (858) 404-9800 | info@rowemullen.com

​​​​​​​​ROWE|MULLEN

Erin L. McCreary, Esq.

Direct Dial: (858) 450-2208

Email: 


For additional information on specific estate planning techniques and articles, please go to:  McCrearyEstatePlanning.com


Obtain 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


     For more information about any one of the above topics, please go to:

      McCrearyEstatePlanning.com



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




Erin L. McCreary, Esq.

Direct Dial: (858) 450-2208

Email:  mccreary@rowemullen.com


For additional information on specific estate planning techniques and articles, please go to:  McCrearyEstatePlanning.com


Obtain 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


     For more information about any one of the above topics, please go to:

      McCrearyEstatePlanning.com



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




​LLP