Nicole M. Paschoal

NP
  • Associate at Withers Bergman LLP (417 Attorneys)
  • 6050 El Tordo, P.O. Box 2329, Rancho Santa Fe, CA 92067
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Biography

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.”

Talks

‘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 - January 29 and 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 & Credentials

Contact Information:
University Attended:
California Polytechnic State University, San Luis Obispo, B.A., cum laude
Law School Attended:
University of San Diego School of Law, J.D., cum laude
Year of First Admission:
2018
Admission:
2018, California
Memberships:

Memberships

State Bar of California, Member

San Diego County Bar Association, Member

ISLN:
1000389748

Peer Reviews

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Rancho Santa Fe, California

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