Simple to complex, we help families to implement their estate planning. But our true calling is to be there and of service when they need us most–at the death of a loved one. We help guide successor trustees, families, and the next generation through the labyrinth of trust administration or the administration of an estate.
As seasoned estate planning attorneys, we have seen it all, including prosecuting and defending both trustees and beneficiaries in complex trust and estate litigation in every virtually probate department in Southern California. No family wants to enter the litigation arena, which can be expensive and result in protracted delays, but having strength and expertise on your side can be the calm in a storm.
We take pride in helping families to implement comprehensive estate plans that go above and beyond to protect their families, but also on being a resource to families when they may need help in resolving disputes among family members and stakeholders after the death of a loved one.
Richard C. Watson III, Esq, LLM (tax), MSFS, ChFC, CLU
Richard C. Watson III, Esq, is the founder and principal of Watson Law Group, APC.
Richard is a graduate of the Orange County Bar Association’s College of Trial Advocacy program, Master Advocate with the National Institute of Trial Advocacy, and and a Master Graduate of the Keenan Trial Institute. He has been an adjunct professor at the University of California at Irvine and the American College, where he taught a variety of estate, business, and tax planning courses for many years. He is also currently faculty with the Keenan Trial Institute.
Formerly, Richard served as the Senior Director of Planning for Wells Fargo and for its Business Advisory Group, which consisted of Fiduciary Asset Management, M&A Advisory, Business Valuation, and Business Succession Planning practices. He managed a national team of specialists and helped to advise Private Bank clients on state of the art estate, tax, and business planning strategies.
He resides in North Tustin with his family and two dogs, two cats, and nine chickens.