Rosemary Perna

ATTORNEY ROSEMARY A. PERNA

Rosemary A. Perna works in the areas of Estate Planning, Probate, and Trust Administration, and Conservatorships.

Rosemary has a sympathetic and heartfelt approach to handling sensitive client matters. Whether it is the death of a loved one or the realization that an adult needs the protection of a conservatorship due to dementia, Rosemary works to help educate her clients and alleviate fear and anxiety as much as possible.

Rosemary represents mostly individuals and families and believes in a comprehensive approach, taking into account her client’s unique circumstances and family relationships.

“As estate planning attorneys, we have an opportunity to help families pass their wealth to the next generation in the way that is best for the particular family and for the beneficiaries as well. When we become involved in a trust administration, we have an opportunity to make certain that the transition is orderly and goes as smoothly as possible for the bereaved family; it is extremely important that we be very sensitive to the fact that the trust is being administered due to a death and that we are dealing with a person or persons who have suffered a great loss.”

Background

  • Joined firm in 2011
  • California Bar – member since 1986
  • University of California Santa Barbara, B.A.
  • University of San Diego Law School
  • Probate Attorneys of San Diego, Member
  • Estate Planning Council of San Diego, Emeritus Member
  • Probate Section of the San Diego County Bar Association

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