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Sara J. Egan

Sara J. Egan’s practice focuses in the areas of Estate Planning, Trust and Probate Administration, Business Planning, Business Formation, and Real Estate Planning. Sara’s background in business and real estate law is an asset to clients who turn to her for their trust and estate needs.

Many trust and estate matters involve businesses and real estate. Sara’s legal experience straddles these areas, providing clients with all-inclusive solutions involving investment properties, succession planning for businesses, buy-sell agreements, entity formation, and more, within the context of their estate plans.

Sara also assists individuals, families, fiduciaries, and businesses in establishing estate plans and with trust administration, estate tax returns, and more. She is a caring and knowledgeable guide for clients dealing with incapacity, disability, and death. During these stressful and often overwhelming times, Sara is a calming force dedicated to putting her clients at ease.

Sara enjoys being part of her Point Loma community with her husband and staying connected through travel and adventures with her three children who are off in college and beyond.

Background

  • Joined firm in 2010
  • California Polytechnic State University (San Luis Obispo), BS in Finance
  • University of San Diego School of Law, JD

Affiliations & Accolades

California Bar, member since 1994

Certified Specialist Estate Planning, Trust & Probate Law, the State Bar of California Board of Legal Specialization since 2019

San Diego County Bar Association

  • Estate Planning, Trust & Probate Law Section
  • Real Property Law Section
  • Business & Corporate Law Section

Probate Attorneys of San Diego

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