San Diego Attorney Sara 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 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 neighborhood and volunteering to support her kids’ pursuits with sailing, musical theatre and philanthropy.

“We provide effective, sensible, solution-oriented advice and planning tools because our team has just the right combination of experience, expertise, and practicality.”

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 State Bar – member since 1994
  • Certified Specialist in Estate Planning, Trust & Probate Law, 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

Contact

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