About Marilyn Shea

Immediate Past President, National Academy of Elder Law Attorneys, Southern California Chapter

 

Marilyn Shea has been an attorney for over 30 years and has been doing estate planning for over 25 years.

 

Her practice emphasizes trusts, wills, trust administration, probate, conservatorships, and special needs trusts. She also does special trusts (with Medi-Cal planning techniques) as well as special lengthy powers of attorney especially for Medi-Cal planning.

 

Marilyn’s varied professional background includes television appearances and hosting a weekly radio program with a focus on estate and retirement planning issues. She is an in-demand speaker and has addressed hundreds of audiences, blending her informative presentations with a sharp wit. She is an active volunteer in her community and her church.
Immediate Past President, National Academy of Elder Law Attorneys , Southern California Chapter
Member, California State Bar Association-Trusts and Estates Section
San Diego North County Bar Association
Rancho Santa Fe Business and Professional Women-Past President
Carlsbad Newcomer's Club-Board Member Daughters of the American Revolution-Chapter Board Member St. Elizabeth Seton Women's Club-Board Member, Committee Chairperson Aviara Women's Club-Committee Chairman
Protect Yourself
What is Estate Planning?
Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided for in their absence.
What is Medi-Cal planning?
Medi-Cal Planning is about asset preservation. It involves the purchasing, transferring, conversion and/or liquidating of assets to enable you or your loved one to qualify under Medi-Cal's test of income and resources.
Upcoming Seminars...

Wednesday, July 28
San Marcos

 

Thursday, July 29
Oceanside

 

Friday, July 30
Escondido

 

Saturday, July 31
Vista

“I learned about the new laws… Best seminar I ever attended.” —Mike W.
Read more
Articles
Will Your Living Trust Work When You Need It?
Who Would Raise Your Children?
Mom Has Alzheimer’s
Avoiding Probate, Etc.
Estate Planning Quiz
Call Now : (760) 721-0600

Preferred method of contact: Telephone. Please call (760) 721-0600. Your call will be returned within 24 hours, Monday to Friday.

 

“Thank you for your expertise, your thoroughness, your explanations, and your patience. We now feel more comfortable in these retirement years knowing the legal aspects of our estate are in good order.” —A.N., Oceanside

 

“Thank you for your expertise, your thoroughness, your explanations, and your patience. We now feel more comfortable in these retirement years knowing the legal aspects of our estate are in good order.” —A.N., Oceanside

National Academy of Elder Law Attorneys
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DISCLAIMER: Marilyn Shea of Estate Preservation Group has not been and is not affiliated with any other individuals or groups, including a firm with a similar name in Orange County. The content of this website has been created by Estate Preservation Group for general information and advertising purposes only. No attorney-client relationship is established between Estate Preservation Group and any reader who views the contents of this website. The information provided is only a general statement of the laws which change from time to time and regulations of California which are subject to change at any time (this website is not intended to be, nor does it constitute, legal advice). No one should rely on the information provided by this website without first obtaining legal advice from an attorney in their jurisdiction. This may contain information which is not absolutely current.