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The San Diego, Del Mar, Carmel Valley estate planning law firm of Hatley Law Group APC engages in “estate planning viewed through the lens of asset protection.”®
In practice since 1996, attorney and founder Rod Hatley believes estate planning is not only about passing on financial wealth, but also intellectual, spiritual and human wealth.
Status quo estate planning traditionally focuses only on financial wealth – which is both limiting and short-sighted. Hatley Law Group provides a framework for a more holistic approach to family wealth planning. Rod Hatley helps clients pass on their values, insights, stories and experiences to their children and grandchildren, making sure all are preserved – creating a living legacy.
Using trusts, wills, powers of attorney, asset protection, tax planning, charitable planning and more, Rod Hatley helps families preserve their wealth and values for future generations. As an experienced asset protection law firm, Rod Hatley works with clients to minimize estate taxes, avoid probate and conservatorship, structuring ownership of assets so they are safeguarded from creditors and predators.
Putting off planning ahead to preserve your assets for your loved ones can result in both heartache and financial loss. Click here to download a PDF of the Hatley Law Group flyer. It serves as a brief summary of the website, and it can be shared with loved ones and family.
The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate.
Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating. As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee.
Rod began his legal career working in personal injury litigation and then for the U.S. Navy Judge Advocate General’s (JAG) Corps, first as a criminal defense counsel and legal assistance attorney and then as a staff judge advocate and special assistant U.S. attorney. During this time he received the Navy and Marine Corps Commendation Medal two times.
In 1995, based on his experience with his father’s seven-year probate, Rod decided he wanted to learn more about tax law and to find out the best way to ensure that family wealth wouldn’t be devastated by confiscatory estate taxes and the costs and delays of probate. After coming off of active duty in the JAG Corps, Rod pursued a Master of Laws from the University of San Diego School of Law’s acclaimed graduate tax program and shifted into estate planning, trust and probate law. Rod is licensed to practice in California and his home state of Tennessee.
When he isn’t busy with his practice, Rod enjoys scuba diving (he is open water certified), snorkeling, and surfing (which he does very badly) in San Diego. He is a fan of midcentury modern architecture and volunteers his time to the American Cancer Society Community Leadership Council and the Nice Guys San Diego charity.