Experience – Knowledgeable – Caring

Carolyn R. Brock

Carolyn R. BrockCarolyn R. Brock graduated from Thomas Jefferson School of Law in December of 1994 where she was on the National Deans List from 1991 – 1993, and a member of the San Diego Justice Journal law review writing staff from 1992 – 1993.

Ms. Brock was certified as a legal specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization on June 1, 2004.

    Areas of Practice:

  • Estate Planning
    • Trusts (revocable and irrevocable)
    • Wills
    • Advance Healthcare Directives
    • Durable Powers of Attorney
  • Probate
  • Trust Administration
  • Business/Incorporation

Published Works:

Ms. Brock is the author of various articles including: “Nonfiduciary Liability Under ERISA”, San Diego Justice Journal Vol. 1, No. 1, Summer 1993; “Drafting Qualified Domestic Relations Orders”, Dicta, San Diego County Bar Association, Lawyers Magazine, September, 1996; “Another QDRO Pitfall: Early Retirement Incentive Programs – Separate or Community Property?”, Dicta, San Diego County Bar Association, Lawyers Magazine, June 1997. Most recently Ms. Brock was published in Business Succession Planning: Strategies for California Estate Planners and Business Attorneys (Cal CEB 2010), Chapter 20, “Integrating Succession Plan with Estate Plan” as a co-author with Kevin S. Veenstra, Esq.

Public Speaking and Lecture:

Ms. Brock has lectured on Estate Planning and probate for professional and public groups. In particular, National Business Institute for Continuing Legal Education for Professionals between 2007 and 2009, lectured on Probate Basics; Advanced Probate Issues; Estate Planning Basics, Drafting Wills & Trusts; and Asset Protection in Every Day Planning.

Ms. Brock has been teaching a paralegal class on Estate Planning and Administration through the University of California Extension Paralegal program offered as an elective each Spring which she has enjoyed since the Spring of 2011.

Professional Associations and Memberships:

Ms. Brock is a member of the California Bar Association and Foothills Bar Association of San Diego County. Ms. Brock was a member of the Board of Directors of the Foothills Bar Association from 2006 until 2016, where she served as the 2012 President of the Board.

Additionally, Ms. Brock was appointed by the Board of Supervisors of the County of San Diego to the San Diego County Law Library Board of Trustees, where she served from 2006 until  2014.  Ms. Brock was the 2013 and 2014 Vice-President of the Board of Trustees and Chair of the Strategic Planning Committee.

Bar Admissions:

  • California
  • U.S. District Court Southern District of California
  • U.S. Court of Appeals 9th Circuit

 

20 years                             client award