Rich Gaines | Estate Planning

Legacy Legal

Rich Gaines | Legacy Legal

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Firm Summary

From his second year at Southwestern University School of Law, Rich knew that working with the tax law to benefit people in protecting and perserving their wealth for generations was his passion. Positively building up a person’s future while maximizing tax savings and protecting that wealth has been his mission ever since. To further his career Rich pursued and received a Master of Laws in Taxation from Denver University School of Law. Rich worked for a national CPA firm and then spent several years with prestigious law firms before establishing a private practice in Carlsbad California. Rich brings a unique learning environment to legacy planning allowing people to experience and explore new possibilities for themselves and their families. Rich holds workshops in a fun and provocative way where people are actively participating in building a secure future for themselves and their family. In a way, these techniques are breaking down the walls in how families are talking about money, bringing them together, fostering opportunity to create a common family vision and making their wealth last for generations.

EDUCATION & COURT ADMISSIONS
Rich proudly served two years as the chairperson of the North San Diego County Bar Association’s Tax Section and has testified as an expert witness in court. From 2000-2002, he was a Board Member and Treasurer of a prominent San Diego charitable organization.

Rich conducts public and private seminars, and has presented talks before such distinguished groups as the CPA/LAW Forum, the North Coastal Estate Planning Council, the California Society of Enrolled Agents and the North San Diego County Bar Estate Planning and Probate Section.