Mr. Achtel combines a thorough understanding of trust and estate litigation with an ability to navigate the nuances of each case. Working with clients to establish clear expectations and maintaining close contact throughout a case are his top priorities.
Though his legal expertise is highly specialized – trust and probate litigation, trust and probate-related elder abuse, probate conservatorships, trust administration, and general probate matters – his cases are diverse. Mr. Achtel’s typical clients include family members, beneficiaries, and trustees. As with any area of the law involving high emotions and distrust, Mr. Achtel understands the divisive issues his clients are struggling with and works to help them achieve satisfactory results and peace of mind.
Joining the firm in 2013 as Partner, Mr. Achtel brings noteworthy credentials and accolades in his field. He is a certified specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization and has been rated “AV Preeminent” by Martindale Hubbell™ achieving the highest possible rating for both Legal Ability and Ethical Standards. He was named a Top Attorney in Estate Planning, Probate, and Trust by the San Diego Daily Transcript in 2012, an honor limited to the top ten trust and estate attorneys in San Diego as nominated by his peers. Mr. Achtel was also recognized as a Top Lawyer in San Diego from 2013 to 2018 for his practice in Trusts and Estates, as well as named a Southern California Super Lawyers® from 2013 to 2016 for the practice area of Estate and Trust Litigation, an honor limited to no more than five percent of the attorneys within California.
In his community, Mr. Achtel has served as a volunteer advocate for elders’ rights with San Diego Elder Law Advocacy. He also formerly served on the Board of Trustees for the San Diego Law Library, Board of Directors for the San Diego Justice Foundation, Board of Directors Del Mar Chamber of Commerce, Chair of Legislative Affairs for the Del Mar Chamber of Commerce, and volunteer mediator with the San Diego Municipal Court. Mr. Achtel also formerly served as Court Appointed Attorney and Guardian ad Litem for the San Diego Superior Court, Probate Division.
Currently, Mr. Achtel volunteers his time as Judge Pro Tem for San Diego Superior Court, Probate Division, hearing cases in probate court and handling mandatory settlement conferences. Mr. Achtel also donates his time through Congregation Beth Am.
Roland Achtel – Your Certified Specialist in Estate Planning, Trusts & Probate Law.
A couple of things you can do to avoid estate disputes is to make sure that there’s open communication between whoever’s managing the estate, such as the trustee or the executor, and the beneficiaries. It’s important to freely communicate to avoid any concerns or belief that things are being hidden from the beneficiaries. If you can’t get the answers you want, I recommend highly that you get it in writing to create a paper trail. And if you still can’t come to resolution, it’s time to talk to your attorney.