The Law Offices of Jacqueline Real-Salas is a full service Estate Planning & Tax Planning law firm. They provide comprehensive planning in the areas of wills, trusts, powers of attorney, medical directives, advanced estate planning, income tax planning, probate & trust administration, probate avoidance planning, special needs trusts, disability planning and asset protection. Jacqueline Real-Salas serves clients and their families all throughout the Los Angeles Area, including Temecula, Pasadena, Murrieta, French Valley, North San Diego County, and the surrounding areas, cities and towns.
Jackie is a certified specialist in estate planning, trust and probate law, accredited by the State Bar of California Board of Legal Specialization, who concentrates her law practice in the areas of estate planning, trust administration, estate, gift and income tax minimization, asset protection, special needs trusts, pet trusts, and probate. To better assist clients with more complex matters, Jackie holds a Masters in Taxation Law. Her counseling style and planning process guides clients through setting personal and financial goals, identifying obstacles and implementing wise solutions. She is passionate about helping clients solve their most burdensome worries, and she enjoys collaborating with other advisors to achieve best outcomes.
Jackie has counseled many individuals in the creation of customized estate plans and wealth transfer planning designed to maximize control, streamline transitions, protect assets from predators and creditors and minimize estate, gift and income taxes.
Jackie has also worked with many individual trustees in carrying out all aspects of trust administration, including complying with California law and governing documents, preparing estate tax returns, making portability elections, handling estate tax audits, making trust allocations and distributions, and winding up trusts. Further, she has represented corporate trustees in a variety of fiduciary matters and has advised them as to their fiduciary duties in administering, modifying and terminating trusts. In furtherance of litigation avoidance strategies, Jackie has counseled beneficiaries of trusts and estates in contentious matters and has helped clients avoid costly litigation by reaching satisfactory resolutions with their opponents.
When not helping clients, Jackie spends time with her husband and family at their horse ranch in Temecula, where they have three horses and three dogs. She enjoys riding and competing in dressage, gardening, reading, and volunteering for charities that benefit people with special needs. While born in the U.S., she grew up in Argentina and is fluent in Spanish.
Education and Professional Affiliations:
Jackie graduated second in her class from Southwestern University School of Law (SCALE), where she was a member of the Law Review and received several academic awards, including an award in taxation law. She also graduated with honors from Loyola Law School’s Masters in Taxation (LL.M.) program, and from the Laureate program for wealth advisors, to which she frequently returns as a lifelong student. Jackie is certified by the State Bar of California Board of Legal Specialization in estate planning, trust and probate law.
Jackie is licensed to practice in California and before the U.S. District Court for the Central District of California. She is a past Chair and current member of the editorial board of the Los Angeles Lawyer Magazine, a monthly publication of the Los Angeles County Bar; she is also a member of the Executive Committee of the Los Angeles County Bar’s Trusts and Estates Section, the Los Angeles County Bar Association and the Riverside County Bar.
Jackie has lectured on topics related to estate planning and taxation to various audiences, including attorneys attending educational lectures put on by the Los Angeles County Bar, the Pasadena Bar Association, the State Bar of California, the USC Gould School of Law Trust and Estate Conference and the California Society of CPAs. She has authored many articles published in legal and consumer publications. She is a past member of a Pasadena trusts and estates boutique firm where she focused on high net worth and generational family planning.
Areas of Practice
Follow the links below to learn more about our essential estate planning, advanced estate and tax planning, trust administration and probate, business and real estate planning, asset protection, special needs trust and pet trust planning services:
Essential Estate Planning
“Estate Planning” is the process of getting one’s affairs in order, so that personal, investment and business assets can be efficiently managed during life and passed on after death.
Advanced Estate & Tax Planning
Many of our clients have complex estates that require special skill and attention. If you own a closely held business, investment real estate, are a professional, have a family with sensitive needs, or if you are a high net worth individual with a taxable estate, your planning needs go beyond the essential estate plan.
Trust Administration & Probate
When a settlor establishes an irrevocable trust or the settlor of a living trust dies, the trust’s administration process begins. Trust administration involves working with the trustee (or sometimes one or more beneficiaries) to ensure compliance with the requirements of the trust document and applicable laws.
Business & Real Estate Planning
Many of our clients’ net worth and cash flow is or will be derived from a closely held or family business. Whether a business is at the formation, growth or exit stage, our collaborative planning services can help business owners tackle transitions gracefully.
Asset protection is the process of restructuring the ownership of assets in a way that provides the maximum protection against creditors, predators, divorce, taxes, and litigation available under the law. Asset protection can provide great advantages to owners of property, professionals such as doctors and lawyers, real estate developers, and even heirs or beneficiaries. Through proper planning, assets can be protected during the owner’s life and during the life of beneficiaries or heirs.
Many of us love our pets and consider them part of the family. But what would happen to our pets if we became incapacitated or died? The estate planning process can provide for the wellbeing of our pets too.