Mary L. Waltari

Before becoming an attorney, Mary worked in the securities and investment banking industry, primarily in management positions. After graduating from University of San Diego Law School, Magna Cum Laude, Mary began her legal career practicing in business and securities litigation. After ten years, she decided to change her focus to the estate planning field. She enjoys helping clients through the process of planning for their families, and especially for those family members with special needs. She practices in estate planning, first and third party special needs trusts as well as conservatorships. Mary is a member of the Special Needs Alliance, a select group of nationwide attorneys committed to helping individuals with disabilities and the families and professionals who serve them. She has lobbied in Washington, D.C. for legislation to allow greater access to special needs trusts for individuals. Mary is a frequent lecturer on special needs trusts and conservatorships to both professional and parent organizations. She has been active in promoting and coaching adaptive sports and currently assists in an adaptive horse therapy program.

Admitted
California State Bar, 1991
United State District Court, Southern District of California
United States District Court, Northern District of California
United States District Court, Central District of California
United States Court of Appeals, Ninth Circuit

Education
University of San Diego, School of Law, San Diego, California Juris Doctor, magna cum laude, May 1991
San Diego State University, San Diego, California B.S. Financial Services, December 1984
Member (past and present)
Special Needs Alliance
San Diego Volunteer Lawyers Program
San Diego County Bar Assoc. Member of Literacy Subcommittee
William B. Enright Chapter of the American Inns of Court
American Business Trial Lawyers Association
San Diego Lawyers Club

Legal Activities (past and present):
San Diego Municipal Court, Judge Pro Tem
Frequent Lecturer on Estate Planning and Special Needs Trusts


 

Email: mary@battagliawaltari.com Phone: (858) 689-0613 - Ext. 302