I am writing for the purpose of recommending, in the strongest possible terms, that anyone in the San Diego area who needs legal advice or representation in the creation or administration of a special needs trust should consult Battaglia & Waltari, Attorneys at Law. I have worked with several other law firms in the administration of special needs trusts, and I wish that I could fire everyone else and work exclusively with Battaglia & Waltari. Their professionalism, experience and expertise are unrivaled, and the results they deliver consistently exceed my expectations. I appreciate them more every time I work with them, and I wholeheartedly recommend them.
-Bank Trust Officer
Having been referred to Carol Battaglia and her office by my own attorney, I anticipated being in good hands. I was indeed.
My first contact was with Melissa Bovet, Carol's legal assistant. Professional and conscientious in every way, she started with driving directions, listened and re-counted our situation accurately, set and confirmed appointments, followed up on documents and paperwork and became a trusted intermediary.
Vicki Vaughan was the attorney who supported us in establishing a trust for my sister. She efficiently facilitated the process while always keeping us informed.
Carol Battaglia's knowledge and bedside manner gave us confidence we were in the right place and put us at ease. Her communication with and trust in her staff was evident throughout our relationship. I must add, I always felt Carol and her firm respected our money.
-Special Needs Trust and Medi-Cal Estate Recovery Client
"Thank you so much for your very prompt and helpful attention to our family. It is such a relief to have the conservatorship in place and to get on with regular life back as it is. We always felt in the loop and never questioned where we were in the process. Thank you for making this easy. "
"My compliments to Carol Battaglia for providing that rare combination of personal engagement, compassion, and incisive legal counsel through difficult and sometimes volatile circumstances; ultimately achieving better than hoped for results."
"I felt very comfortable with Mary Waltari! She answered all of our questions. The whole estate planning process seemed very efficient and personal. She gave us a fresh start with our trust and we felt so good when we finished the estate planning process. Mary is a very special lady!"
-Estate Planning Client
"Thank you for all you have done. My wife and I appreciate it greatly. You all have a wonderful, informal, "family style" office and practice... Your practice is a delight in this day and age! We wish you all the best."
-Estate Planning Client
"Mary was a fountain of knowledge and went above and beyond to help my daughter get the most out of her benefits."
-Special Needs Trust Client
"My wife and I recently completed a comprehensive review and redesign of our Family Trusts', our wills' and health directives. We are both in our 70's and have had extensive experience with legal advisors and law firms in both our personal and business venues. We are ecstatic and very fortunate to have finally found the ideal legal advisor. Amazing! Our trust Attorney Mary Waltari is clearly an exceptional professional in every respect. Her questions and recommendations are always right on target, her extensive knowledge of the law and her personal demeanor has fostered a unique creative atmosphere which has enabled my wife and I to rapidly tailor our individual trust documents to meet our unique needs. It has also been a pleasure to see that the firm's document generation process was well constructed, clear, concise and truly representative of our long term needs. The legal and support staff at Battaglia & Waltari were also a joy to work with. We enthusiastically give our highest recommendation for this firm."
-Estate Planning Client
"Words cannot possibly convey the gratitude I have for Carol Battaglia, Melissa Bovet and the amazing staff at Battaglia & Waltari. As a parent, doing a conservatorship for your child with special needs when they turn 18, you are completely overwhelmed and emotionally drained. Their professionalism, but more importantly their kindness, compassion and patience made the process so easy and painless. As a single Mom, without nearby family, my case was a somewhat different than usual, but they were so flexible and willing to work it out in a way that best protected my daughter. Their compassion and patience with me and my many questions and emotional overwhelm is something for which I will be forever grateful. On the professional side everything was done perfectly. The attorney who was assigned to represent my daughter told me in court that she, also, was very impressed by them. "
"On behalf of the Professional Fiduciary Association of California, I would like to thank you for your presentation on special needs trusts. Our members and guests came knowing that you both are experts in the field and that the information would be very valuable to their practices. Once again, thank you for giving your time and sharing your knowledge."
- Professional Fiduciary Association of California, San Diego Region
San Diego Magazine Best Lawyers, 2013
San Diego Magazine Best Lawyers, 2014
Martindale Hubble A/V Preeminent Rating- Highest possible rating in both
legal ability and ethical standards.
Down Syndrome Association annual DSA Dinner Dance 2013 Table sponsor
Teri Incorporated, Campus of Life 2014 Cuvee Delle Vite Table Sponsor
Elder Law and Advocacy Golf Tournament, Hole Sponsor 2013, Auction sponsor 2014
19th Annual PFAC Educational Conference Sponsor 2014
Involved Exceptional Parents Day Conference Table Sponsor 2012-2014
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