Phone: (858) 875-0429
Cell: (858) 880-6653
Ms. Hall is responsible for the administration of trusts for individuals, families and private foundations. This includes family limited partnerships and charitable trusts. Additional responsibilities include the management of real estate held in trust; vacant land, commercial industrial, multi-family rentals and residential properties. With over 25 years experience, Ms. Hall’s clients benefit from her knowledge of sophisticated estate plans, complex property transfers and sensitivity to family situations. Previously, she held positions at San Diego Trust & Savings Bank and most recently with U.S. Bank. Ms. Hall volunteers with Voices For Children and is a Court Appointed Special Advocate (CASA) for children in the foster system. She is a member of the North County Estate Planning Group and the La Jolla Probate Section. Melissa graduated from Cannon Financial Institute, Trust School, obtaining her designation as a Certified Trust and Financial Advisor from The Institute of Certified Bankers.