Carl Jones | San Diego Estate Lawyer

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About Carl

Carl L. Jones is a San Diego-based attorney specializing in Probate, Trust Administration, Contested Trust Matters, Estate Planning, Guardianships, Conservatorships, Business Formation, and Tax Controversies.

Mr. Jones attended the University of Utah, earning a Bachelor of Science in Communications. After an eight-year career as a web programmer, Mr. Jones attended the University of Montana School of Law, where he earned his Juris Doctor. While in law school, Mr. Jones assisted a committee of prominent lawyers and bankers in passing legislation that updated trust laws in Montana. After graduation, Mr. Jones received two merit-based scholarships to study at the University of San Diego School of Law, where he earned a Master of Laws in Taxation (LL.M.).

Mr. Jones is a member of the State Bar of California and the State Bar of Montana. He is licensed to practice in all California State Courts, the United States District Court Southern District of California; and the United States Tax Court. He is an active member of the San Diego Bar Association and regularly attends continuing legal education seminars throughout the state.

Prior to joining Preovolos, Lewin & Hezlep, ALC, Mr. Jones worked with firms that focused on estate planning, corporate compliance, and litigation. He also assisted low-income individuals with tax controversies against the Internal Revenue Service (IRS) and the California Franchise Tax Board (FTB). Mr. Jones has drafted over ten writs of mandate and has experience with the appeals process.

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Experience

Attorney

Preovolos Lewin & Hezlep, ALC

2015 - Present

Attorney

Rosner, Barry & Babbitt

2014 - 2015

Attorney

Keegan & Baker

2014 - 2015

Legal Researcher

Rivera and Schumacher, APC

2013 - 2014

Admission

Verified California

2014

Verified Montana

2013

Education

University of San Diego School of Law

LL.M (Taxation)

2014

University of Utah

BS (Communications)

2001

Recognitions & Achievements

Associations
  • Tom Homann Law Association Member
    2015 - Present
  • American Bar Association Member
    2013 - Present
  • San Diego Bar Association Member
    2013 - Present
Honors / Awards
  • Intern of the Year University of San Diego
    2014 / 2014

Notable Work

Cases

Estate of Casserley (appeal)

Successfully defended appeal by a creditor of decedent's estate.