Carol S. Battaglia

Carol Battaglia has been working in the area of trusts, probate, conservatorships and public benefits for over 20 years. She is recognized as one of the foremost authorities on Special Needs Trusts in California. She became interested in estate planning and Medi-Cal benefits while helping her parents and her in-laws plan for aging and disability. Later she started to focus on the field of Special Needs Trusts which stemmed from her desire help her brother in-law who is autistic. Carol has written numerous articles on the subject of Special Needs Trusts, including authoring a chapter of the Continuing Education of the Bar’s Treatise on Special Needs Trusts. She was also the first attorney in San Diego County invited to be a part of the prestigious, nationally recognized Special Needs Alliance. Carol is frequently invited to share her knowledge at seminars and conferences throughout the state and nationwide. In her spare time she enjoys traveling, doing Yoga and Pilates and spending time with her family, especially her husband Tony.

Admitted

1990, California and U.S. District Court, Southern District of California
1994, U.S. Supreme Court

Law School

National University, J.D., 1990

College

University of Nebraska at Lincoln, B.S., 1969
San Diego State University, M.A., 1974

Member

Special Needs Alliance
San Diego County and American Bar Associations
State Bar of California
Lawyers Club of San Diego
California Women Lawyers
National Academy of Elder Law Attorneys
Consumer Attorneys of San Diego

Legal awards and activities
  • Delta Theta Phi. Recipient: Am Jur Award For Constitutional Law
  • Am Jur Award for Trial Techniques. Author: “Settlements for Minors & Incompetent Persons,” Trial Bar News, May 5, 2001
  • “Litigation Special Needs Trusts,” Trial Bar News, June/July 2001.
  • Speaker: “Planning with Special Needs Trusts in California,” NBI, 2003
  • “Estate Planning for Families with Developmentally Disabled Children,” Parent Advocates Seeking Solutions (P.A.S.S.), April, 18, 2002
  • “Special Needs Trusts and SSI,” Californians for Disability Rights, April 7, 2003
  • “Special Needs Trusts, Trust Drafting Seminar,” Sterlling Educational Services, LLC, May 22, 2003
  • San Diego Magazine, Best Lawyers in San Diego, March 2013
  • Martindale Hubbel AV preeminent Attorney


  carol@battagliawaltari.com
(858) 689-0613 - Ext. 301