Nicole Davidson is a trusts and estates attorney licensed to practice law in California and Florida. As an estate planner, she drafts revocable living trusts, wills, durable powers of attorney, advance health care directives, marital property agreements, and special needs trusts. Nicole employs sophisticated strategies to minimize or eliminate estate taxes, such as adding disclaimer, bypass, QTIP or QDOT provisions to revocable living trusts; designing gifting plans; and creating life insurance trusts, minor’s trusts, dynasty trusts, charitable trusts, grantor retained trusts, and family limited partnerships. She guides trustees through the administrative process and represents personal representatives in uncontested probates.
Nicole’s clients have also called upon her expertise in business matters ranging from incorporation to mergers & acquisitions. She routinely prepares succession plans for business clients, including buy-sell, consulting, and non-compete agreements.
Nicole received her B.S. in Psychology, with high honors, from Eckerd College in 1999. She then earned her J.D. from the University of San Diego in 2001. She was a member of the San Diego Law Review, which published her comment, “Internet Gambling: Should Fantasy Sport Leagues Be Prohibited?” in 2002.
A recipient of the Alec L. Cory Award for Outstanding Pro Bono Service, Nicole’s law school experiences include directing Pro Bono Legal Advocates, externing for a federal court, judge conducting preliminary hearings for the District Attorney’s Office, representing clients through the University of San Diego Tax Clinic, assisting a professor with criminal defense research, mediating for the San Diego Mediation Center, and assistant-teaching law courses. She also received the American Jurisprudence award in Biotechnology Law.
Nicole lives in Alamo with her husband and son. She enjoys working out, reading, winetasting, and traveling.