Estate planning viewed through the lens of asset protection.®

Attorney Rod Hatley’s Achievements

Honors And Awards

  • Leaders In Law Finalist, Estate Planning, San Diego Business Journal (2020)
  • San Diego Top Wealth Managers / Five Star Investment Professional Award, presented by Five Star Professional, San Diego Magazine (2019)
  • Best Attorneys, Estate Planning, SD METRO formerly San Diego Metropolitan Magazine (2018 and 2020)
  • BNY Mellon Advisor of the Year Finalist, Best Estate Planning for Pre-Merger & Acquisition (2015)
  • Rotary International Paul Harris Fellow Award (2012)
  • Navy and Marine Corps Commendation Medal (Gold Star in Lieu of Second Award) (1995)
  • Navy and Marine Corps Commendation Medal (1991)
  • National Defense Service Medal (1990)

Organizations And Community Involvement

  • American Cancer Society (San Diego Community Leadership Council)
  • Business Executives Council (Board Member)
  • National Network of Estate Planning Attorneys
  • Navy League of the United States (San Diego Council)
  • Nice Guys of San Diego (Member)
  • North County Estate Planning Council (Member)
  • ProVisors
  • Rady Children’s Hospital Foundation’s Estates and Trusts Council (Member)
  • San Diego Downtown Breakfast Rotary Club (Member)
  • University Club Atop Symphony Towers
  • Vistage
  • WealthCounsel, LLC

Publications

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Rod was featured in the January 2019 San Diego Magazine. Five Star Professional recognized Rod with its “2019 San Diego Top Wealth Managers / Five Star Investment Professional Award.” Five Star Professional conducts research to help consumers with the important decision of selecting qualified service professionals. Rod was one of three experts who received the investment professional award. The award was based on 10 validation criteria.

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Rod was recognized and honored as one of the San Diego Business Journal’s Finalists in its 2020 2nd Leaders in Law Awards. The designation was based on the judging panel’s review of an attorney’s accomplishments and community involvement. As an estate planning attorney, credibility and integrity sure go a long way to make people comfortable during the planning process.

Rod Hatley was named one of San Diego’s 2020 TOP BEST ATTORNEYS in the May 2020 issue of the SDMETRO Magazine. He was also featured in the April 2018 TOP BEST ATTORNEYS issue.

Other publications Rod has been featured in:

  • Foreword for: Your American Legacy: Powerful Strategies That Instill Lasting Values For Generations by Stan Miller, Author, 2020
  • ​For California Doctors: A Guide to Asset Protection, Tax and Estate Planning
    2009, Guardian Publishing, LLC, Editor
  • Giving: Philanthropy for Everyone
    2003, Quantum Press, LLC, Coauthor
  • California Probate Information
    1990, Naval Legal Office, Naval Station Treasure Island, San Francisco, CA
    Coauthor
  • Case Comment, Torts—Abolition of the Fireman’s Rule in Oregon and What It May Mean for Tennessee—Christensen v. Murphy, 296 Or. 610, 678, P.2d 1210 (1984) 1985, 55 University of Memphis L. Rev. 312