Rodney Hatley

Top rated Estate Planning & Probate attorney in San Diego, California

Hatley Law Group, A P.C.
Rodney Hatley
Hatley Law Group, A P.C.

Practice areas: Estate Planning & Probate, Tax; view more

Licensed in California since: 1992

Education: University of San Diego School of Law

Selected to Super Lawyers: 2021 - 2026
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Hatley Law Group, A P.C.

12636 High Bluff Dr
Ste. 400
San Diego, CA 92130 Visit website
Details

Rodney Hatley is the founding attorney and principal of Hatley Law Group, A P.C., in San Diego, California, where he focuses exclusively on estate planning, probate administration and tax matters. His decision to focus on these fields was driven by firsthand experience with his father’s protracted, seven-year probate proceeding – an ordeal that underscored for him the devastating impact of high taxes, administrative delays and legal costs on family wealth.

Mr. Hatley began his legal career in personal injury litigation before accepting a commission with the U.S. Navy Judge Advocate General’s Corps. Over six years of active duty, he served as both a criminal defense counsel and a legal assistance attorney, then as a staff judge advocate and special assistant U.S. attorney. In recognition of his service, he received the Navy and Marine Corps Commendation Medal twice.

After leaving active duty, Mr. Hatley pursued advanced tax studies at the University of San Diego School of Law, earning a Master of Laws in taxation from its esteemed graduate program. He then transitioned into estate planning, trust administration and probate law – equipping families to protect and transfer their assets efficiently and cost-effectively. Admitted to practice in California (since 1992) and Tennessee (since 1987), he is also licensed in: 

  • The U.S. District Court for the Western District of Tennessee
  • The U.S. District Court for the Eastern District of California
  • The U.S. Court of Appeals for the 6th Circuit
  • The U.S. Court of Appeals for the Armed Forces
  • The U.S. Tax Court
  • The U.S. Supreme Court

Mr. Hatley holds a J.D., earned in 1986 from the University of Memphis Cecil C. Humphreys School of Law and a B.A. in political science, awarded in 1983 by Rhodes College in Memphis, Tennessee. His combination of military, litigation, and specialized tax training positions him to deliver comprehensive, strategic guidance to individuals and families at every stage of estate planning and administration.

Practice areas

Estate Planning & Probate, Tax: Business, Tax: Consumer

Focus areas

Estate Planning, Probate & Estate Administration, Tax Law

  • 80% Estate Planning & Probate
  • 10% Tax: Business
  • 10% Tax: Consumer

First Admitted: 1987, Tennessee

Professional Webpage: https://hatleylawgroup.com/about/rodney-j-hatley-estate-plan...

Bar / Professional Activity

  • California State, 1992
  • Tennessee State, 1987
  • State Bar of California, Estate Planning, Trust & Probate Law and Taxation Sections
  • The U.S. District Court for the Western District of Tennessee
  • The U.S. District Court for the Eastern District of California
  • The U.S. Court of Appeals for the 6th Circuit
  • The U.S. Court of Appeals for the Armed Forces
  • The U.S. Tax Court
  • The U.S. Supreme Court
  • North County Estate Planning Council
  • Tennessee Bar Association
  • ProVisors
  • WealthCounsel, LLC

Special Licenses / Certifications

  • California Life Insurance License (0C87849), 2018
  • California Real Estate Broker's License., 2014

Pro bono / Community Service

  • Executive Leadership Team, Leukemia & Lymphoma Society of San Diego
  • Nice Guys San Diego (Charity and Victory Fund Committees), 2012
  • San Diego Downtown Breakfast Rotary Club, 2012
  • Rady Children’s Hospital Foundation’s Estates and Trusts Council

Educational Background

  • The University of Memphis Cecil C. Humphreys School of Law, J.D., 1986
  • Rhodes College, Memphis, TN, B.A., Major: Political Science, Honors: Dean’s List, 1983

Scholarly Lectures / Writings

  • Chapter on spousal lifetime access trust or SLAT., Author, Spousal Lifetime Access Trust, Estate Planning Strategies: Collective Wisdom, Proven Techniques, 2d Edition, WealthCounsel, LLC, Law, 2022
  • Powerful estate planning strategies that instill values for generations., Foreword, Your American Legacy: Powerful Strategies That Instill Lasting Values For Generations, Best Seller Publishing, LLC, 2020
  • A guide to asset protection, tax, and estate planning for California doctors., Editor, For California Doctors: A Guide To Asset Protection, Tax and Estate Planning, Guardian Publishing, LLC, 2009
  • Practical answers from America's foremost charitable planning authorities, Co-Author, Giving: Philanthropy for Everyone (with Robert A. Esperti, Esq., and Renno L. Peterson, Esq.), Quantum Press, LLC, 2003
  • Probate information for naval judge advocates serving on active duty in California., Co-Author, California Probate Information, Naval Legal Service Office, Naval Station Treasure Island, San Francisco, CA, 1990
  • Case comment on Christensen v. Murphy., Author, Torts - Abolition of the Fireman's Rule in Oregon and What It May Mean for Tennessee - Christensen v. Murphy, 15 University of Memphis L. Rev. 312 (1985), 1985

Honors

  • Fellow, Esperti Peterson Institute
  • San Diego Super Lawyers, Thomson Reuters, 2025
  • San Diego Super Lawyers, Thomson Reuters, 2024
  • San Diego Super Lawyers, Thomson Reuters, 2023
  • SD500: The Most Influential People In San Diego, San Diego Business Journal, 2022
  • Top Wealth Managers of San Diego, San Diego Magazine, 2022
  • Leaders In Law: Estate Planning, San Diego Business Journal, 2022
  • San Diego Super Lawyers, Thomson Reuters, 2022
  • Nominee, Leukemia & Lymphoma Society Man of the Year, 2021
  • Leaders In Law: Estate Planning, San Diego Business Journal, 2021
  • San Diego Super Lawyers, Thomson Reuters, 2021
  • Top Wealth Managers of San Diego, San Diego Magazine, 2021
  • Finalist, Leaders In Law, Estate Planning, San Diego Business Journal, 2020
  • Best Attorneys, Estate Planning, San Diego Metro Magazine, 2020
  • Finalist, Leaders In Law, San Diego Daily Transcript, 2020
  • Top Wealth Managers of San Diego, San Diego Magazine, 2019
  • Best Attorneys, Estate Planning, San Diego Metro Magazine, 2018
  • Finalist, Best Estate Planning For Pre-Merger & Acquisition, BNY Mellon, 2015
  • Paul Harris Fellow, Rotary International, 2012
  • Fellow, Esperti Peterson Institute, 2003
  • "For meritorious service while serving as Staff Judge Advocate [i.e., General Counsel], Naval Air Weapons Station, China Lake, California, from August 1991 to August 1995. Lieutenant Hatley demonstrated exemplary leadership, initiative, and dedication through providing consistently outstanding legal services to the Station, its 8 tenants commands, and more than 1,250 active duty military, retired personnel, and their family members. During his tenure, he expertly prosecuted 30 Captain's masts [a form of non-judicial punishment whereby commanders administratively discipline troops without a court-martial], 5 courts-martial, and conducted 8 administrative discharge boards. Serving as the Command Liaison for the United States Attorney's office, he was frequently commended for his superb performance. He distinguished himself by presenting clear and concise briefs on Standards of Conduct to 5,600 military and civilian personnel during the Chief of Naval Operations mandated Sexual Harassment Training [in the wake of the Tail hook scandal]. Sensitive to the needs of remotely located legal assistance clients with immigration problems, his office coordinated with the Immigration and Naturalization Service for an unprecedented field visit to China Lake. His expertise, "can-do" attitude, and dedication to quality resulted in a total reorganization of the Staff Judge Advocate's Office's standard operating procedures for claims adjudication resulting in a marked improvement in processing times of 395 claims. Lieutenant Hatley's dedication, superb professionalism and untiring initiative reflected great credit upon himself and were in keeping with the highest traditions of the United States Naval Service.", Navy and Marine Corps Commendation Medal (Gold Star In Lieu Of Second Award), Department of the Navy, 1995.
  • "For meritorious service as Defense Counsel and Legal Assistance Officer at Naval Legal Service Office, (NLSO), Treasure Island from June 1989 through October 1990, and Officer-in-Charge, NLSO Detachment, Naval Air Station (NAS), Moffett Field, California from October 1990 through August 1991. As a Defense Counsel, Lieutenant Hatley provided zealous representation for 82 clients at courts-martial and administrative discharge boards. As one of the Navy's preeminent legal assistance officers, he provided superior legal assistance to over 2,000 clients. During Operations DESERT SHIELD and DESERT STORM, Lieutenant Hatley made numerous pre-deployment assistance visits which included around-the-clock work for 19 consecutive days. As Officer-in-Charge at NLSO Detachment, NAS Moffett Field, he provided superb personal representation and legal assistance services. When two P-3C Orion aircraft collided, Lieutenant Hatley provides expert and timely advice to the command and extraordinary legal assistance to the dependents [family members] of the 27 service members who perished. By his exemplary performance, initiative, and loyal devotion to duty, Lieutenant Hatley reflected credit upon himself and upheld the highest traditions of the United States Naval Service.", Navy and Marine Corps Commendation Medal, Department of the Navy, 1991.
  • National Defense Service Medal, Department of Defense, 1990

Industry Groups

  • and Small Business Owners.)
  • Attorneys
  • Dentists
  • Doctors
  • Highly Compensated Executives
  • Professionals (Accountants
  • Real Estate Investors
  • Serial Entrepreneurs

Office location for Rodney Hatley

12636 High Bluff Dr
Ste. 400
San Diego, CA 92130

Phone: 858-225-5076

Selections

6 Years Super Lawyers
  • Super Lawyers: 2021 - 2026

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