Learn More About Your Estate Planning Options in Our Collection of Informative Articles

It can be challenging to find legal information that is free from jargon and confusing references. Our Carlsbad law firm has taken the time to help educate the southern California community with this collection of short essays. Please browse through our library to learn how careful estate planning can best protect your loved ones.

  • Page 1
  • 7520 Rate The interest rate for a particular month is the rate that is 120 percent of the applicable federal midterm rate (compounded annually) for the month in which the valuation date falls
  • 709 Gift Tax Return An IRS tax form used for transfers subject to the federal gift and certain generation-skipping transfer (GST) taxes, and for allocation of the lifetime
  • Valuation Discounting A valuation method used to estimate the attractiveness of an investment opportunity in order to discount the value of the asset.
  • Trust Protector A person or entity who can make certain limited changes to the trust, such as fill in a Trustee vacancy, interpret trust terms, move the administration of the trust to a new state, or grant certain powers to the Trustee or to a beneficiary.
  • Trustee Trustee, For more information on this topic, contact us at http://geigerlawoffice.com/contact.cfm or call (760) 448-2220
  • Spendthrift Trust Spendthrift Trust, For more information on this topic, contact us at http://geigerlawoffice.com/contact.cfm or call (760) 448-2220
  • Short-Term GRAT Short-Term GRAT, For more information on this topic, contact us at http://geigerlawoffice.com/contact.cfm or call (760) 448-2220
  • Self-Settled Asset Protection Trust Self-Settled Asset Protection Trust, For more information on this topic, contact us at http://geigerlawoffice.com/contact.cfm or call (760) 448-2220
  • Rolling GRAT Rolling GRAT, For more information, visit us at http://geigerlawoffice.com/contact.cfm or call (760) 448-2220 to schedule an appointment at Geiger Law Office
  • Revocable Trust Revocable Trust, For more information, visit us at http://geigerlawoffice.com/contact.cfm or call (760) 448-2220 to schedule an appointment at Geiger Law Office