- Page 7
-
What is a No-Contest Clause in a Will or Trust in California?What is the purpose and the implications of a no-contest clause in trusts or wills in California? Click here to read more.
-
What Happened to Stephen “tWitch” Boss’ Estate After He Died Without a Will?Discover consequences of dying without a will in California. Learn the importance of estate planning in San Diego & Orange County . Click here to learn more.
-
Biden Administration Releases 2024 GreenbookLearn of Biden Green Book and its impact on charitable lead annuity trusts (CLATs). Click here to learn more from San Diego and Orange County attorney.
-
No Clawback for Large Gifts Made NowUnderstand gift taxes & their implications. Learn exemptions, rules & strategies to gifting. Click here to learn more from San Diego & Orange County attorney.
-
What Is a Retirement Protector Trust (aka Retirement Plan Trust)?Learn about retirement protector trusts & their advantages to safeguard your retirement assets for future generations in San Diego & Orange County. Click here
-
What is a Family Limited Partnership?Discover how this versatile legal structure can help preserve & transfer family wealth and provide asset protection in San Diego & Orange County. Click here
-
If I Have a Trust, Do I Still Need a Will?
-
FDIC Rules for Trust Accounts: Planning in the Wake of the Silicon Valley Bank Collapse
-
Black Panther Star, Chadwick Boseman, Died Without a Will
-
IRS Regulations Regarding the SECURE Act Rules for Beneficiaries of Retirement Accounts
Offices in Carlsbad and Laguna Niguel
Carlsbad Office:
760-448-2220
Estates, Trusts, Asset Protection
& Business Planning Law Firm
Now Offering Zoom and Conference Call Meetings for Your Convenience