Estate Planning Blog From a Southern California Perspective

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The Top Issues You Need to Know About When Co-Owning Property with Your Children
Creditor Protection for Your Child’s Inheritance Using a General Needs Trust
Using Trust Provisions in Your Revocable Trust to Create Creditor Protection for Your Child’s Inheritance Using a Springing General Needs Trust
Should You Consider Making a Large Gift to an IDGT to Take Advantage of the Current Large 2022 Estate Tax Exemption?
Intentionally Defective Grantor Trusts are commonly used as a means to make gifts to children and grandchildren through an irrevocable trust
Utilize your Federal Estate & Gift Tax Exemption with a Spousal Lifetime Access Trust (SLAT)
Protecting Your Children’s IRA Inheritance with a Retirement Protector TrustTM
With a Retirement Protector Trust, you can create a barrier between creditors and your child who will inherit your retirement accounts
How to Ensure Your IRA Gets Stretched Out for Your Children and Provides Them Asset Protection
How to Ensure Your IRA Gets Stretched Out for Your Children and Provides Them Asset Protection.
Asset Protecting a Child’s Inheritance
“asset protect” the money in a continuing trust for that child for his or her lifetime
Why LLCs are Great Asset Protection Vehicles for Your Rental Real Estate
LLCs are Great Asset Protection Vehicles for Your Rental Real Estate
Protecting Your Wealth with a Domestic Asset Protection Trust
what is a Domestic Asset Protection Trust, or what is more commonly referred to as a DAPT?

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