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Offices in Carlsbad and Laguna Niguel
Carlsbad Office: 760-448-2220
1917 Palomar Oaks Way, Suite 160 Carlsbad, CA 92008
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Estate Planning Blog From a Southern California Perspective

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  • Page 8
  • 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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  • Posted on 12/17/2025When a Beneficiary Predeceases You: What Really Happens and How to Plan for It
  • Posted on 12/09/2025Annual Exclusion Gifts in 2026: Simple Transfers, Powerful Trust Planning
  • Posted on 10/31/2025The Importance of Properly Funding Your Trust: Avoiding a Probate Nightmare
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Secrets of Great Estate Planning, Sixth EditionSecrets of Great Estate Planning, Sixth EditionRequest Information
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Carlsbad Office 1917 Palomar Oaks Way, Suite 160
Carlsbad, CA 92008
Phone: 760-448-2220 Fax: 760-477-6091 Office Info Get Directions
La Jolla Office 4445 Eastgate Mall
San Diego, CA 92121
Phone: 760-448-2220 By Appointment Only Get Directions
Laguna Niguel 32451 Golden Lantern, Suite 307
Laguna Niguel, CA 92677
Phone: 949-769-2440 Office Info Get Directions
Scripps Ranch Office 10620 Treena Street Suite 270
San Diego, CA 92131
Phone: 760-448-2220 By Appointment Only Get Directions
Sorrento Valley Office 9920 Pacific Heights Blvd. Suite 150
San Diego, CA 92121
Phone: 760-448-2220 By Appointment Only Get Directions
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