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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 9
  • 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 07/02/2026When Is It Time to Graduate From a Revocable Trust to Advanced Estate Planning?
  • Posted on 05/29/2026Why Continuing Trusts Matter: Protecting Your Children’s Inheritance from Divorce, Creditors, Predators and Lawsuits
  • Posted on 05/12/2026Is Your Home Increasing Your Estate Tax Bill? How a QPRT Can Lock In Value and Transfer Wealth Tax-Efficiently
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Secrets of Great Estate Planning, Sixth EditionSecrets of Great Estate Planning, Sixth EditionRequest Information
The Trustee's Guide to Trust Administration in CaliforniaThe Trustee's Guide to Trust Administration in CaliforniaRequest Information
Safeguarding The Nest – Fourth EditionSafeguarding The Nest – Fourth 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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