- Page 1
-
Do You Have an Outdated Disclaimer Bypass Trust Plan? The Hidden Limitations of a Disclaimer TrustDoes your estate plan include a Disclaimer Bypass Trust? Learn the hidden limitations, strict deadlines, and risks California couples should understand.
-
Your Retirement Accounts May Need Their Own Trust: Protecting a $2 Million+ Retirement Account Legacy for Your ChildrenLearn how a Retirement Plan Trust can help couples with retirement accounts protect their children’s inheritance from divorce, lawsuits, creditors, and other risks.
-
Why Your Financial Advisor Shouldn’t Be Your Estate Planning AttorneyMore financial firms are offering estate plans, but complex estates require experienced legal guidance. Learn why an estate planning attorney matters.
-
The Buss Family, the Lakers, and an Estate Planning Lesson for Family BusinessesThe Buss family’s Lakers ownership dispute offers important estate planning lessons about family businesses, succession, control, and avoiding future conflict.
-
Your Children Inherit the Family Home: What Could Go Wrong?Leaving the family home equally to your children can create conflict. Learn California estate planning strategies for inherited real estate.
-
Does a Revocable Trust Protect Your Assets From Lawsuits and Creditors?Learn why a California revocable trust does not protect assets from lawsuits or creditors and how LLCs, insurance, and other strategies may help.
-
Irrevocable Gifting Trusts: A Powerful Wealth Transfer Strategy for Families Who Want to Build a Lasting LegacyLearn how an Irrevocable Gifting Trust can reduce estate taxes, protect family wealth, and transfer assets to future generations with greater control.
-
Why Outright Distributions to Your Children May Be One of the Biggest Mistakes in Your Estate PlanCould your child's inheritance be at risk? Learn why outright distributions may expose assets to divorce, lawsuits, and creditors—and how continuing trusts can help protect your family's legacy.
-
What Is an Irrevocable Life Insurance Trust (ILIT)?A Powerful Estate Planning Tool to Protect Your Family and Provide for Estate Taxes
-
When Is It Time to Graduate From a Revocable Trust to Advanced Estate Planning?Has your estate plan kept up with your wealth? Learn when to move beyond a revocable trust and protect your legacy.
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