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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.
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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.
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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
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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
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If I Have a Trust, Do I Still Need a Will?
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FDIC Rules for Trust Accounts: Planning in the Wake of the Silicon Valley Bank Collapse
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Olivia Newton-John: How Did She Plan Her Estate?Though she did much charitable giving while she was alive, it’s reported that Olivia Newton-John still had a $60 million estate upon her death.
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Is it Time to Consider Setting Up an Irrevocable Life Insurance Trust?One way to efficiently transfer wealth is to create an irrevocable life insurance trust (ILIT) that owns a life insurance policy on the grantor of the trust.
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Transfer-on-Death Deeds in California: The 6 Main Issues They Can CauseTransfer-on-Death deeds created optimism that California property owners could pass on their property with ease, but the law is fraught with legal Issues.
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7 Steps to Getting Your Estate Plan Done or UpdatedEstate planning doesn't have to be difficult. But it should follow a step-by-step process to ensure success. Here are 7 steps to getting it done the right way.
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