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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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  • 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
  • Marital Planning in the Joint Trust: Balancing Income Tax, Transfer Tax, and Asset Protection Concerns
    Married joint trusts need to state what happens to the trust property when one spouse dies, learn the most common marital funding formulas for a joint 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)
  • Will The Estate Tax Exemption Go Down in 2020?
  • The Top 3 Things You Need to Know Before They Leave for College to Keep Them SAFE!
  • What Can You Learn from Burt Reynolds That Could Save Your Family a Lot of Money, Time, and Public Display of Your Estate Plan?
    Estate Planning to avoid Probate in California
  • Did Aretha Franklin Really Die Leaving No Will or Trust?
    Aretha died in her home state of Michigan - according Michigan’s probate statute, without a will or a trust, Aretha is said to have an 'intestate' estate.
  • Marital Planning in the Joint Trust: Balancing Income Tax, Transfer Tax, and Asset Protection Concerns
  • Why Trust Protectors are the Wave of the Future
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  • Posted on 12/09/2025Annual Exclusion Gifts in 2026: Simple Transfers, Powerful Trust Planning
  • Posted on 11/21/2025Why California Trust Administration Is More Complicated Than Most People Realize And Why Handling It Alone Can Be Risky
  • Posted on 11/14/2025Don’t Wait for a Crisis: The Holiday Conversation Every Family Needs to Have
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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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