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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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  • 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
  • IRS Demands More Estate Tax Money From Michael Jackson’s Estate
    IRS Demands More Tax Money From Michael Jackson’s Estate
  • "Is the Estate Tax Dead? The Top Seven Reasons You Still Need a Revocable Trust Estate Plan"
    The Top Seven Reasons You Still Need a Revocable Trust Estate Plan, for more information on effective and strategic estate planning, see my books Safeguarding the Nest, Second Edition; Estate Planning Secrets of the Affluent; and Protection Your Children’s IRA Inheritance.
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  • Posted on 05/01/2026QTIP Trusts Explained: How to Protect Your Spouse, Without Disinheriting Your Children
  • Posted on 03/27/2026Estate Planning With a Revocable Trust vs. Trust Administration: What’s the Difference?
  • Posted on 02/02/2026Building a Legacy That Lasts: How Dynasty Trusts Preserve Family Wealth Across Generations
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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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