Estate Planning Blog From a Southern California Perspective

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Providing Creditor Protection and Stretch-Out of Your Retirement Accounts for Your Children or Grandchildren (Part 3)
Providing Creditor Protection and Stretch-Out of Your Retirement Accounts for Your Children or Grandchildren
PROVIDING CREDITOR PROTECTION AND STRETCH-OUT OF YOUR RETIREMENT ACCOUNTS FOR YOUR CHILDREN OR GRANDCHILDREN (PART 2)
This specially crafted trust is called a Retirement Protector Trust™. Your children or grandchildren can be the beneficiaries of this powerful trust.
Providing Creditor Protection and Stretch-Out of Your Retirement Accounts for Your Children or Grandchildren (Part 1)
Retirement accounts often account for the largest portion of a couple’s estate
California Advance Health Care Directives and End-of-Life Decisions
Coordinating Your Retirement Plans with Your Estate Plan
Trust and Estate Planning attorney Brenda Geiger discusses how to properly coordinate your Retirement Plans with Your Estate Plan
How to Avoid Trust Funding Mistakes
Brenda Geiger, Carlsbad Trusts and Estate Planning lawyer, explains how proper trust funding is critical in your estate plan.
Do-it-Yourself Will Doesn’t Work in Florida Supreme Court
A do-it-yourself will doesn't work in many circumstances as explained by Brenda Geiger, J.D.
Types of Gifting Trusts
The IDGT (Intentionally Defective Grantor Trust). This type of trust is often used to transfer a closely held family business to others in the family and also provide creditor protection for the beneficiaries.
Annual Exclusion Gifting Trusts (aka, Crummey Trusts):
Annual Exclusion Gifting Trusts (aka, Crummey Trusts)
Who Should be the Trustee of the Gifting Trust?

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