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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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  • Gene Simmons Takes a Trip to an Estate Planning Attorney’s Office Because of Possible Upcoming Estate Tax Law Change
    In a recent episode of Gene Simmons Family Jewels (lead singer of the band Kiss) and his lovely wife Shannon were in the office of an estate planning attorney
  • Why Whitney Houston’s Estate Is So Troubled
    Brenda Geiger, J.D., Carlsbad attorney, describes why Whitney Houston's estate Is so troubled, and how her daughter could have benefited If Whitney had chosen to have a trust
  • Who Moved My Cheese? Estate Tax Exemption Set to Fall to $1MM January 1, 2013
    Estate Tax Exemption Set to Fall to $1MM January 1, 2013
  • Why Having a Bypass Trust in Your Revocable Trust Might Still be Relevant
    “A” Survivor’s Trust and “B” Bypass Trust
  • Providing Creditor Protection and Stretch-Out of Your Retirement Accounts for Your Children or Grandchildren (Part 4)
    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 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
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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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