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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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  • Who Should be the Trustee of the Gifting Trust?
  • US Supreme Court Rules Inherited IRAs are Not Protected as Retirement Accounts
    On June 12, 2014, the U.S. Supreme Court ruled that an inherited IRA is not an asset protected retirement account.
  • Is Your Young Adult Child Protected in the Case of a Medical Emergency?
    Health Care Directive, HIPAA authorization, Statutory Power of Attorney, and an Expanded Durable Power of Attorney are ways to protect college-age students in the event there’s an emergency
  • Why You Should Consider Listing Your Revocable Trust as the Primary Beneficiary on Your Life Insurance Policy
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  • Posted on 02/02/2026Building a Legacy That Lasts: How Dynasty Trusts Preserve Family Wealth Across Generations
  • Posted on 01/23/2026Should You Consider Setting Up a Stand-Alone Retirement Plan Trust to Protect Your Children?
  • Posted on 01/16/2026Sole Proprietorship, LLC, C-Corporation, or S-Corporation: Which Business Structure Is Right for California Business Owners?
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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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