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Offices in Carlsbad and Laguna Niguel
Carlsbad Office: 760-448-2220
1917 Palomar Oaks Way, Suite 160 Carlsbad, CA 92008
Estates, Trusts, Asset Protection & Business Planning Law Firm
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Estate Planning Blog From a Southern California Perspective

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  • How a Pre-Nuptial Agreement Can Affect Your Estate Plan in California
  • How to Handle Out-of-State Property in Your California Estate Plan
  • How Divorce Impacts Your Estate Planning Documents: Trusts, Powers of Attorney, and Health Care Documents in California
  • Understanding Probate Fees in California: The Importance of an Estate Plan and Proper Asset Titling
  • Understanding Prop 19 and Maintaining Property Tax in California: Introduction to California Property Tax Propositions
  • Understanding Trustee Fiduciary Duties and Beneficiaries' Rights: A Look at Tony Bennett's Estate
    Click here to explore trustee fiduciary duties, beneficiaries' rights, & avoiding litigation through Tony Bennett's estate case in this insightful blog post.
  • Why You Should Create or Update Your Estate Plan Before Heading on Summer Vacation
    Why You Should Create or Update Your Estate Plan Before Heading on Summer Vacation. Click here to read more
  • The Importance of Power of Attorney and Health Care Documents for Your Young Adult Children
    Protect your young adult with essential legal documents like power of attorney, HIPAA authorization, and health care directives. Learn why these are crucial.
  • Understanding California's New Directed Trust Law: Simplifying Estate Planning for Families
    Explore California's new Directed Trust Law for smarter estate planning. Read blog to learn how it simplifies trust management and call us for expert guidance!
  • The Costly Consequences of Poor Estate Planning: A Case Study of James Gandolfini’s Estate
    Find out how poor estate planning was costly for the estate of James Gandolfini and how better planning could have saved his estate paying so much in taxes
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  • 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
  • Posted on 10/31/2025The Importance of Properly Funding Your Trust: Avoiding a Probate Nightmare
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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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