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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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Learn More About Your Estate Planning Options in Our Collection of Informative Articles

  • Page 1
  • Why Choosing the Right Marital Trust for Your Marriage and Estate is Key
    Discover which marital trust fits your marriage and estate best. Learn the pros, cons, and tax impacts of five key planning options.
  • A Retirement Protector Trust is a trust that acts as a shield or barrier to insulate the principal of your IRA, 401 (k) or oth­er qualified retirement account from the trust beneficiary's creditors, a bankruptcy, a lawsuit, or a divorcing spouse after they inherit the accounts from you.
    What is a Retirement Protector Trust (aka Retirement Plan Trust)?
  • Proactive Planning with a Spousal Lifetime Access Trust
  • Proposed Estate Tax Law Change Could Affect Your Plans for Protecting Your Family
  • Asset Protecting Your Child’s Inheritance
    For some reason there seems to be a little known fact that you can asset protect the inheritance you leave to your children in your revocable trust. There
  • Asset Protecting a Child’s Inheritance
  • Asset Protection Planning for Real Estate

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Library

  • Posted on 12/22/2025 Why Choosing the Right Marital Trust for Your Marriage and Estate is Key
  • Posted on 03/28/2022 A Retirement Protector Trust is a trust that acts as a shield or barrier to insulate the principal of your IRA, 401 (k) or oth­er qualified retirement account from the trust beneficiary's creditors, a bankruptcy, a lawsuit, or a divorcing spouse after they inherit the accounts from you.
  • Posted on 02/17/2022 Proactive Planning with a Spousal Lifetime Access Trust
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Secrets of Great Estate Planning, Sixth EditionSecrets of Great Estate Planning, Sixth EditionRequest Information
The Trustee's Guide to Trust Administration in CaliforniaThe Trustee's Guide to Trust Administration in CaliforniaRequest Information
Safeguarding The Nest – Fourth EditionSafeguarding The Nest – Fourth EditionRequest Information

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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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