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Offices in Carlsbad and Laguna Niguel
Carlsbad Office: 760-448-2220
Laguna Niguel Office: 949-769-2440
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  • Posted on 04/21/2021Hiring Trust Administration & Probate Paralegal
  • Posted on 11/06/2019Will The Estate Tax Exemption Go Down in 2020?
  • Posted on 11/06/2019The Trustee's Guide to Trust Administration in California
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FAQ

  • ?What is Included in my “Taxable Estate” for Purposes of Calculating if my Estate will Owe Estate Taxes?
  • ?Why do I need a trust and not just a will?
  • ?Do I need to update my trust when I open a new bank account or buy another piece of real estate?
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Library

  • Posted on 04/21/2021 Proposed Estate Tax Law Change Could Affect Your Plans for Protecting Your Family
  • Posted on 06/29/2016 7520 Rate
  • Posted on 06/29/2016 709 Gift Tax Return
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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
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