Wills, Trusts, and Estate Plans for San Diego County Residents
Geiger Law in Carlsbad is equipped with the most up to date state of the art research, analysis, and technology available in the world of estate planning. Also, by actively listening to you, we can create and administer a custom trust-based plan that reflects your unique situation. Geiger Law doesn’t just explain the law to you; we explain how the law affects you.
Geiger Law offers estate planning and business planning services within San Diego County, representing clients from Carlsbad, Encinitas, Rancho Santa Fe, Solana Beach, Cardiff by the Sea, Del Mar, San Marcos, La Jolla, Point Loma, Vista, Poway, Rancho Bernardo, Oceanside, Escondido, Fallbrook, and Greater San Diego.
Geiger Law also has a satellite office in Orange County, California offering estate planning and business planning services to Aliso Viejo, Brea, Costa Mesa, Dana Point, Fountain Valley, Garden Grove, Huntington Beach, Irvine, La Palma, Laguna Hills, Laguna Niguel, Laguna Woods, Mission Viejo, Newport Beach, Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach, Tustin, Westminster, and Yorba Linda.
The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before you decide, ask Geiger Law to send you free written information about our qualifications and experience. Contact us at (760) 448-2220 or fill out the contact form and someone from our staff will be in touch quickly!
Estate Planning is not just for the wealthy. Just about everyone needs estate planning in some form or another. Nevertheless, so many people express wishes verbally to their families, but don’t follow through with the proper legal planning necessary to carry on family values, keep the peace in their families and provide financial security for their loved ones after they are gone.
There are many ways to “asset protect” the property that you own. No one option fits every situation. Some common methods for asset protection include Limited Partnerships, Family Limited Partnerships, LLCs, and some types of Trusts such as the Beneficiary Defective Inheritor’s Trust or the Domestic Asset Protection Trust. The best way to determine the right method of asset protection for you is to discuss your objectives with a qualified asset protection attorney.
When a loved one dies and they have a trust, the process of trust administration will need to be undertaken. Many lawyers make trust administration appear simple at the time their client signs the trust document without fully explaining what will need to happen after their death. This is dangerous because often the client never discusses trust administration with the designated Trustee. We offer our clients an opportunity to have a “family meeting” where all the major details of the trust are discussed with their chosen Trustees. The person or people that will serve as Trustee need to understand what should happen at the time of death of the person creating the trust.
Probate in California is the legal process through the court system whereby all of the debts and assets of a decedent are reported to the court. Probate is necessary when there is an aggregate of property valued at $150,000 or more (or $20,000 or more in real estate) and there is no beneficiary designation to the asset. In California, we do not have the ability to place beneficiary designations on real estate deeds, therefore it is necessary to create a trust to pass real estate past the joint tenancy and community property vestings.
Medi-Cal is California’s Medicaid health care program. It is different from Medicare because Medicare is an entitlement program for those that have paid into the system by working in the US. Medi-Cal which is California State’s implementation of the Federal Medicaid laws, on the other hand, is need based. You must qualify to be covered for benefits.
Just what is business succession planning? Business succession planning is the process of preparing to transfer control of a business to another person or business entity. The main objective of most business owners is to transfer the business to a third party in a way that minimally disrupts business operations and that maintains or even provides for enhanced valuation of the business for the owner transferring the business.
Our Business Formation practice consists of advising and representing clients in the areas of business formation and corporate counsel. We serve as corporate counsel and business adviser to many small and medium-sized closely held companies that emerge as start-ups and grow into mature companies.