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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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  • Page 14
  • Black Panther Star, Chadwick Boseman, Died Without a Will
  • IRS Regulations Regarding the SECURE Act Rules for Beneficiaries of Retirement Accounts
  • The Top Issues You Need to Know About When Co-Owning Property with Your Children
  • The Five Main Estate Planning Options in a California Revocable Married Couple Trust: Balancing Income Tax, Estate Tax, Flexibility and Asset Protection Concerns
    Marital Planning in the Joint Revocable Trust: Balancing Income Tax, Transfer Tax, Flexibility and Asset Protection Concerns
  • Three Step Process to Create or Update Your Estate Plan
    Learn about our three step estate planning process to make it easy and efficient for your to create or update your estate plan
  • Creditor Protection for Your Child’s Inheritance Using a General Needs Trust
    Using Trust Provisions in Your Revocable Trust to Create Creditor Protection for Your Child’s Inheritance Using a Springing General Needs Trust
  • Marital Planning in the Joint Trust: Balancing Income Tax, Transfer Tax, and Asset Protection Concerns
    Married joint trusts need to state what happens to the trust property when one spouse dies, learn the most common marital funding formulas for a joint trust
  • Should You Consider Making a Large Gift to an IDGT to Take Advantage of the Current Large 2022 Estate Tax Exemption?
    Intentionally Defective Grantor Trusts are commonly used as a means to make gifts to children and grandchildren through an irrevocable trust
  • Utilize your Federal Estate & Gift Tax Exemption with a Spousal Lifetime Access Trust (SLAT)
  • Will The Estate Tax Exemption Go Down in 2020?
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  • Posted on 10/10/2025October Is Estate Planning Awareness Month — Don’t Wait to Protect What Matters Most
  • Posted on 10/03/2025Estate Planning for Restricted Stock Units: What You Need to Know
  • Posted on 09/25/2025California Set to Reinstate Medi-Cal Asset Test in 2026: What Families Need to Know
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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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