As an attorney in San Diego, I provide extensive estate and tax planning services to... more
As an attorney in San Diego, I provide extensive estate and tax planning services to individuals. My primary focus is protecting families from the devastating legal effects of disability and death, as well as ensuring the smooth transition of assets from one generation to the next while maintaining the family legacy throughout the trust administration process. Through proper planning, individua... view profile
I am a UCLA graduate with a BA in Econcomics. I received my law degree from... more
I am a UCLA graduate with a BA in Econcomics. I received my law degree from Southwestern University in Los Angeles in 1976, and I was admitted to the California State Bar in December 1976. I opened my practice in El Cajon in July 1977. My community interests include coaching soccer and little league for my children, officiating those sports as a volunteer, past memeber of the East County ... view profile
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.