Carlsbad, CA
Business Lawyer at Carlsbad, CA
Practice Areas: Business, Estate Planning ... +3 more
Although it’s common to set up a gift trust and contribute annual exclusion gifts to it, there are other types of gifting trusts as well including a IDGT (Intentionally Defective Grantor Trust), a QPR...
See Full GuideWhen leaving property to your children, you can choose exactly how you want to leave it to them. You can leave property outright, in trust until the beneficiary reaches a certain age or until they achi...
See Full Guide(1) Your estate is probably guaranteed to go through the Probate Court (even if you have a will--wills go through the probate process). (2) With a Probate, your cost will be 5X as much as trust admin...
See Full GuideLife insurance is a unique asset in that it serves numerous diverse functions in a tax-favored environment. Life insurance proceeds are received income tax free and, if properly owned by an Irrevocable...
See Full GuideAs you may already know, there is no Federal Estate Tax for decedents dying in the year 2010. What most people dont know, however, is that for the year 2010, the Estate Tax is being replaced with a cap...
See Full GuideYou Must Legally Document Who Should Raise Your Kids. It is so important to designate in writing exactly who you want to care for your children if something happens to you. If you don’t do this, your...
See Full GuideTip #1: Think beyond the obvious choices. Make a list of all the people you know who you would trust to take care of your children. You don’t need to limit your list to close family members. While si...
See Full GuideDon't Limit Your Search By Geography Alone First, while your attorney should be licensed in your state, do not limit your search geographically. There are a small handful of attorneys in your area wh...
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