
What is an Irrevocable Life Insurance Trust (ILIT)?
Life insurance is a key form of financial protection for many people and families. According to data cited by Forbes, approximately half of American adults are covered by some form of life insurance. In some cases, it may make sense to put a life insurance policy (or multiple policies) within a trust. An...

An Overview of California’s New Probate Limit (And How a Trust Can Help You Avoid the Process)
Probate is the legal process through which an estate is settled. You may have heard horror stories about probate—that it can be a lengthy, complicated, and even frustrating process. There is good news for people with smaller estates: California law provides a number of different “probate shortcuts.” The limit of...

Rear-Ended on a Highway in California? Five Steps That You Should Take
Were you involved in a rear-end crash in San Diego County? You are certainly not alone. An analysis from the National Highway Traffic Safety Administration (NHTSA) finds that rear-end collisions are the most common cause of multi-vehicle crashes nationwide. You need to know how to protect your rights and...

Understanding the Relationship Between a California Professional Medical Corporation and a Management Services Company (MSO)
California has a specialized, highly regulated type of business structure in place for physicians who want to incorporate their professional practice. Known as a California Professional Medical Corporation, these types of businesses can often benefit by working with an outside business entity called a...

Are Estate Planning Fees Tax Deductible?
Setting up your will or creating a trust is essential for determining what happens to your assets once you die. But as you’re considering this process, you may be wondering if the associated costs can be deducted from your taxes.
What is Estate...

Estate Planning and Divorce
Divorce is both emotionally and financially stressful. Making tough decisions while your life is changing completely isn’t easy. But one of the tasks you should be sure to remember to do during this complex process is to update your estate plan.
What is an Estate...

When Should You Begin Estate Planning?
Death tends to be far from most people’s minds the majority of the time, which makes sense given that it’s a morbid topic of discussion. However, when it comes to your property and what happens to it when you inevitably do pass on, the topic requires some careful consideration. You may be surprised to find out...

Risks of Starting a Business With Family Members
Risks of Starting a Business With Family Members
If you are thinking of starting a business in San Diego, one option you are likely considering is starting a company with a family member. After all, some of the most successful companies in the world began as enterprises...

The Dissolution of a Company (Explained)
The Dissolution of a Company (Explained)
If you have reached a point with your California company where you are considering closing down, there are multiple tasks you need to tackle right away. Because dissolution may require several steps, it is best you consult an attorney before getting...

Among The Best in San Diego
Among The Best in San Diego
It is truly an honor to be considered one of the 45 best Probate Court lawyers in San Diego. While hard work and a disciplined approach to my practice over the past 10 years have helped me achieve this rating, there is an equally meaningful measure to the success such an accolade represents.
I am grateful to all of our clients who have placed their trust in our...