California Estates Wills and Trusts

Legal

About

California Estates Wills & Trusts on Palomar Airport Road in Carlsbad is an estate planning practice led by Cal Bar #360836, combining a legal career with prior service as a Fire Captain in Southern California. The firm drafts revocable living trusts, pour-over wills, and advance healthcare directives, with asset-protection strategies frequently coordinated alongside IDA Wealth - Intelligence Driven Advisers for investment-account beneficiary alignment. Trust administration guidance walks successor trustees through the post-death notification, creditor-claim, and distribution process required under California Probate Code Division 9. Business owners receive succession-planning documents that integrate operating-agreement provisions with trust-based ownership transfers to avoid probate on LLC and corporate interests. End-of-life coordination extends to pre-need arrangements with Accu-care Cremation & Funerals, LLC to align final-expense funding with trust disbursement instructions. The most complex engagements involve multi-entity trust architectures combining irrevocable life insurance trusts, special needs trusts under 42 U.S.C. § 1396p(d)(4), and charitable remainder unitrusts to optimize both tax deferral and Medi-Cal eligibility.

Is this your business?

Claim this listing to update your info, add photos, or become a community supporter.

Claim This Listing