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Did Aretha Franklin Really Die Leaving No Will or Trust?
As I’m sure you’re already aware, the Queen of Soul, Aretha Franklin, died on August 16th at the age of 76 from Pancreatic Cancer. On August 22, 2018, CNN reported that Aretha Franklin had no will or...
View ArticleLooking for our next Client Services Coordinator SUPERSTAR!
We are looking to add a new full-time SUPERSTAR to our growing Estate and Business Planning law firm! The person we are looking for will take charge of greeting clients and assisting them over the...
View ArticleLooking to add a SUPERSTAR Marketing Coordinator to our firm.
We are looking to add a SUPERSTAR Marketing Coordinator to our growing Estate and Business Planning law firm! The person we are looking for will help run our law firm’s marketing initiatives and work...
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What is Trust Administration and What Does a Successor Trustee Do?
When a loved one dies and they have a trust, the process of trust administration will need to be undertaken. Many lawyers make trust administration appear simple at the time their client signs the...
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What Can You Learn from Burt Reynolds That Could Save Your Family a Lot of...
On September 6, 2018, the world lost one of the most iconic movie actors we've seen in the last 50 years. Burt Reynolds died at age 82 leaving behind one child, Quinton.It's funny how Hollywood...
View ArticleAssociate Estate Planning Attorney
We're searching for a talented, smart, hard-working and creative person to become the newest full-time associate attorney in our practice. Specifically, we need an outstanding person to meet with...
View ArticleClient Care Coordinator Position Available
Our law firm is growing and our existing Client Services Coordinator is assuming new responsibilities in our firm so now we are on the search for a new SUPERSTAR to add to our team. The person we are...
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Did you know that some valuation discounting estate tax strategies involving...
The Treasury released the new Proposed §2704 regs. in August of 2016 that will affect estate planning and valuation of family owned business interests and real estate. Most estate planners and related...
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2019 Trusts and Estates Symposium
Geiger Law Office P.C. PresentsThe 11th Annual Trust & Estate SymposiumCome and Join us for our annual 2019 Trusts & Estates Symposium. You will not want to miss this! This popular event is...
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The Top 3 Things You Need to Know Before They Leave to Keep Them SAFE!
The Top 3 Things You Need to Know Before They Leave to Keep Them SAFE!What you don't know can hurt you or rather, hurt your children. Many of my clients have children that recently graduated from high...
View ArticleHiring NOW!! Estate Planning Law Firm Client Services Coordinator
Estate Planning Law Firm Client Services CoordinatorIf you're a driven, focused, self-starter who loves serving others, our fast-growing and successful law firm would love to hear from you. We are a...
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The Trustee's Guide to Trust Administration in California
It's HERE! Brenda's Most Recent Book is Available Free"The Trustee's Guide toTrust Administration in California"The Trust Administration process can be confusing. In this text, we have developed a...
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Will The Estate Tax Exemption Go Down in 2020?
Not long ago, the Federal Estate Tax Exemption (the amount you can give to others during your lifetime or upon your death - or a combinationof the two without implication of a tax) was increased....
View ArticleHiring Trust Administration & Probate Paralegal
Geiger Law Office, P.C., an established boutique Trusts & Estates law firm with offices in Carlsbad and Laguna Niguel, has made a very deliberate choice to concentrate on the field of estate...
View ArticleUtilize your Federal Estate & Gift Tax Exemption with a Spousal Lifetime...
A Spousal Lifetime Access Trust (SLAT) is an irrevocable trust set up by one spouse naming their spouse (and sometimes their children in addition to their spouse) as the beneficiary of the trust in...
View ArticleShould You Consider Making a Large Gift to an IDGT to Take Advantage of the...
The name Intentionally Defective Grantor Trust (IDGT) is really just referring to the income tax defective nature of an Irrevocable Gifting Trust. It can be drafted for greater than the annual gift...
View ArticleMarital Planning in the Joint Trust: Balancing Income Tax, Transfer Tax, and...
Marital planning in the joint trust context can be complex. This article examines the tax and non-tax implications of five main marital options upon the death of the first spouse. The options we will...
View ArticleCreditor Protection for Your Child's Inheritance Using a General Needs Trust
When leaving property to a minor or adult child, clients can choose exactly how they want to leave it to them. The property can be left outright, in trust until the beneficiary reaches a certain age or...
View ArticleThree Step Process to Create or Update Your Estate Plan
Generally, estate planning in each of our offices happens in an easy and efficient three-step process. The first step is called the design meeting.The design meeting is conducted after we’ve received...
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The Five Main Estate Planning Options in a California Revocable Married...
Marital planning in the joint trust context can be complex. Below we will examine the tax and non-tax implications of five main marital options upon the death of the first spouse. The options we will...
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