San Diego Lawyer

Information and tips from experienced San Diego lawyer Gary Quackenbush.

GQ ON The LAW – Special Needs Trust, Power of Attorney, Guardianship

Posted on Sep 20, 2018 in San Diego Lawyer | Comments Off on GQ ON The LAW – Special Needs Trust, Power of Attorney, Guardianship

GQ on the law explains Special Needs Trusts, Powers of Attorney, and Guardianship. Special needs trusts are required if a beneficiary receives any type of government assistance due to disability, incapacity, or special needs. Without a Special Needs Trust, the special needs beneficiary could forfeit any government assistance for medical care or other support. In this show Gary Quackenbush explains ways to create and use a Special needs Trust. GQ...

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Health Care Directives, Living Wills, Guardian Nomination, Putting assets into Trust

Posted on Sep 20, 2018 in San Diego Lawyer | Comments Off on Health Care Directives, Living Wills, Guardian Nomination, Putting assets into Trust

If you can’t speak for yourself, you will need a Health Care Directive to appoint someone to speak on your behalf regarding healthcare, life support, and organ donation decisions.  GQ LAW and Marty Schneider have a lively discussion on their live radio show covering this importatn estate planning topic.  Minor children need to have a Guardian nominated to prevent them from being placed in the foster child system if they lose both parents. A Guardian nomination is a simple but very important document to have in your Family Protection binder.  Gary Quackenbush GQ...

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IRA Conduit’s and Living Trusts. Word on Wealth Radio show discusses IRAs, Living Trusts, Estate Planning

Posted on Aug 22, 2018 in San Diego Lawyer | Comments Off on IRA Conduit’s and Living Trusts. Word on Wealth Radio show discusses IRAs, Living Trusts, Estate Planning

Having your IRA or 401k handled by your Living Trust requires special trust language. The average Living Trust or Family Trust can not handle retirement money properly and could cause accelerated income taxation if not prepared properly. If prepared properly, your Trust can safely distribute inherited retirement accounts to your beneficiaries on your terms and yet avoid accelerated taxation. This radio show “Word on Wealth” with Marty Schneider, CFP, and Gary Quackenbush, Attorney, frankly discusses IRA and 401k inheritance issues.  For more information go to...

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Digital Transformation: Transforming Business Models

Posted on Sep 28, 2017 in San Diego Lawyer | Comments Off on Digital Transformation: Transforming Business Models

Digital Transformation: Transforming Business Models   A third, and perhaps the most noteworthy aspect of an organization’s digital transformation, is the transformation of it’s business model. The digital world has allowed, and oftentimes necessitates, the complete reformation of the way a business makes money and goes to market. Capgemini Consulting and MIT offer two notable ways this occurs.   Digitally-modified Businesses (i.e. sustaining innovations) A digitally modified business is one that adopts technologies or innovations that add to their current product or service. For...

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Digital Transformation: Transforming Operational Processes

Posted on Sep 1, 2017 in San Diego Lawyer | Comments Off on Digital Transformation: Transforming Operational Processes

Digital Transformation: Transforming Operational Processes   While transforming the customer experience will affect heavily what’s going on outside of the walls of the office, transforming operational processes will completely change the way you work. This can be accomplished in three main ways, as taught by MIT and Capgemini researchers. Process Digitization One of the key improvements technology can make in an organization is getting rid of repetition. Many repetitive tasks can now be automated with software, robotics or other means. The goal should be, if I have (or someone else...

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Digital Transformation: Transforming the Customer Experience

Posted on Aug 31, 2017 in San Diego Lawyer | Comments Off on Digital Transformation: Transforming the Customer Experience

Digital Transformation: Transforming the Customer Experience   One important area companies are transforming digitally is in their customer experience. The customer experience can be bucketed into three categories: Customer Understanding A company can create customer understanding using data and predictive analytics, being more deeply involved in their pain points through analysis of social media, budding trends and successes/failures of other organizations’ interactions with customers in varying industries. Social media, advanced search and much improved CRM systems have made this...

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