San Diego Lawyer

Information and tips from experienced San Diego lawyer Gary Quackenbush.

Just Hang On! – When Things get Tough

Posted on Jul 27, 2021 in San Diego Lawyer | Comments Off on Just Hang On! – When Things get Tough

Just Hang On! Just Hang On! was originally published in the California Society of Tax Consultants e-newsletter “The Reporter” February 2021 GQ’s cat Skippy hanging on. Rick & Robin Rick married Robin and after a while they welcomed their first son into the world. He was perfect. While it’s true that most parents believe their kids are perfect, at least at first, this kid really was exceptional. He was good looking, tall for his age, learned to speak earlier than normal, and in preschool he excelled above his classmates. He was a pleasure to parent. Several years later,...

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Tax Problem Solving – Options

Posted on Mar 1, 2021 in San Diego Lawyer | Comments Off on Tax Problem Solving – Options

Attorneys Gary Quackenbush and Rich Mathurin explain –  What is a Tax Problem? Can the IRS take my money?  Liens & Levies – Bank, retirement, Refund attachment, Wage garnishment, Home foreclosure Resolution Options: 1 – Do Nothing  – S/L 10 or 20 years 2 – Find the money and pay it 3 – Installment agreement 4 – Offer in Compromise 5 – Tax Bankruptcy – Chapters 7, 11, and...

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How To Fund a Living Trust and What to do After Someone Dies

Posted on Jan 18, 2021 in San Diego Lawyer | Comments Off on How To Fund a Living Trust and What to do After Someone Dies

PART 1 – How do I put these things in my Living Trust? GQ explains. House, Car, Timeshare, Personal Property, Business, Partnership, Corporate Stock, LLC, Sole Prop, Trademark – Copyright – Patent, Promissory Note. PART 2 – Gary Quackenbush and Lorena Leroy explain what to do after someone dies and you need to distribute property from a Living Trust.   PART 3 – Q&A –  1  – I do not have any children. If I die without a Will, who gets my things? Who are my heirs? 2 – My husband has 3 children from a prior marriage that he never talks to and...

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GOOD QUESTION, THANKS FOR ASKING . . . Read by Lorena LeRoy

Posted on Jan 8, 2021 in San Diego Lawyer | Comments Off on GOOD QUESTION, THANKS FOR ASKING . . . Read by Lorena LeRoy

Q1: My parents died a year ago and I am the trustee of their trust. I have been able to make most of the distributions but my dad had a stock account in his name. The stock account is worth $440,000 and the investment company won’t let me touch it. They say I need to get a court order to get the money. What court order are they talking about? My parents have a trust, why do I need a court order? (Listen to the Podcast below for the answer) Q2: I just bought life insurance and the company wants me to name a beneficiary. Is it best to name my wife or the Trust as beneficiary? (Listen to...

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What to do if the Successor Trustee is doing a bad job.

Posted on Nov 19, 2020 in San Diego Lawyer | Comments Off on What to do if the Successor Trustee is doing a bad job.

TODAY’S NEW FEATURE . . .”GOOD QUESTION, THANKS FOR ASKING . . . ” Q1: My parents died several years ago and my brother is the trustee of their trust. I don’t think he is following the trust but he will not talk to me. How can I motivate them to do his job? How can I find out what is going on with the trust and mom and dads property?  Q2: I am 33 years old and happily married with 2 small kids. We do not own a house. I have life insurance and a 401k at work with $80,000 in it. Do I need an estate plan?  Q3: I have a small maintenance business that bring in...

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Happy Thanksgiving

Posted on Nov 7, 2020 in San Diego Lawyer | Comments Off on Happy Thanksgiving

Happy Thanksgiving Grateful to be with my granddaughter Adisyn Thanksgiving is pretty much my favorite holiday. I love Christmas with all its magic, the beautiful decorations, the wonderful spirit, and the thrill presents, but at Thanksgiving the expectations to make the holiday great are so much lower. Even with a big feast, Thanksgiving is a simpler holiday. Thanksgiving is simply a time to be with family and friends, to remember lost loved ones, and to enjoy time together. To say I am grateful for the Covid-19 pandemic would be an overstatement, and probably shock a few people, but I am...

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