San Diego Lawyer

Information and tips from experienced San Diego lawyer Gary Quackenbush.

Estate Planning – Difficult Decisions Day

Posted on Jun 7, 2019 in California Trusts, California Wills, Estate Planning, San Diego Lawyer | Comments Off on Estate Planning – Difficult Decisions Day

GQ Law & Gary Quackenbush – Estate Planning Difficult Decisions Day Who should be my Trustee? Who should be the Guardian? Gifts to charity. How to “control” distribution- based on age, maturity, or other criteria Is it a good idea to try control distribution? – Or just let them have it all at once? Options for Successor Trustee and Guardian Family or Friend Professional – Private fiduciary or Institution?  Distribution Options:  Sprinkling Staged @ ages, @ life stages, @ accomplishments, @ land-marks Pooled Trust Successor Trustee’s...

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Putting Property in Your Living Trust (Trust Funding)

Posted on Jun 7, 2019 in California Probate, California Trusts, California Wills, Estate Planning, San Diego Lawyer | 0 comments

Putting Property in Your Living Trust (Trust...

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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...

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