High-Net-Worth Estate Planning in Carlsbad

estate planning lawyer with couples discussing about estate planning

If you have significant wealth, you understand the importance of protecting those hard-earned assets through careful planning and strategic decision-making. This security extends beyond just your current financial situation – proactive high-net-worth estate planning is critical to safeguard your legacy.  As a high-net-worth resident of Carlsbad, California, you face a complex web of federal and […]

How Can I Assist Beneficiaries Who Cannot Manage Their Distributions? (Video)

When an individual inherits substantial assets from a trust, working closely with a trust attorney is a good idea, particularly if the beneficiary is unable to manage those assets safely themselves. These legal professionals possess the expertise to help beneficiaries navigate the complexities of trust administration and ensure the distribution of assets is executed properly. […]

Why Do We Need to Fund a Trust? (Video)

Carlsbad trust attorney Andrew Fesler discusses why you need to fund a trust. As a leading attorney in Carlsbad, California, he specializes in estate administration and probate, trust administration, advance directives, business succession planning, and all aspects of estate planning. To learn more about how to fund a trust contact our office, The Law Office […]

WHO NEEDS AN ESTATE PLANNING ATTORNEY? (video)

Carlsbad Trust attorney Andrew Fesler discusses the benefits of an estate planning attorney. As a leading attorney in Carlsbad, California, he specializes in estate administration and probate, trust administration, advance directives, business succession planning, and all aspects of estate planning. To learn more about how an estate planning attorney can help you, contact the Law […]

Key Considerations for Drafting a Revocable Living Trust

As the Law Office of Andrew Fesler in Carlsbad, we understand that estate planning is a crucial step for securing your family’s future. One effective tool in this process is a Revocable Living Trust. A Revocable Living Trust, unlike a will, offers a flexible way to manage your assets during your lifetime and dictates how […]

Using Trusts to Protect Your Privacy in Estate Planning

As an experienced Carlsbad estate planning attorney, I want to discuss a critical aspect of estate planning that many overlook: using trusts to protect your privacy. In today’s world, where information is easily accessible, maintaining privacy in estate planning is not just a preference, but a necessity for many. Understanding Trusts in Estate Planning Estate […]

Finding the Best Estate Planning Attorney in Carlsbad

Nestled along the Pacific coastline of California is the picturesque city of Carlsbad, a place best known for its charming beaches, vibrant flower fields, and serene lagoons. But beyond its natural beauty, Carlsbad offers its residents top-notch services in various fields, one of which is estate planning. If you’re a Carlsbad resident or living in […]

WHAT IS THE PROCESS FOR CREATING A TRUST PACKAGE? (video)

Carlsbad Trust attorney, Andrew Fesler, gives insight into creating a trust package, what is meant by that, and some of the ways to accomplish this. As a leading attorney in Carlsbad, California, he specializes in estate administration and probate, trust administration, advance directives, business succession planning, and all aspects of estate planning, including setting up a […]

WHY DO WE NEED TO FUND A TRUST

Andrew Fesler, a leading Carlsbad estate planning lawyer, reviews why you need to “fund a trust”- what does that mean and why is it necessary. Transcript: ” Because a trust is an entity unto itself that the client is creating, the trust needs to actually own all of the assets that the client wants it […]