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Whether your objective is to minimize estate taxes, ensure financial privacy, preserve your family’s wealth, or distribute property more easily to your loved ones, trusts are an integral tool in estate planning. In California, there are a multiple… Read More

There are several reasons to set up a Cook Islands trust; as these factors have gained traction, the Cook Islands have emerged as one of the most popular jurisdictions for setting up offshore trusts. A Cook Islands offshore trust structure provides s… Read More

Myths about offshore trusts are widespread and misleading. An offshore trust is a strategic asset protection tool that can offer various benefits, depending on your objectives. These structures are set up in foreign jurisdictions outside the United S… Read More

An offshore Cook Islands trust has many advantages for those who wish to safeguard their assets and property. Not only can these types of trusts provide a maximum level of protection from creditors, lawsuits, and judgments, but now, they can also off… Read More

There are many misconceptions concerning offshore asset protection methods. Some people might believe offshore trusts are only for high net-worth individuals or celebrities. Others may think they are used to conceal assets or carry out illegal activi… Read More

Mary Cataldo, a partner at White and Bright, LLP, has been elected to the Board of Directors of the Probate Attorneys of San Diego (PASD). Cataldo will serve on the Board for the 2022-2025 term. Giving Back to the Organization Cataldo first became in… Read More

Probate is the legal process by which the court distributes a deceased person’s property to their legal heirs. But as most people are aware, probate proceedings can be lengthy and costly. Importantly, with advance planning, there are several measur… Read More

By: Bridget Burns Most assets are relatively straightforward to deal with when creating your estate plan. Real property can be deeded to a trust; bank and investment accounts can have the title changed or transfer on death designations made out to th… Read More