White and Bright, LLP, a Southern California-based real estate law, estate planning, and probate law firm, has announced the promotion of Bridget Burns, who specializes in asset protection, estate planning, and probate, from senior counsel to partner…
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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…
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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…
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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…
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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…
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A last will and testament is a crucial document that distributes an individual’s property in accordance with their wishes when they pass away. If you believe that you were entitled to a larger portion of your loved one’s estate or you were wrongf…
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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…
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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…
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White and Bright, LLP is pleased to announce the addition of Bridget Burns as its newest associate attorney at the firm. Ms. Burns will add to the firm’s growing trust, estates and probate practice, specifically focusing on complex estate plans, pr…
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White and Bright is proud to announce that The State Bar of California Legal Specialization program has named Jennifer Sinex as a Certified Specialist in Estate Planning, Trust & Probate Law. The State Bar of California program for certifying leg…
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