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191 calle Magdalena, suite 270 • encinitas, ca  92024 • 760-436-8832

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A Survival Guide
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ESTATE PLANNING UPDATES

Estate Planning, Trust & Probate (Elder Law) Updates 
Table Of Contents.

Beyond Federal Estate Taxes

Blended Families

Business Owner Blues

Charitable Choices

Successful Conclusions

Defective Solutions

Difficult Discussions

FLiP FLAP:  Is a Limited Partnership for You?

Foundational Fundamentals

Gracious Giving

Independent Declarations

Inter-Generational Generosity

Lasting Legacies

Majoring in Minors

Migrating Mistakes

Parental Planning

Perpetuating Prosperity

Pitfalls of Joint Tenancy

Post-Divorce Planning

Procrastination

Retirement Planning: Keeping More Wealth

Retirement Roulette

Seasonal Solutions

Securely Single

Terminal Topics

The Three P's of Proper Life & Estate Planning

Understanding the New Death Tax

Wait and See Planning

Women & the Law