12707 High Bluff Drive Ste. 125 , San Diego, California, 92130, United States
About Weiner Law
Established January 2007
Weiner Law focuses on estate planning, estate tax minimization, special needs planning and Medi-Cal asset protection planning. Founder Daniel R. Weiner established the firm to help families transition assets to the next generation with a personalized approach. Each case is given unique treatment depending on each family's specific circumstances.
They approach each case using a unique three meeting process is designed to ensure the implementation of a plan that will work for each client's family. The Weiner Law team ensures that the estate planning process runs smoothly for their clients. They provide clients with the support they need to get through the process as painlessly as possible.
Call us today and learn about how Weiner Law can help you secure your family's future through estate planning. We can give you a free evaluation for estate planning matters including but not limited to:
• Estate Planning
• Wills & Trusts
• Estate Tax Protection
• Elder Law
• Planning For Minor Children
• Probate Administration
• Trust Administration
Weiner Law
12707 High Bluff Drive Ste. 125
San Diego, CA 92130
(858) 333-8844
https://weinerlegacylaw.com/
They approach each case using a unique three meeting process is designed to ensure the implementation of a plan that will work for each client's family. The Weiner Law team ensures that the estate planning process runs smoothly for their clients. They provide clients with the support they need to get through the process as painlessly as possible.
Call us today and learn about how Weiner Law can help you secure your family's future through estate planning. We can give you a free evaluation for estate planning matters including but not limited to:
• Estate Planning
• Wills & Trusts
• Estate Tax Protection
• Elder Law
• Planning For Minor Children
• Probate Administration
• Trust Administration
Weiner Law
12707 High Bluff Drive Ste. 125
San Diego, CA 92130
(858) 333-8844
https://weinerlegacylaw.com/
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‣ Elder Law ‣ elder law attorneys ‣ Estate Planning ‣ estate planning lawyer ‣ estate tax protection ‣ probate administration ‣ trust administration ‣ Wills & Trust ‣ wills & trusts lawyers
Latest Articles/News
Do You Need A Trust To Protect Your Property?
01/30/2024 Creating a trust is crucial to financial planning and asset protection. There are two common types – revocable and irrevocable. As the name suggests, they differ in nature, but once the grantor or the owner of the trust dies or becomes incapacitate... Read More »
Protect Your Children’s Inheritance From Creditors & Lawsuits
01/30/2024 When you plan for your children’s financial future, you may worry about how to protect their inheritance from creditors and lawsuits. You have worked hard to build a legacy for them, and you must ensure it will be safe once you’re gone and they a... Read More »
Why Funding Your Trust Is Critical To Its Success
01/30/2024 Funding your trust may be overlooked but it’s the most vital step when setting it up. It is a process of transferring the ownership of your assets from your name to the trust’s name. Forgetting to do this is one of the reasons why trust fails. To... Read More »
What Is The Difference Between A Trust & A Will In Estate Planning?
01/30/2024 There’s a common misconception that the revocable trust and last will of testament are the same thing. However, there are key differences that separate the two estate planning vehicles. A revocable trust, also known as a living trust, can be amende... Read More »
What Happens If My Elderly Parent Leaves All Her Money To Her Caregiver?
01/30/2024 The holidays are upon us, which means that families everywhere are preparing to travel to spend quality time with their aging parents. With families spread to the far reaches of the country, in-person visits tend to reveal far more about mom or dad Read More »
Will Your Family Have To Pay Tax On Their Inheritance?
01/30/2024 A frequent question we often receive is whether our client’s loved ones will have to pay taxes on their inheritance. In several states, an inheritance tax is imposed by the state. Sometimes, the threshold is as low as one million dollars, meaning t... Read More »
Will Your Family Have To Pay Tax On Their Inheritance?
01/30/2024 A frequent question we often receive is whether our client’s loved ones will have to pay taxes on their inheritance. In several states, an inheritance tax is imposed by the state. Sometimes, the threshold is as low as one million dollars, meaning t... Read More »
Guardianship – What To Do If You Have Minor Children
01/30/2024 When you have minor children you start to have to consider things you might have ignored in the past. Like, what will happen to your family and things should something unexpectedly happen to you. As a parent, I often think about how to protect my chi... Read More »
Do You Need A Revocable Trust Or An Irrevocable Trust?
01/30/2024 Many people in California need to create a revocable trust if they want their family to avoid having to deal with the California probate process. A revocable trust can also be used to ensure that the inheritance you leave behind will not be lost if y... Read More »
What If I Don’t Know What I Need?
01/30/2024 People often tell me that they can’t get started with their estate plan because they don’t know what the plan should entail i.e. whether it should just be a will, or also a trust, what kind of trust is needed, who they should choose as successor ... Read More »
Why Is Probate So Bad & How Can You Avoid It?
01/30/2024 “How can I avoid probate court?,” is a common question in California. Probate is the court process that your assets must go through after you pass away if you die without a trust. What is so terrible about probate court that so many people want t... Read More »
What Does It Mean To Fund Your Trust?
01/30/2024 Funding your trust is often the most overlooked process of estate planning, but it’s the most crucial step after establishing your trust. Most of our clients engage our law firm to establish a plan that minimizes their family’s chance of having t... Read More »
What Do I Do For Estate Planning If I Own Property In Another State?
01/30/2024 Do you have a vacation home in another state or a family residence outside of California? If so, your family is exposed to having to deal with the probate court, not just in one state, but in two. What Happens To Your Property In Another StateAs I’... Read More »
Can I Protect My Children’s Inheritance From Creditors & Lawsuits?
01/30/2024 You spend all your life working to make yourself and your family comfortable. So why would you work hard to lose all that money to creditors or lawsuits? The Limitations Of A TrustIt’s common for trusts in California to leave everything to the spou... Read More »
Do I Need A Trust Only For My House?
01/30/2024 There’s a common misconception that trusts are used only to hold real property, such as houses and condos. However, the primary purpose of a revocable trust is to avoid probate. That means that the assets held in your trust need to include any asse... Read More »
Aretha Franklin’s Barely Legible Will Is Valid; Estate Planning Attorneys To Be Canceled
01/30/2024 When Aretha Franklin passed away in 2018 it was widely believed that she had died without a will. She was thought to have left behind an $80 million fortune, which included rights to royalties and copyrights. Since then, no fewer than four wills have... Read More »
01/30/2024 The federal estate tax exemption has been a hot topic in politics and estate planning. In 2022, the federal estate tax for an individual was set at around $12 million and increased slightly in 2023. But what does this mean, and how does it change you... Read More »
Estate Planning For Minor Children: What You Need To Know
01/30/2024 Many parents plan for their family to be protected and cared for in the event of their death. They especially plan to cover any minor children. Estate planning is necessary to ensure that your loved ones are financially and legally protected when you... Read More »
Medi-Cal Asset Protection: What It Is & Why You Need It
01/30/2024 Elder law is rarely straightforward, especially when it comes to Medi-Cal asset protection. Such protection ensures that you, your spouse and your family are not left with exorbitant bills or loss of assets due to the cost of long-term careA Medi-Cal... Read More »
How Weiner Law Can Help California’s Trustees
01/30/2024 The attorneys at Weiner Law provide counsel and guidance in trust administration. Our trust attorneys help Trustees with:Separating personal assets from trust assets;Handling beneficiaries impartially;Distributing gifts, assets, or inheritance impart... Read More »
What You Need To Know About California Trust Administration
01/30/2024 Many Californians create revocable living trusts so that their children or others can bypass the tedious probate court process. Although administering a trust outside of probate is generally less onerous, Trustees still have numerous duties which may... Read More »
More About Essential Probate Administration
01/30/2024 Most estates will go through the probate process unless there was a properly drafted trust in place and all assets were titled in the name of the trust before the decedent’s passing.Here are a few frequently asked questions:What is the role of the ... Read More »
Is It Possible To Avoid Probate?
01/30/2024 Yes. While probate is a long and drawn-out court process that most people want to avoid, prior planning is required to ensure that happens. Having a sound strategy in place will help you ensure your estate falls into the right hands. Probate court is... Read More »
01/30/2024 Probate is the court-supervised process in which a person’s property is distributed and their estate is settled after the person has passed. The process also involves the appointment of an executor or personal representative who will manage the pro... Read More »
Revocable vs. Irrevocable Trusts
01/30/2024 A trust is a legal agreement whereby the creator of the trust, know as the settlor, trustor or grantor, transfers assets to the trustee. The trustee holds legal title to the assets for the benefit of the beneficiaries.Revocable trustsare an important... Read More »
An In-Depth Guide To Estate Tax Minimization
01/30/2024 Before they pass away, most everyone wants to rest assured, knowing their loved ones are financially stable for life. You want to pass down your money, homes, and cars to your family and friends. However, you need to be aware of a few things.One of t... Read More »
How To Choose The Right Person To Be Your Agent Or Attorney-In-Fact
01/30/2024 An agent is authorized to act on behalf of another person or entity. An attorney-in-fact does not necessarily need to be a lawyer. The term “attorney-in-fact” can also refer to a lawyer appointed to represent someone in legal matters or financial... Read More »
Ways A Power Of Attorney Can Benefit You
01/30/2024 Power Of Attorney Gives You Benefits You Couldn't Imagine In Your Legal CaseA power of attorney can be helpful in several situations, including if you become incapacitated or cannot make decisions for yourself.There are many benefits to having a powe... Read More »
Power Of Attorney – Why You May Need One?
01/30/2024 While many people associate the need for a power of attorney with old age, the truth is that this document can be essential at any stage of life. A power of attorney enables you to name a representative to make monetary and legal decisions for you if... Read More »
01/30/2024 When it comes to estate planning, which is better: a will or a trust? The answer depends on many different factors—in some situations, you may need both. Deciding how you want your estate managed and distributed after you’re gone may be the most ... Read More »
Establishing A Trust In California
01/30/2024 What Is A Trust?Trusts are a legal tool an individual can use to manage their assets while they’re alive and after they’ve passed. The main difference between a will and a trust is that a trust only becomes effective upon death. A trust, on the o... Read More »
01/30/2024 What Is A Will?One of the most fundamental and essential components of an estate plan is a will. A will is a statement to the court instructing the judge as to how you wish the court to handle your wealth, property, and other affairs after you’re g... Read More »
San Diego Wills & Trust Attorney: Estate Planning For California Families
01/30/2024 You have dedicated a good part of your life to working hard and building wealth—and assets. Now that you are at midlife or beyond, you’re likely asking yourself: Who will manage my assets and wealth that make up my estate when I’m no longer abl... Read More »
01/30/2024 Secure Your Assets And Distribute Your Legacy Safely With An Estate Planning AttorneyA revocable living trust functions much like a Last Will and Testament but, crucially, will avoid your loved ones having to go through the probate court process if y... Read More »
01/30/2024 A Last Will and Testament, more commonly known as just a “will,” details what will happen to your estate, who will manage any assets you leave to your minor children if you have any, who will care for those children, and names an executor (the pe... Read More »
Why You Need A California Estate Planning Lawyer
01/30/2024 What Is An Estate?Your estate includes all your assets, both financial and non-financial, from houses to smaller personal items. It’s everything you own—everything you’ve worked so hard to accumulate in your lifetime. Distributing an estate aft... Read More »
Chapter 8: Fat Cats: Do You Need A Trust For Your Pets?
01/30/2024 What kind of pet owner are you? Are you the kind whose dog lives in a “doggy mansion” and goes on regular spa weekends? Is your dog impeccably groomed, having been treated to weekly pawdicures while sipping cucumber infused filtered water? Or per... Read More »
Chapter 3: I Have A Very Simple Situation And Just Need A Basic Will
01/30/2024 Your friend drives a Ferrari, has a helipad in his backyard and collects rare works of art. He has three ex-wives and four children, one of whom he wants to disinherit. He owns property in a number of countries and the IRS is currently investigating ... Read More »
Chapter 2- Emergency Guardians To Avoid Foster Care
01/30/2024 Naming guardians in your will is just the beginning when it comes to protecting your children. It serves the purpose of making sure that your kids will be raised by the people you choose if you’re not around. But who would look after your children ... Read More »
01/30/2024 Every so often something happens that shocks the conscience. For those of us that don’t face prejudice and discrimination on a daily basis, we know that it exists; we would condemn it if prompted to do so; but do we go out of our way to do somethin... Read More »
Estate Planning In Plain English
01/30/2024 Imagine not knowing that your fiancé died yesterday in ICU. This is no hypothetical. In the age of coronavirus when tales of heartbreak abound, what happened to my colleague’s client is uniquely shocking.Her fiancé was admitted to hospital due to... Read More »
Estate Planning In Plain English Chapter 1 – Who Will Raise My Kids If I’m Not Around?
01/30/2024 Why Choose Guardians?For those of us who have young kids (mine are age 4 and 2 at the time of writing), there is perhaps nothing more terrifying to contemplate than the possibility that we may not be there to raise them. From my point of view, the on... Read More »
Chapter 4: We’re Not The Rockefellers
01/30/2024 So you made it through Chapter 3, and perhaps that sense of accomplishment gave way to a realization that maybe a will is not enough. You have concluded that you don’t want your family to have to endure the probate court process if you become incap... Read More »
Chapter 3: I Have A Very Simple Situation And Just Need A Basic Will
01/30/2024 Your friend drives a Ferrari, has a helipad in his backyard and collects rare works of art. He has three ex-wives and four children, one of whom he wants to disinherit. He owns property in a number of countries and the IRS is currently investigating ... Read More »
Chapter 5: Why Do I Need A Financial Power Of Attorney?
01/30/2024 Estate planning is not only about planning for what happens after you die. Equally important is planning for what happens if you become incapacitated. This is the scenario where a physical or mental impairment, whether temporary or permanent, prevent... Read More »
Chapter 6: Why Do You Need An Advance Health Care Directive?
01/30/2024 Many of us remember the tragic case of Terri Schiavo. Terri died in 2005 at the age of 41, having spent the previous 14 years of her life in a persistent vegetative state. During that period, her husband petitioned the Florida courts numerous times t... Read More »
Chapter 7- The Secure Act: The IRS Is Coming For Your Retirement Accounts
01/30/2024 Do you remember where you were when you heard the news that President Trump signed the Secure Act into law on December 20, 2019? As the nation’s estate planning attorneys were busy finalizing their Christmas tree decorations and gift wrapping the l... Read More »
How Do I Find Care For My Aging Parents?
01/30/2024 As you see the aging process affecting your parents’ quality of life, you might be concerned about how to meet their needs going forward. The good news is that San Diego has a myriad of services available for older adults, but many adult children a... Read More »
Moving To A New State? Remember To Update Your Estate Plan
01/30/2024 Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to another state, you should definitely have your existing plan reviewed by an estate planning lawyer who is familiar with your new home state’s ... Read More »
The Sanders Death Tax Sledgehammer
01/30/2024 “Ending a Rigged Tax Code: The Need to Make the Wealthiest People and Largest Corporations Pay Their Fair Share of Taxes.” This is the title given to the Budget Committee hearing presided over by Senator Sanders on March 25, 2021, out of which em... Read More »
01/30/2024 Where there’s a Will, there’s relatives; or so the saying goes. The events following the death of legendary TV host Larry King earlier this year serve as the most recent illustration of the enduring truth contained in that statement. The current ... Read More »
3 Vital Estate Planning Documents For High School Graduates
01/30/2024 With the arrival of summer, many young people across the country have just reached a key milestone: high school graduation. If you have a child claiming their diploma, now is the time to prepare them for life after leaving the nest.Graduating high sc... Read More »
Estate Planning For A Child With Special Needs: What Parents Need To Know
01/30/2024 Estate planning is obviously a concern for all parents, but if you have a child with special needs, it is crucial that you are aware of the unique considerations that go into planning for a child who may be dependent on you at some level for their li... Read More »
How To Write A Will In California
01/30/2024 Creating a will is the easiest way to ensure your assets are appropriately distributed to your loved ones. Residents of California are allowed to write their wills, but regulations apply before a court can consider this a valid, legally binding docum... Read More »
01/30/2024 Creating a trust is one of the best ways to protect and preserve assets upon death. But a trust is not a self-sufficient document. Upon the death of the decedent (the grantor, or the person who created the trust), the trust must be administered accor... Read More »
Are Legal Fees For Estate Planning Tax Deductible?
01/30/2024 The short answer is unfortunately no. Costs and fees associated with creating your estate plan are generally not tax deductible. However, the Internal Revenue Service (IRS) publishes regulations regarding miscellaneous tax deductions in their Publica... Read More »
When Is A Will Not Valid? Creating A Will To Avoid Mistakes And Invalidation
01/30/2024 When is a will not valid? How do you create a fool-proof will? Many individuals create wills during their lifetime so they can control the disposition of their assets after they pass. Creating a will during your lifetime also spares your family or fr... Read More »
Spanos Family Trust Dispute: Be Careful Who You Choose As Successor Trustee
01/30/2024 Chargers owner Dean Spanos, also the team’s chairman, is being sued by family members who have accused him of inappropriately diverting funds away from the Spanos family trust, of which many family members are beneficiaries. Dean’s parents, Alex ... Read More »
Estate Planning Checklist: 7 Key Things You Need To Do To Plan Your Estate
01/30/2024 Planning your estate can be a bit of a hassle. You need to have an organized way of doing the planning to ensure that your family is well taken care of at the time of your death. A single detail missed can have a significant impact on estate planning... Read More »
The Biggest Mistake Parents Make When Setting Up A Trust Fund
01/30/2024 Establishing a trust for your child is one of the most practical estate planning strategies. A trust has various benefits, including providing educational funds and protecting your child’s inheritance.When creating this type of trust, parents are f... Read More »
How To Lock In Crypto Or Stock Market Gains Without Being Wiped Out By The IRS
01/30/2024 One of the most common questions we have been asked by our clients during 2021 is what to do about unrealized gains. With rising stock markets and the explosive performance of some cryptocurrency assets, many people have investments that have signifi... Read More »
6 Reasons To Create An Advance Health Care Directive Regardless Of Your Age
01/30/2024 An Advance Health Care Directive is a document which allows an individual to appoint one or more medical decision makers to assist should they ever be unable to make decisions themselves. Advance Health Care Directives also allow individuals to custo... Read More »
Will And Jada Smith Potentially Divorcing Without A Prenup: Lessons For Estate Planning
01/30/2024 Even before he had a chance to apply ice to his bruised knuckles, rumors that Will Smith and wife Jada may be divorcing began to swirl. In the media frenzy that followed Smith’s now infamous punch at the Oscars, speculation about the state of their... Read More »
Dispute Among LA Chargers Owners Deepens As Dea Spanos Files Court Petition
01/30/2024 Why You Should Plan Carefully Your Trust FundI spoke to CBS News last week about the latest developments in the Spanos trust litigation. The family that owns the LA Chargers has been embroiled in acrimony since the passing of Alex and Faye Spanos. Al... Read More »
Will Congress Pass New Retirement Legislation Before The End Of The Year?
01/30/2024 With Thanksgiving behind us and the holiday season approaching, the nation waits with bated breath to see what legislation Congress is able to pass in this session. On the agenda in Washington is an important set of proposals, dubbed Secure Act 2.0, ... Read More »
Is It Time To Review Your Estate Plan?
01/30/2024 While you may have your executed estate planning documents in place, it is crucial to review those documents and their contents at various points in time. Estate planning is an ongoing process and requires routine review to ensure your documents are ... Read More »
What Happens When Probate Cannot Be Avoided?
01/30/2024 Can I Avoid The Probate Court Process After The Passing Of A Loved One?Much of the work that we do at our firm focuses on helping people to put in place comprehensive estate plans that prevent loved ones from having to deal with probate after the dea... Read More »
Are There Ways To Reduce Tax If I Sell My Highly Appreciated Real Estate
01/30/2024 How to Reduce Taxation If I Sell My Real EstateStock prices may be down, but real estate is proving more resilient. Many owners of real estate are considering selling for all manner of reasons. Some are looking at the economic headwinds and wondering... Read More »
Does An Irrevocable Trust Protect Assets From Sanctions?
01/30/2024 Alisher Ushmanov Yacht, $600M Dilbar, Seized… But Is He Worried?You would think that when the Alisher Usmanov yacht, Dilbar, was impounded in Germany last week this would have irked him somewhat. The London based Russian Oligarch, whose net worth h... Read More »
Will Congress Pass New Retirement Legislation Before The End Of The Year?
01/30/2024 With Thanksgiving behind us and the holiday season approaching, the nation waits with bated breath to see what legislation Congress is able to pass in this session. On the agenda in Washington is an important set of proposals, dubbed Secure Act 2.0, ... Read More »
Lisa Marie Presley’s Trust Is Being Challenged: What Lessons Can We Learn?
01/30/2024 The recent death of Lisa Marie Presley has already led to discord within the family. As is the case with so many famous families, that discord is centered around her Last Will and Testament and other estate planning documents. Last Friday Priscilla P... Read More »
Are Stepchildren Treated The Same As Children If You Don’t Make A Will Or Trust?
01/30/2024 According to the most recent census 40% of families in the US are blended, with at least one partner having a child from a previous relationship. In many cases, stepparents treat their stepchildren as their own. Perhaps they have been a part of each ... Read More »
The Infamous “No Contest” Clause: Is It Worth The Paper It’s Written On?
01/30/2024 The matriarch of the family, Betty, dies aged 92 leaving behind a $3 million estate. Thirty years earlier Betty had worked with an attorney to create a revocable living trust. The trust provided that each of her three children would share equally in ... Read More »
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