Weiner Law
About Weiner Law
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/
Weiner Law Member Articles
Establishing A Trust In California
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...
Posted by Weiner Law on 09/13/2023
San Diego Estate Attorneys
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...
Posted by Weiner Law on 09/13/2023
Writing A Will In California
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...
Posted by Weiner Law on 09/13/2023
San Diego Wills & Trust Attorney: Estate Planning For California Families
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...
Posted by Weiner Law on 09/13/2023
Revocable Living Trust
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...
Posted by Weiner Law on 09/13/2023
Last Will & Testament
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...
Posted by Weiner Law on 09/13/2023
Why You Need A California Estate Planning Lawyer
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...
Posted by Weiner Law on 09/13/2023
What Is The Difference Between A Trust & A Will In Estate Planning?
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...
Posted by Weiner Law on 09/13/2023
Will Your Family Have To Pay Tax On Their Inheritance?
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....
Posted by Weiner Law on 09/13/2023
Guardianship – What To Do If You Have Minor Children
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...
Posted by Weiner Law on 09/13/2023
Will Your Family Have To Pay Tax On Their Inheritance?
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....
Posted by Weiner Law on 09/13/2023
Do You Need A Revocable Trust Or An Irrevocable Trust?
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...
Posted by Weiner Law on 09/13/2023
Why Is Probate So Bad & How Can You Avoid It?
“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...
Posted by Weiner Law on 09/13/2023
Who Administers A Trust?
Trust administration is a thorn concept to many people. But, most residents in California need a trust. As mentioned in previous videos, revocable trusts are commonly drafted to allow...
Posted by Weiner Law on 09/13/2023
What If I Don’t Know What I Need?
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...
Posted by Weiner Law on 09/13/2023
What Does It Mean To Fund Your Trust?
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...
Posted by Weiner Law on 09/13/2023
What Do I Do For Estate Planning If I Own Property In Another State?
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,...
Posted by Weiner Law on 09/13/2023
Can I Protect My Children’s Inheritance From Creditors & Lawsuits?
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...
Posted by Weiner Law on 09/13/2023
Do I Need A Trust Only For My House?
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....
Posted by Weiner Law on 09/13/2023
Aretha Franklin’s Barely Legible Will Is Valid; Estate Planning Attorneys To Be Canceled
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...
Posted by Weiner Law on 09/13/2023
How To Minimize Estate Tax?
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...
Posted by Weiner Law on 09/13/2023
Estate Planning For Minor Children: What You Need To Know
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...
Posted by Weiner Law on 09/13/2023
Medi-Cal Asset Protection: What It Is & Why You Need It
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...
Posted by Weiner Law on 09/13/2023
How Weiner Law Can Help California’s Trustees
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...
Posted by Weiner Law on 09/13/2023
What You Need To Know About California Trust Administration
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...
Posted by Weiner Law on 09/13/2023
More About Essential Probate Administration
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...
Posted by Weiner Law on 09/13/2023
Is It Possible To Avoid Probate?
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...
Posted by Weiner Law on 09/13/2023
How To Write A Will In California
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...
Posted by Weiner Law on 09/13/2023
What Is Probate?
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...
Posted by Weiner Law on 09/13/2023
Revocable vs. Irrevocable Trusts
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...
Posted by Weiner Law on 09/13/2023
An In-Depth Guide To Estate Tax Minimization
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...
Posted by Weiner Law on 09/13/2023
How To Choose The Right Person To Be Your Agent Or Attorney-In-Fact
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...
Posted by Weiner Law on 09/13/2023
Ways A Power Of Attorney Can Benefit You
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...
Posted by Weiner Law on 09/13/2023
Power Of Attorney – Why You May Need One?
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...
Posted by Weiner Law on 09/13/2023
Are Stepchildren Treated The Same As Children If You Don’t Make A Will Or Trust?
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...
Posted by Weiner Law on 09/13/2023
The Infamous “No Contest” Clause: Is It Worth The Paper It’s Written On?
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...
Posted by Weiner Law on 09/13/2023
Spanos Family Trust Dispute: Be Careful Who You Choose As Successor Trustee
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,...
Posted by Weiner Law on 08/24/2023
Will Congress Pass New Retirement Legislation Before The End Of The Year?
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...
Posted by Weiner Law on 08/24/2023
Lisa Marie Presley’s Trust Is Being Challenged: What Lessons Can We Learn?
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...
Posted by Weiner Law on 08/24/2023
Are Stepchildren Treated The Same As Children If You Don’t Make A Will Or Trust?
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...
Posted by Weiner Law on 08/24/2023
The Infamous “No Contest” Clause: Is It Worth The Paper It’s Written On?
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...
Posted by Weiner Law on 08/24/2023
Estate Planning Checklist: 7 Key Things You Need To Do To Plan Your Estate
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...
Posted by Weiner Law on 04/16/2023
The Biggest Mistake Parents Make When Setting Up A Trust Fund
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...
Posted by Weiner Law on 04/16/2023
How To Lock In Crypto Or Stock Market Gains Without Being Wiped Out By The IRS
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...
Posted by Weiner Law on 04/16/2023
6 Reasons To Create An Advance Health Care Directive Regardless Of Your Age
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....
Posted by Weiner Law on 04/16/2023
Will And Jada Smith Potentially Divorcing Without A Prenup: Lessons For Estate Planning
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...
Posted by Weiner Law on 04/16/2023
Dispute Among LA Chargers Owners Deepens As Dea Spanos Files Court Petition
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...
Posted by Weiner Law on 04/16/2023
Will Congress Pass New Retirement Legislation Before The End Of The Year?
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...
Posted by Weiner Law on 04/16/2023
Lisa Marie Presley’s Trust Is Being Challenged: What Lessons Can We Learn?
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...
Posted by Weiner Law on 04/16/2023
Weiner Law
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...
Posted by Weiner Law on 02/02/2023
Are There Ways To Reduce Tax If I Sell My Highly Appreciated Real Estate
Are There Ways To Reduce Tax If I Sell My Highly Appreciated Real EstateWeiner Law focuses on estate planning, estate tax minimization, special needs planning, and Medi-Cal asset protection...
Posted by Weiner Law on 02/02/2023
Is It Time To Review Your Estate Plan?
Is It Time To Review Your Estate Plan?While you may have your executed estate planning documents in place, it is crucial to review those documents and their contents at various points...
Posted by Weiner Law on 02/02/2023
What Happens When Probate Cannot Be Avoided?
What Happens When Probate Cannot Be Avoided?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...
Posted by Weiner Law on 02/02/2023
Are There Ways To Reduce Tax If I Sell My Highly Appreciated Real Estate
Are There Ways To Reduce Tax If I Sell My Highly Appreciated Real EstateHow to Reduce Taxation If I Sell My Real EstateStock prices may be down, but real estate is proving more resilient....
Posted by Weiner Law on 02/02/2023
Does An Irrevocable Trust Protect Assets From Sanctions?
Does An Irrevocable Trust Protect Assets From Sanctions?Alisher Ushmanov Yacht, $600M Dilbar, Seized… But Is He Worried?You would think that when the Alisher Usmanov yacht,...
Posted by Weiner Law on 02/02/2023
Weiner Law Discussions
What Is An Estate? Your estate includes all your assets, both financial and non-financial, from houses to smaller... View More
There’s a common misconception that the revocable trust and last will of testament are the same thing. However,... View More
Your friend drives a Ferrari, has a helipad in his backyard and collects rare works of art. He has three ex-wives... View More
A frequent question we often receive is whether our client’s loved ones will have to pay taxes on their inheritance.... View More
When you have minor children you start to have to consider things you might have ignored in the past. Like, what will... View More
A frequent question we often receive is whether our client’s loved ones will have to pay taxes on their inheritance.... View More
Many people in California need to create a revocable trust if they want their family to avoid having to deal with... View More
“How can I avoid probate court?,” is a common question in California. Probate is the court process that... View More
Trust administration is a thorn concept to many people. But, most residents in California need a trust. As mentioned... View More
People often tell me that they can’t get started with their estate plan because they don’t know what the... View More
Weiner Law Videos
Tea Time Talks #5: Estate Planning Attorney Daniel Weiner with Niki Jones, owner of San Diego Moms.
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...
Posted by Weiner Law on 02/02/2023
Estate Planning Attorney Daniel Weiner with Co-Founder of The Fulfilled Mom Movement, Alison Egeberg
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...
Posted by Weiner Law on 02/02/2023
Estate Planning Attorney, Daniel Weiner, with Joey and Lori Larocque of Shaolin Kempo Arts.
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...
Posted by Weiner Law on 02/02/2023
Tea Time Talks Episode 2- Estate Planning Attorney Daniel Weiner with local Realtor, Melissa Steele
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...
Posted by Weiner Law on 02/02/2023
Estate Planning Attorney Daniel Weiner with Carolyn Frey, Chief People Office at Philz Coffee.
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...
Posted by Weiner Law on 02/02/2023