Astute Estate Planning Lawyer In San Diego.
The late afternoon sun cast long shadows across the La Jolla coastline as Maria Hernandez sat anxiously across from Ted …
Revocable Living Trust Attorneys near Ca. 92120.
The late afternoon sun cast long shadows across the patio as Maria and David sat nervously, a stack of unopened …
Trust and Estate Lawyers near Ca. 92130.
The San Diego sun beat down on the weathered porch of Maria’s home as she scrolled through endless online articles, …
Are retirement accounts subject to probate?
The Sanchez family of Carlsbad, California, recently experienced a painful lesson in estate planning. Robert and Maria Sanchez, both nearing …
Can a bypass trust contain a clause to prevent misuse of funds?
The question of safeguarding assets within a bypass trust – also known as a credit shelter trust – is paramount …
Can a trust authorize someone to handle digital assets?
The question of whether a trust can authorize someone to handle digital assets is becoming increasingly relevant in our digitally-dependent …
Can I require mediation for all trust disputes?
The question of whether you can *require* mediation for all trust disputes is complex, but the short answer is generally, …
Can I include a clause to permanently exclude certain individuals?
Navigating estate planning often brings up difficult questions, and the desire to exclude specific individuals from inheriting assets is a …
Can I stagger inheritance using a trust?
Absolutely, strategically staggering inheritance is a key benefit offered by trusts, allowing for a controlled distribution of assets over time …
Can I set a CRT to automatically renew charitable terms every generation?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …