Who can assist me in resolving a probate dispute?
My phone buzzed incessantly, displaying a string of missed calls from my aunt Mildred. My stomach churned with unease. Mildred …
admin
How do I create a timeline to fix issues with my estate plan near by
The phone slipped from Amelia’s grasp, clattering onto the hardwood floor. She stared at the stark white envelope on the …
What should I record or screenshot before fixing trust issues?
The phone slipped from Maria’s grasp, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …
How do I de-escalate a situation involving family inheritance disagreements?
The flickering candlelight danced across Aunt Margaret’s face, casting long shadows that mirrored the brewing storm in her eyes. “That …
Can I name an entity as beneficiary of the bypass trust?
The question of whether you can name an entity, like a charity or a business, as a beneficiary of a …
Can a testamentary trust be used to require property conservation practices?
Yes, a testamentary trust can absolutely be used to require property conservation practices, providing a powerful mechanism for ensuring long-term …
Can I prohibit trustee investment in AI or emerging tech sectors?
As an estate planning attorney in San Diego, I often encounter clients with specific ethical or philosophical concerns regarding how …
Can I name my trust as a beneficiary on insurance policies?
Yes, you absolutely can name your trust as a beneficiary on insurance policies, and in many estate planning scenarios, it’s …
Can I name a trust company as a co-trustee?
Yes, you absolutely can name a trust company as a co-trustee, and it’s becoming increasingly common, especially in complex estate …
Can a CRT be used for long-term tax planning across generations?
Complex estate planning often involves navigating intricate tax laws to ensure wealth preservation for future generations. Charitable Remainder Trusts (CRTs) …