Can I prevent beneficiaries from assigning their interest to creditors?
Protecting assets for future generations is a primary concern for many clients, and a frequent question revolves around whether beneficiaries …
Can testamentary trusts be structured to support both individuals and organizations?
Testamentary trusts, established within a will and taking effect upon death, are remarkably versatile estate planning tools, extending beyond simply …
Can I place educational limits on trust withdrawals?
As a San Diego estate planning attorney, I often encounter parents and grandparents eager to ensure their beneficiaries receive funds …
Can I direct that trust assets not be sold under any circumstances?
As an estate planning attorney in San Diego, I frequently encounter clients with strong feelings about preserving family heirlooms or …
Can a CRT support a nonprofit media outlet?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, and their use to benefit a nonprofit media outlet, while permissible, …
What fiduciary duties apply to co-trustees of a testamentary trust?
Co-trustees of a testamentary trust, established through a will and taking effect after death, shoulder significant legal and ethical responsibilities, …
What questions should I ask before hiring an estate planning lawyer near me?
The air hung thick with anxiety. Margaret clutched the worn phone, her knuckles white. “He’s gone,” she whispered, tears blurring …
What Can Be Done Immediately About a Legal Estate Oversight Nearby?
The frantic phone call came at 3:00 am. It was my Aunt Mildred, her voice trembling with panic. “My husband …
Who’s the most experienced in estate planning attorney near by?
The phone slipped from her trembling hand, clattering onto the hardwood floor. Tears welled up in Maria’s eyes as she …
How do I coordinate resolution with multiple trust beneficiaries?
The phone slipped from my trembling hand, clattering against the hardwood floor. My aunt Beatrice had passed away unexpectedly, leaving …