Can I build in professional management of my estate’s investment portfolio?
Estate planning often centers around ensuring assets are distributed according to your wishes, but a crucial, often overlooked component is …
Point Loma Estate Planning Law
Can I allocate funds for future family-run cooperative businesses?
The question of allocating funds for future family-run cooperative businesses within estate planning is becoming increasingly popular, reflecting a desire …
Can I give my trustee authority to pause distributions?
The question of granting a trustee the power to adjust or even pause distributions from a trust is a common …
Should a newlywed couple have one trust or two?
The question of whether a newlywed couple should establish one joint trust or two separate trusts is a common one, …
Can I require annual meetings between trustees and beneficiaries?
As an estate planning attorney in San Diego, I frequently encounter questions about the responsibilities and interactions between trustees and …
Can the Trust Pay for Home Security Systems?
The question of whether a trust can pay for home security systems is surprisingly common, and the answer, as with …
Can the trust pay for estate planning services for each heir?
The question of whether a trust can pay for estate planning services for its heirs is a common one, and …
Can the trust pay for customized orthotic devices?
Navigating the financial aspects of healthcare, especially for specialized needs like customized orthotic devices, can feel like traversing a complex …
Can the trust pay for caregiving of elderly relatives?
The question of whether a trust can pay for caregiving for elderly relatives is a very common one, and the …
Can the Trust Own Rental Property?
The question of whether a trust can own rental property is a common one for individuals considering estate planning and …