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 …
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 …
What credentials should I look for in a probate or estate attorney?
My hands trembled as I stared at the stack of paperwork on my kitchen table. My grandmother had recently passed …
Who offers emergency response services for estate planning near me?
The phone rang, shattering the quiet afternoon. It was my elderly neighbor, Mrs. Peterson, her voice trembling. “My husband just …
How do I know if someone is qualified to be my trust attorney?
The late afternoon sun streamed through the dusty windows, illuminating motes dancing in the air. Sarah anxiously tapped her foot …
How do I know when it’s time to escalate a trust problem?
The phone slipped from Amelia’s grasp, clattering onto the hardwood floor. Tears welled up, blurring her vision. “They won’t let …