How do I make a confident decision about estate planning attorney near by
The phone buzzed incessantly, jolting me awake. My grandfather’s frail voice crackled through the receiver, his words a frantic plea: …
Who Helps Heirs Navigate Probate Court
The phone rang, jolting Sarah awake. It was her aunt Carol, voice trembling. “Your grandfather passed away last night.” Sarah …
Can a trust work together with a durable power of attorney?
Absolutely, a trust and a durable power of attorney (DPOA) are not mutually exclusive; in fact, they often work very …
Can I prohibit payment of private tuition or elite schooling with trust funds?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to guide not just *how* their wealth …
What’s the best age to create an irrevocable trust?
Determining the “best” age to establish an irrevocable trust isn’t a simple matter of hitting a certain birthday; it’s a …
Can I prevent disbursements if a beneficiary is facing bankruptcy?
As an estate planning attorney in San Diego, I often field questions from concerned clients about protecting assets held in …
Can I name a backup trustee for the CRT?
Certainly, naming a successor trustee for a Charitable Remainder Trust (CRT) is not just permissible, but a critical component of …
Can estate planning help me plan for future fiduciary oversight?
The question of future fiduciary oversight is a crucial, yet often overlooked, component of comprehensive estate planning. Many individuals focus …
Can estate planning help me address disputes over heirloom distribution?
The thought of family disagreements erupting after your passing is a common fear, and rightfully so. Disputes over possessions, particularly …
Can estate planning allow for asset division based on asset performance?
Estate planning traditionally focuses on dividing assets equally or according to a predetermined percentage among beneficiaries. However, a growing trend …