What are payable-on-death designations?
The Garcia family of San Diego enjoyed a comfortable life, owning a modest home and several investment accounts. Robert Garcia, …
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What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on Maria’s face as she scrolled through emails, a knot tightening in her stomach. …
What is the best way to protect your family and assets through a comprehensive estate plan?
The San Diego sun beat down on Maria’s shoulders as she sorted through boxes in her garage, a task she’d …
Glorious Estate Planning Lawyer Near Pacific Beach.
The midday sun beat down on the weathered porch of a bungalow near Pacific Beach, casting long shadows as Maria …
Can a special needs trust include annual audits with a family representative present?
The question of incorporating annual audits, with a family representative present, into a special needs trust is a thoughtful one, …
Can a trust support adapted athletic equipment?
Establishing a trust to provide for a loved one with special needs requires careful consideration of all potential future expenses, …
Can I include multiple levels of distribution approval in the trust?
Absolutely, incorporating multiple levels of distribution approval within a trust is a sophisticated, yet increasingly common, estate planning technique, especially …
Can I use a testamentary trust to set up conditional travel stipends?
Testamentary trusts, established through a will, offer a flexible mechanism for managing and distributing assets after someone’s passing, and yes, …
Can a trust issue promissory notes to family members?
Yes, a trust can indeed issue promissory notes to family members, but it’s a practice laden with complexities and potential …
Can a trust convert into a foundation at a certain size?
The question of whether a trust can convert into a foundation, particularly as it grows in size, is a nuanced …