Can I reward heirs who participate in restorative family history efforts?
The question of incentivizing heirs to engage in restorative family history work – uncovering, documenting, and preserving family narratives – …
Can I require that trustees undergo annual fiduciary training?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about the proper administration of their trusts …
Can I use a bypass trust to separate community property in a marriage?
Navigating property division in a marriage, particularly in community property states like California, can be complex. A bypass trust, also …
How can I protect my loved ones with proper estate planning?
Rain lashed against the windows as Amelia frantically searched for her father’s will. His passing had been sudden, leaving a …
Can I assign a voting mechanism to beneficiaries for major decisions?
The concept of assigning a voting mechanism to beneficiaries for major decisions regarding a trust or estate is increasingly popular, …
How do I take care of a problem involving my trust attorney?
The phone slipped from Elena’s grasp, clattering onto the hardwood floor. Her world felt like it was tilting sideways. “Breach …
Can a trust be managed like a family bank?
The concept of managing a trust as a “family bank” – providing loans and distributions to beneficiaries as needed – …
Who takes care of issues involving trust administration?
The flickering candlelight cast long shadows on the worried faces gathered around the mahogany table. Martha clutched her husband’s hand, …
How Does A Living Trust Protect My Assets
The late afternoon sun cast long shadows across my desk as I frantically searched for my grandfather’s will. He had …
What Qualities Define A Great Estate Planning Professional?
The worn leather of the briefcase felt cold against my clammy palm. Inside, nestled amongst crumpled papers and dog-eared business …