What is a nuncupative will?
The afternoon sun cast long shadows across the San Diego coastline as Maria, a retired teacher, received devastating news. Her …
Point Loma Estate Planning Law
What happens when a family delays essential estate planning, leaving their loved ones grappling with unnecessary complexities and potential financial burdens?
The San Diego sun beat down on the patio as Maria and David enjoyed a quiet afternoon. They were both …
What is the most effective way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on Maria’s face as she stared out at the Pacific, a knot of worry …
What is the best way to protect my family and assets through estate planning?
The San Diego sunshine felt particularly poignant that Tuesday morning as Carol sat across from her brother, David, in a …
Can I change the trustee without changing the trust?
The question of whether you can change a trustee without altering the fundamental structure of your trust is a common …
Can government agencies penalize the beneficiary if the trust violates rules?
The question of whether government agencies can penalize a trust beneficiary for trust violations is complex, often hinging on the …
Can I transfer intellectual property into a trust?
Absolutely, intellectual property – encompassing things like copyrights, patents, trademarks, and trade secrets – can be transferred into a trust, …
Should I store my trust with an attorney or at home?
The question of where to store your original trust documents—with an attorney or at home—is a surprisingly common one for …
Can a bypass trust compensate an independent investment committee?
The question of whether a bypass trust can compensate an independent investment committee is a complex one, deeply rooted in …
Can I mandate ESG compliance in trust-held portfolios?
The question of whether you can mandate Environmental, Social, and Governance (ESG) compliance in trust-held portfolios is increasingly common, reflecting …