What is the best way to protect my family and assets through comprehensive estate planning?
The San Diego sun beat down on Maria’s face as she scrolled through endless photos on her phone. It had …
Point Loma Estate Planning Law
What is the best way to protect my family and assets through comprehensive estate planning?
The San Diego sunshine felt particularly warm on Sarah’s face as she scrolled through old photos, a bittersweet ache in …
What is the most effective way to protect your family and assets through comprehensive estate planning?
The San Diego sunshine often casts a warm glow on idyllic family life, but beneath the surface, unforeseen circumstances can …
San Diego Will Lawyer
The late afternoon sun cast long shadows across Mission Bay as Maria anxiously scrolled through emails, her heart pounding with …
Can I include disaster recovery protocols for trust-owned assets?
As a San Diego estate planning attorney, I often encounter clients who meticulously plan for their lifetime, but surprisingly few …
Can I require annual performance reviews of trust asset managers?
As a beneficiary or trustee, proactively monitoring the performance of trust asset managers is not just advisable, it’s a critical …
Can the trust invest in mission-aligned cooperatives?
As an estate planning attorney in San Diego, I often field questions about the flexibility of trusts, and whether they …
Does an irrevocable trust protect assets from creditors?
Irrevocable trusts, when properly structured and administered, can offer a significant degree of protection from creditors, but it’s not an …
Can I include contingency clauses for divorce or bankruptcy in my estate?
The question of incorporating contingency clauses for divorce or bankruptcy into an estate plan is increasingly common, reflecting the complexities …
Can I require an annual meeting between trustees and beneficiaries?
The question of mandating an annual meeting between trustees and beneficiaries is a surprisingly common one, particularly in California where …