Inheritance Tax and Probate: Insights from a San Diego Probate Attorney
Inheritance tax is a subject that many individuals and families need to familiarize themselves with. As with many legal matters, …
Can I include funeral or burial wishes in the trust?
Estate planning, at its core, is about ensuring your wishes are honored and your loved ones are protected after you’re …
Can I include educational stipends in a testamentary trust?
The question of whether educational stipends can be included within a testamentary trust is a common one for estate planning …
Can I include digital tools to track estate assets and distributions?
The question of incorporating digital tools into estate asset tracking and distribution is becoming increasingly relevant as our lives become …
Can I include cooperative ownership models for large estates?
Estate planning for large estates often extends beyond simple wills and trusts, venturing into more complex ownership structures. While traditional …
Can I include clauses that allow redistribution after global financial crises?
The question of incorporating clauses into a trust that permit redistribution of assets following a global financial crisis is increasingly …
Can I include business interests in a trust?
The question of whether you can include business interests within a trust is a common one for entrepreneurs and business …
Can I include asset protection clauses in a testamentary trust?
The question of incorporating asset protection clauses within a testamentary trust – a trust created through a will – is …
Can I implement a mandatory mentorship program for beneficiaries?
The question of implementing a mandatory mentorship program for trust beneficiaries is complex, touching upon legal considerations, ethical obligations, and …
Can I give the trustee the power to split the trust if needed?
The question of granting a trustee the power to split a trust is a common one for those establishing estate …
Can I Give My Executor Broad Discretion?
The question of how much discretion to grant an executor, particularly a trusted individual like a San Diego trust attorney …