Excusing the potential complexities of life, proactive estate planning is paramount for individuals of all ages and financial standings.
The San Diego sun beat down on the patio as Maria nervously stirred her iced tea. Her husband, David, had …
Point Loma Estate Planning Law
What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sunshine streamed through the window as Maria scrolled through old photos on her phone. Her parents, Elena …
What is the most effective way to safeguard your family’s future through comprehensive estate planning?
The salt air hung heavy with a sense of foreboding as Maria sat across from me, tears welling in her …
What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on Maria and David’s patio as they discussed their future, a future they’d carefully …
Can a special needs trust cover workshop registration for public speaking?
Navigating the complexities of special needs trusts requires careful consideration of permissible expenses, and the question of whether workshop registration …
Can I make eco-certification a condition for using trust resources?
The question of integrating environmental considerations, specifically eco-certification requirements, into the distribution or use of trust assets is gaining traction …
Can I set aside funds in my estate for family legal expenses?
Planning for the future isn’t just about financial assets; it’s also about anticipating potential challenges that your loved ones might …
Can a trust own a private equity investment?
Yes, a trust can absolutely own a private equity investment, though it requires careful consideration and planning to ensure compliance …
Can the CRT be designed to maximize Qualified Charitable Distributions (QCDs)?
A Charitable Remainder Trust (CRT) can absolutely be designed to maximize Qualified Charitable Distributions (QCDs), though it requires careful planning …
Can I limit investment to government securities in a testamentary trust?
The question of whether you can limit investment to government securities within a testamentary trust is a common one for …