How do I change beneficiaries in my will
The rain hammered against the windows of the small office, mirroring the storm brewing within old Mr. Abernathy. He’d meticulously …
What’s the top-rated solution for California estate planning
The clock ticked relentlessly. Old Man Tiberius, a recluse known for his eccentric collections and even more eccentric distrust of …
How do I escalate a situation involving mismanagement of an estate near by
The old Victorian house stood silent, a grey ghost against the perpetually overcast sky. Dust motes danced in the shafts …
Can a trust be funded with property instead of cash?
Absolutely, a trust can absolutely be funded with property—real estate, stocks, bonds, vehicles, and other assets—instead of solely relying on …
Can I require beneficiaries to obtain legal counsel before major withdrawals?
As an estate planning attorney in San Diego, I frequently encounter situations where settlors—those creating trusts—want to ensure their beneficiaries …
Can I limit access to trust assets until retirement age?
Yes, absolutely you can limit access to trust assets until retirement age, and this is a very common and effective …
Can I include heirlooms and antiques in my estate plan?
Absolutely, incorporating heirlooms and antiques into your estate plan is not only possible but often a crucial part of ensuring …
Can I assign liquidation triggers based on geopolitical events?
The question of whether one can assign liquidation triggers based on geopolitical events is increasingly relevant in today’s interconnected and …
Can I assign liquidation triggers based on geopolitical events?
The question of whether you can assign liquidation triggers based on geopolitical events within a trust or estate plan is …
Can a special needs trust fund immersive therapy programs abroad with medical approval?
The question of whether a special needs trust can fund immersive therapy programs abroad, even with medical approval, is a …