Can estate planning help me maintain privacy over my assets?
Estate planning is often viewed solely through the lens of wealth transfer after death, but a crucial, often overlooked benefit …
Point Loma Estate Planning Law
Can I penalize inactivity or idleness with distribution delays?
As an estate planning attorney in San Diego, I frequently encounter questions about the intricacies of trust administration, and one …
What is a per stirpes distribution in a trust?
Per stirpes distribution, a Latin term meaning “by the roots,” is a method used in trusts and wills to distribute …
How do I assign royalties to a trust?
Assigning royalties to a trust is a powerful estate planning tool, allowing for the continued income stream from intellectual property …
Can I assign heirs to peer-monitoring groups for asset usage?
The concept of assigning heirs to peer-monitoring groups for asset usage, while unconventional, touches upon a critical element of responsible …
Can a testamentary trust support multi-generational planning?
The question of whether a testamentary trust can facilitate multi-generational planning is a common one for families seeking to secure …
Can a testamentary trust specify use of ethical banking institutions?
The question of whether a testamentary trust can specify the use of ethical banking institutions is complex, blending legal feasibility …
Can a testamentary trust reward beneficiaries for remaining debt-free?
The concept of incentivizing beneficiaries within a testamentary trust, particularly by rewarding debt-free living, is increasingly popular and legally permissible, …
Can a testamentary trust require trustee participation in continuing legal education?
The question of whether a testamentary trust can require trustee participation in continuing legal education (CLE) is a nuanced one, …
Can a testamentary trust receive IRA distributions?
The question of whether a testamentary trust can receive IRA distributions is a common one for estate planning attorneys like …