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Point Loma Estate Planning Law
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The San Diego sun beat down on Maria’s shoulders as she stared at the overflowing boxes in her garage. Her …
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The San Diego sun beat down on the patio as Maria and David enjoyed a quiet brunch, oblivious to the …
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The San Diego sun beat down on Maria’s shoulders as she sifted through boxes in her late grandmother’s garage. Nana …
Can testamentary trusts pay performance bonuses to trustees?
Testamentary trusts, established through a will after someone passes away, present unique considerations when it comes to compensating trustees, and …
Can I include instructions for public disclosure or privacy of my estate contents?
The question of controlling the visibility of your estate’s contents after your passing is a significant one, and yes, you …
Can I restrict distributions to essential expenses only?
As an estate planning attorney in San Diego, I often encounter clients who wish to maintain control even after their …
Do I need a certificate of trust to open bank accounts?
Generally, yes, you often need a Certificate of Trust to open and manage bank accounts held in the name of …
Does a testamentary trust shield assets from divorce?
The question of whether a testamentary trust can shield assets from divorce is a complex one, heavily dependent on state …
Can the assets in a bypass trust be commingled with personal assets?
The question of whether assets within a bypass trust—also known as an A/B trust or credit shelter trust—can be commingled …