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The San Diego sun beat down on the weathered porch as Amelia stared at the stack of unopened bills. Her …
Point Loma Estate Planning Law
Extremely-Resourceful Estate Planning Attorney In San Diego.
The late afternoon sun cast long shadows across Mission Bay as Sarah clutched the worn photograph of her parents, a …
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The San Diego sunshine seemed a little dimmer that October afternoon for the Miller family. Sarah Miller, a vibrant kindergarten …
Can I structure a bypass trust to provide unequal distributions to children?
Yes, absolutely, a bypass trust, also known as a B trust or a family trust, can be specifically structured to …
Can I build a financial literacy curriculum into the trust?
The idea of embedding a financial literacy component within a trust is not only innovative but increasingly relevant in today’s …
How do trusts work in community property states?
In community property states – Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin – the concept of …
Can I require that heirs maintain a personal financial reserve before accessing the trust?
Absolutely, incorporating a requirement for heirs to demonstrate financial responsibility – specifically, maintaining a personal financial reserve – before accessing …
Is there an app for managing trust records?
The question of whether a dedicated “app” fully manages all facets of trust records is complex; while a single, all-encompassing …
Can a testamentary trust reward family conflict resolution efforts?
The question of whether a testamentary trust can incentivize family conflict resolution is a complex, yet increasingly popular, area of …