Can estate planning help me leave behind a family mission or purpose?
Estate planning is often viewed through the lens of financial assets and legal directives, but its scope extends far beyond …
Point Loma Estate Planning Law
Can I allow optional disbursement suspensions during market downturns?
The question of whether to allow optional disbursement suspensions during market downturns is a critical one for individuals utilizing trusts, …
Can a trustee resign without court approval?
The ability of a trustee to resign without seeking court approval is a frequently asked question in estate planning, and …
Can a trust be set up to coordinate with an educational trust?
Absolutely, a trust can be strategically set up to coordinate seamlessly with an educational trust, creating a comprehensive plan for …
Can I use my estate plan to provide for a surviving cohabitant?
The question of whether an unmarried partner can benefit from an estate plan is a common one, particularly in California …
Can I Specify Beneficiaries Must Complete Estate Planning Themselves to Inherit?
The question of whether you can require beneficiaries to have their own estate planning in place before inheriting from your …
Can I shield distributions from divorce claims?
The question of whether trust distributions can be shielded from divorce claims is a complex one, heavily dependent on state …
Can I set up education funds for my descendants?
The desire to provide for future generations is a deeply ingrained human instinct, and for many, that translates into wanting …
Can I set up a trust for non-family members?
The question of establishing a trust for individuals outside of one’s immediate family is a common one, and the answer …
Can I set up a legacy lecture series through my estate plan?
The desire to impart knowledge and continue influencing future generations is a powerful one, and increasingly, individuals are exploring ways …