Trust Lawyer near 92119 zip code.
The afternoon sun cast long shadows across the patio as Maria, a vibrant woman in her early fifties, nervously sipped …
Point Loma Estate Planning Law
What is a trustee?
The Miller family, recent transplants to San Diego, envisioned a bright future filled with sunshine and opportunity; however, their idyllic …
What constitutes a comprehensive estate plan, and why is it crucial for individuals of all ages and financial standings?
The San Diego sun beat down on Claire’s face as she scrolled through old photos on her phone. Her parents, …
What is the best way to protect my family and assets through estate planning?
The San Diego sun beat down on Maria’s shoulders as she scrolled through legal documents, a knot tightening in her …
Can I require professional asset managers for my bypass trust?
The question of whether to engage professional asset managers for a bypass trust—also known as a credit shelter trust or …
Can estate planning include plans for foster children?
Yes, estate planning can absolutely include provisions for foster children, though it requires careful consideration and legal expertise to ensure …
Can you create a trust in one state if your property is in another?
The question of whether you can create a trust in one state while owning property in another is a common …
Can I add new beneficiaries to the trust?
Trusts are powerful estate planning tools, but they aren’t static documents; life changes, and sometimes you want to include new …
Can a bypass trust subsidize relocation costs for heirs impacted by climate change?
The escalating impacts of climate change are forcing individuals and families to make difficult decisions about where they can safely …
Can I embed lifetime caps for individual beneficiaries?
The question of embedding lifetime caps for individual beneficiaries within a trust is a common one, particularly for clients of …