What if I have children from multiple marriages—how do I set that up?
Blending families is increasingly common, and with that comes the complexity of estate planning when children from multiple relationships are …
Can I use a CRT to endow an academic chair?
A Charitable Remainder Trust (CRT) can indeed be a powerful tool to endow an academic chair, offering a unique blend …
Can a CRT hold commodities or futures contracts?
Community Property Trusts (CRTs) in California, while versatile estate planning tools, present a nuanced situation when it comes to holding …
Can the trustee withhold distributions?
As an estate planning attorney in San Diego, I often encounter questions about the powers and responsibilities of a trustee, …
Can a bypass trust be funded through a living trust structure?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust, can absolutely be funded through …
How Do Trusts Work?
The air hung heavy in the small courtroom, thick with anticipation. Maria clutched her worn handbag, knuckles white. Her brother …
How can I protect my assets while minimizing potential estate taxes?
The musty smell of old paper filled Michael’s nostrils as he sifted through boxes in his attic. He was preparing …
How do I clarify confusion around conflicting wills?
The flickering candlelight cast long shadows across the dusty attic, illuminating stacks of yellowed papers. Sweat beaded on my brow …
What Do Experts Recommend Doing About Outdated Legal Documents?
The musty smell of old paper filled Emily’s nostrils as she sifted through her late grandmother’s belongings. A stack of …
How can I verify the best fix for a broken trust?
The flickering candlelight cast long shadows across Amelia’s worried face. Her grandfather, a man she adored, had recently passed away, …