Can a testamentary trust protect against creditors?
A testamentary trust, established through a will and taking effect after death, offers a degree of creditor protection, though it’s …
Can a testamentary trust enforce an annual audit of trust assets?
A testamentary trust, created through a will and taking effect after death, absolutely can – and often should – enforce …
What is a marital testamentary trust?
A marital testamentary trust, established through a will, is a powerful estate planning tool designed to provide for a surviving …
Can I mandate shared trust governance between family lines?
The question of whether you can mandate shared trust governance between family lines is a complex one, deeply rooted in …
Can I change my estate plan after it’s been finalized?
Yes, absolutely you can, and in fact, it’s quite common and often *necessary* to update your estate plan as life …
Can I prohibit use of trust property as loan collateral?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about the security of assets held in …
What should I do first if I need estate planning support near by?
The phone rang, its shrill tone piercing through Michael’s concentration. His heart pounded as he answered, bracing himself for the …
Who can take over resolving my estate after an attorney retires?
The old oak desk creaked under the weight of decades, each scratch a testament to countless legal battles fought and …
How do I resolve something that’s already escalated with an estate planning lawyer near me?
The phone slipped from Sarah’s grasp, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …
Who can mediate a disagreement about asset distribution?
The air hung thick with tension in the dimly lit conference room. Martha and her brother, Thomas, sat across from …