Can a bypass trust receive assets via disclaimer by the surviving spouse?
The question of whether a bypass trust can receive assets via disclaimer by the surviving spouse is a complex one, …
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What’s the difference between a testamentary trust and an inter vivos trust?
The core distinction between a testamentary trust and an inter vivos trust lies in *when* they are created—one through a …
Can I require annual beneficiary letters to the family?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their wishes are clearly communicated …
Can a special needs trust help pay for assistive listening devices?
Navigating the financial landscape for individuals with special needs requires careful planning, and a key component of that planning often …
Can I create a spendthrift trust to protect irresponsible heirs?
The question of shielding assets from beneficiaries who may not manage them wisely is a common concern for estate planning …
How do I correct an error involving a trust attorney?
The phone slipped from my hand, clattering against the hardwood floor. My stomach churned as I reread the email for …
What are the different types of trusts used in estate planning?
The late afternoon sun cast long shadows across my desk as I frantically sifted through a mountain of paperwork. My …
What are my options if I need help with elder estate planning?
The flickering fluorescent light hummed above Martha, casting harsh shadows across her wrinkled face as she stared at the stack …
What’s the simplest way to address issues with an estate planning lawyer near by?
The phone buzzed insistently, jolting me awake in the pre-dawn gloom. It was my sister, her voice choked with tears. …
How can I be sure I’m hiring the best trust attorney?
The phone slipped from my grasp, clattering onto the hardwood floor. My heart hammered against my ribs as I stared …