Can I set mandatory reevaluation checkpoints every five years?
The question of incorporating regular reevaluation checkpoints into an estate plan, specifically every five years, is a smart one, and …
Point Loma Estate Planning Law
Can I require investment in local community development projects?
As an estate planning attorney in San Diego, I frequently encounter clients interested in leaving a legacy that extends beyond …
Can the CRT allow for income reallocation to meet family care needs?
Community property trusts (CRTs) offer a powerful, yet often misunderstood, tool for managing assets and providing for loved ones, and …
Can estate planning accommodate second marriages?
Navigating estate planning after a second marriage requires careful consideration, as blending families and assets introduces complexities not present in …
Can Medicaid access my irrevocable trust assets?
The question of whether Medicaid can access assets held in an irrevocable trust is a complex one, deeply rooted in …
How do I include personal effects in my trust?
Planning for the distribution of your assets through a trust isn’t solely about financial accounts and real estate; a significant …
How do I ensure a testamentary trust aligns with my power of attorney documents?
Establishing a comprehensive estate plan is about more than just creating a will or trust; it’s about ensuring all the …
How do I choose a trustee for a testamentary trust?
Selecting a trustee for a testamentary trust—a trust created within your will—is a profoundly important decision, demanding careful consideration beyond …
How do I assign real estate leases to an irrevocable trust?
Assigning real estate leases to an irrevocable trust is a complex process requiring careful attention to detail, legal compliance, and …
How can I ensure smooth transition of trust assets after my death?
The smooth transition of trust assets after death is a primary concern for anyone establishing a trust, and rightfully so. …