How does a testamentary trust handle jointly owned property?
Testamentary trusts, created within a will and taking effect upon death, present unique challenges when dealing with property held in …
San Diego County
How does a special needs trust differ from a traditional trust?
Trusts are foundational tools in estate planning, allowing individuals to manage and distribute assets according to their wishes. However, not …
How do you secure and store estate planning documents?
Estate planning isn’t simply about *creating* the documents – wills, trusts, powers of attorney, healthcare directives – it’s equally crucial …
How do you handle successor trustee transitions?
The transition of a trustee role, particularly when moving to a successor trustee, is a critical juncture in trust administration. …
How do you handle digital-only asset accounts like online businesses or domain names?
The rise of the digital age has presented unique challenges for estate planning. Traditionally, estate planning focused on tangible assets …
How do you approach planning for a surviving spouse with different citizenship status?
Estate planning for a couple where one spouse is not a U.S. citizen presents unique challenges that require careful consideration. …
How do you account for inflation in long-term testamentary trust planning?
Testamentary trusts, established through a will and taking effect after death, are powerful tools for providing long-term financial security for …
Fellow Trust Attorney National City
Generally, the Executor of a will cannot take everything. Wills Are Public Record. First, the client may not want the …
Affectionate Living Trust Lawyer Imperial Beach
What are the main steps in probate? CREATE AN INVENTORY OF WHAT YOU OWN AND WHAT YOU OWE. DEVELOP A …
Independent Estate Planning Attorney Encinitas
Steve and his staff are fantastic! We used him to set up a Will and Trust. Steve was very patient, …