What is the best way to ensure your assets are distributed according to your wishes in California?
The warm San Diego sun filtered through the blinds as Sarah, a vibrant elementary school teacher, nervously tapped her pen …
The warm San Diego sun filtered through the blinds as Sarah, a vibrant elementary school teacher, nervously tapped her pen …
The San Diego sun beat down on the patio as Maria nervously stirred her iced tea. Her brother, David, had …
The afternoon sun cast long shadows across the patio as Michael and Sarah nervously reviewed the stack of papers. They …
The San Diego sunshine streamed through the window as Maria, a vibrant woman in her early forties, nervously recounted a …
The question of whether a special needs trust can be funded after death is a common one for families caring …
Absolutely, a bypass trust, also known as an AB trust or credit shelter trust, can and often *should* include detailed …
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools often used to provide income to individuals while also benefiting a …
Testamentary trusts offer a powerful, yet often underutilized, method for continuing philanthropic endeavors beyond one’s lifetime, allowing individuals to shape …
The increasing prevalence of digital contracts, or “clickwrap” agreements, presents novel challenges for testamentary trusts, those established through a will …
The question of whether a special needs trust (SNT) can be relocated due to natural disaster displacement is complex, but …