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 …
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The San Diego sun beat down on the patio as Maria nervously stirred her iced tea. Her brother, David, had …
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The afternoon sun cast long shadows across the patio as Michael and Sarah nervously reviewed the stack of papers. They …
What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sunshine streamed through the window as Maria, a vibrant woman in her early forties, nervously recounted a …
Can a special needs trust fund access to disability-themed literature?
That’s a surprisingly complex question, as special needs trusts are designed to supplement, not replace, government benefits, and seemingly innocuous …
Can I include provisions for automatic income reduction after certain thresholds?
Yes, you absolutely can include provisions for automatic income reduction after certain thresholds within a trust, and it’s a surprisingly …
How do testamentary trusts fit into long-term estate planning?
Testamentary trusts are powerful tools within a comprehensive estate plan, activated by the provisions of a will after someone passes …
Can I include succession for trustee roles in my estate planning?
Absolutely, including succession for trustee roles is a vital component of comprehensive estate planning, ensuring a smooth transition and continued …
Can I direct that only the income from a trust be distributed?
Yes, you absolutely can direct that only the income from a trust be distributed, and this is a common and …
Can I create rotating trustee roles with shared fiduciary duties?
The concept of rotating trustee roles, while not explicitly forbidden, is complex and requires careful consideration under California law. It’s …