What are generation-skipping transfers?
The Peterson family, residing in San Diego, recently experienced a jarring realization about estate planning. Mark and Lisa Peterson, both …
Point Loma Estate Planning Law
What is the best way to protect your family and assets through comprehensive estate planning?
The salt air hung heavy with the scent of jasmine as Carol sat on her porch in Ocean Beach, a …
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The San Diego sun beat down on Lisa’s shoulders as she stared out at Mission Bay, a familiar ache in …
Blissful Estate Planning Attorney Near By.
The San Diego sun beat down on Maria’s shoulders as she nervously scrolled through her phone, another email from the …
Can I include trust terms that allow skipping distributions during crises?
The question of whether a trust can include terms allowing the skipping of distributions during times of crisis is a …
Can beneficiaries be changed in an irrevocable trust?
Irrevocable trusts are often perceived as rigid, unchangeable documents, and while that’s largely true, the situation regarding beneficiaries isn’t always …
Can I allow for multigenerational inheritance rollover structures?
The concept of multigenerational wealth transfer, and specifically establishing inheritance rollover structures, is a cornerstone of comprehensive estate planning, and …
Can I make education a requirement for inheritance?
The question of whether you can require a beneficiary to obtain an education as a condition of receiving an inheritance …
Can I appoint different people for estate and health decisions?
Absolutely, it’s not only permissible but often advisable to designate different individuals for making estate and health decisions, ensuring each …
Can the Trust Provide Rent Assistance During Transitions Between Careers?
The question of whether a trust can provide rent assistance during career transitions is a complex one, deeply rooted in …