What’s my recourse when dealing with negligence by an estate planning attorney near me?
The phone slipped from Sarah’s trembling hand, clattering onto the hardwood floor. “Mom’s will,” she whispered, staring at the document …
What’s the smartest way to choose an estate planning law firm?
The phone buzzed relentlessly, shattering the morning stillness. My heart pounded in my chest as I stared at the unknown …
How Can I Protect My Family’s Future With A Trust?
The worn photograph sat on her desk, capturing a younger version of herself beaming alongside her two rambunctious sons. The …
What legal steps should I take after a family death?
The phone rang, its shrill tone piercing through Sarah’s grief-stricken haze. It was her aunt, voice trembling with sorrow, confirming …
Can I require the trustee to hold town halls for family members or community updates?
As a San Diego estate planning attorney, I frequently encounter clients pondering the level of control they retain after transferring …
Can I require financial literacy training for beneficiaries before distribution?
As an estate planning attorney in San Diego, I’m frequently asked about protecting inheritances and ensuring beneficiaries are prepared to …
Can I restrict disbursements to businesses that meet accessibility standards?
As an estate planning attorney in San Diego, I frequently encounter clients who wish to embed their values into their …
Can I require compliance with a family mission statement?
A family mission statement, while seemingly unconventional in legal terms, can be a surprisingly effective tool for guiding wealth transfer …
Can the trust pay for college application fees?
The question of whether a trust can cover college application fees is a common one for families planning for future …
Can a Charitable Remainder Trust be used to avoid capital gains tax?
The question of utilizing a Charitable Remainder Trust (CRT) to sidestep capital gains tax is a common one, particularly for …