What are digital assets in the context of a trust?
In today’s increasingly digital world, our lives are inextricably linked to online accounts, cryptocurrency holdings, and various forms of digital …
Point Loma Estate Planning Law
Can I require quarterly beneficiary check-ins for updates?
As an estate planning attorney in San Diego, I often receive questions about maintaining communication with beneficiaries, and whether it’s …
Can I provide additional funds for beneficiaries who adopt or foster children?
As an estate planning attorney in San Diego, I frequently encounter clients who wish to incentivize positive life choices by …
Can I structure the trust to prioritize education over other expenses?
Absolutely, structuring a trust to prioritize education over other expenses is a common and highly effective estate planning strategy, especially …
What happens if a minor inherits without a trust?
When a minor—someone under the age of 18 in most states—inherits property, the situation becomes legally complex and requires court …
Can Beneficiaries Remove a Trustee?
The question of whether beneficiaries can remove a trustee is surprisingly complex and depends heavily on the specific terms of …
Can an irrevocable trust reduce estate taxes?
Estate planning is a complex field, often perceived as daunting, yet profoundly important for securing one’s financial future and ensuring …
Can an irrevocable trust hold foreign real estate?
The question of whether an irrevocable trust can hold foreign real estate is complex, but the short answer is generally …
Can a trustee withhold distributions if a beneficiary is in prison?
The question of whether a trustee can withhold distributions from a trust to a beneficiary who is incarcerated is complex, …
Can a Trustee be Sued?
The role of a trustee, whether managing a family trust, a charitable foundation, or any other type of trust, carries …