How does a testamentary trust work?
A testamentary trust, established within a will, is a powerful estate planning tool that dictates how and when assets are …
San Diego County
How does a testamentary trust differ from a custodial account for minors?
Navigating the world of estate planning for families with minor children often presents a crucial decision: choosing between a testamentary …
How does a living trust impact Medicaid planning?
Navigating the complexities of Medicaid eligibility while simultaneously seeking to protect assets can feel like charting a course through a …
How do you plan for heirs who are minors or have substance abuse issues?
Estate planning is often viewed as a straightforward process of designating assets to loved ones. However, when heirs are minors …
How do you handle portability of unused estate tax exemption between spouses?
The concept of estate tax exemption portability is a crucial aspect of modern estate planning, allowing married couples to effectively …
How do you handle clients who want different plans for different heirs?
Estate planning, at its core, is about reflecting a client’s wishes and values. Often, those wishes aren’t uniform when it …
How do you approach estate planning for clients with estranged family members?
Estate planning is often viewed as a straightforward process, but it becomes significantly more complex when clients have strained or …
Hospitable Estate Lawyer Imperial Beach
The surest way to avoid probate is to have trust. A living revocable trust does not need court approval. What …
Friendly Trust Attorney El Cajon
No one can make a will to the bank and demand that they give them all the money because they …
Unwavering Estate Lawyer
All of this is done under the watchful eye of the probate Court. Can I file Chapter 7 without an …