Can a CRT be structured to pay trustee bonuses based on ethical benchmarks?
Community Property Trusts (CPTs), often used in California estate planning, offer flexibility but present unique challenges when considering trustee compensation …
Community Property Trusts (CPTs), often used in California estate planning, offer flexibility but present unique challenges when considering trustee compensation …
The desire to preserve family heirlooms is a deeply emotional one, and fortunately, estate planning tools exist to help ensure …
The question of whether a special needs trust (SNT) can fund interactive therapeutic toys is a common one, and the …
As an estate planning attorney in San Diego, I frequently encounter clients concerned about the privacy of their estate details, …
The ability to restrict foreign travel funding during pandemics or emergencies is a complex legal and practical issue, heavily dependent …
Testamentary trusts, created within a will and coming into effect after death, offer a unique set of tax implications that …
Rain lashed against the windows, blurring the lights of the Temecula Valley into a hazy glow. My hands trembled as …
The flickering fluorescent lights above buzzed incessantly, mirroring the anxious rhythm of Martha’s heart. Her elderly mother, once vibrant and …
The phone slipped from Maria’s hand, clattering onto the hardwood floor. Her lawyer’s words echoed in her mind: “contested… validity… …
The musty smell of old paper and leather filled Michael’s nostrils as he sifted through his late father’s documents. A …