Can I include a provision to protect whistleblower heirs from disinheritance?
The question of safeguarding whistleblower heirs from potential disinheritance is becoming increasingly relevant in estate planning, particularly as societal awareness …
Point Loma Estate Planning Law
Should I use a warranty deed or a quitclaim deed for my trust?
Deciding between a warranty deed and a quitclaim deed when transferring property into a trust is a crucial step in …
Can I use a trust to fund community development projects?
Yes, a trust can absolutely be a powerful tool to fund community development projects, offering a structured and lasting mechanism …
Can I require an independent panel to approve principal distributions over a limit?
Absolutely, establishing an independent panel to oversee principal distributions exceeding a predetermined limit is a robust and frequently utilized estate …
Can I mandate virtual check-ins for geographically dispersed heirs?
As an estate planning attorney in San Diego, I frequently encounter situations where families are spread across the country, or …
Does a revocable trust protect against Medicaid estate recovery?
The question of whether a revocable trust shields assets from Medicaid estate recovery is a complex one, frequently asked by …
Do Trustees Get Paid?
The question of whether trustees get paid is surprisingly complex, and often misunderstood. Many assume a trustee receives a substantial …
Do I need to update my trust if my income changes significantly?
The question of whether a significant income change necessitates updating your trust is a common one for clients of Ted …
Do I need to give a copy of the trust to my trustee?
The question of whether a trustee needs a copy of the trust document is fundamental to proper trust administration, and …
Do Changes in Tax Law Affect My Trust?
The question of whether changes in tax law affect your trust is a common and crucial one for anyone with …