Can I require collaborative financial planning among siblings?
The question of whether you can *require* collaborative financial planning among your siblings after your passing is complex, falling into …
Point Loma Estate Planning Law
Can I plan for financial emergencies in my estate plan?
Absolutely, incorporating provisions for financial emergencies within your estate plan is not only possible but a prudent strategy to safeguard …
Can I allow beneficiaries to buy trust assets at discount?
Allowing beneficiaries to purchase trust assets at a discount is a complex issue with significant tax and legal implications, and …
Can I use a living trust in place of a power of attorney?
The question of whether a living trust can replace a power of attorney is a common one, and the answer …
Can a trust protector change beneficiaries?
The role of a trust protector is increasingly common in modern estate planning, offering a flexible layer of oversight, but …
Can a testamentary trust be used to control asset distribution?
The question of whether a testamentary trust can be used to control asset distribution is a resounding yes. In fact, …
Can a testamentary trust be used as part of an asset protection strategy?
The question of whether a testamentary trust can function as an asset protection strategy is complex, requiring a nuanced understanding …
Can a testamentary trust be drafted to act in tandem with a revocable living trust?
The interplay between testamentary trusts and revocable living trusts is a common, and often beneficial, estate planning strategy employed by …
Can a testamentary trust be challenged in court?
Testamentary trusts, created within a will, are powerful estate planning tools, but they aren’t immune to legal scrutiny. While a …
Can a testamentary trust affect Medicaid eligibility?
The intersection of testamentary trusts and Medicaid eligibility is a complex area of estate planning, often creating significant confusion for …