Can I set up a trust for non-family members?
Yes, you absolutely can establish a trust benefiting individuals who are not family members, although there are specific considerations to …
Can I require the trustee to provide annual updates to my heirs?
Absolutely, you can, and often should, incorporate provisions into your trust document requiring regular updates to your heirs from the …
Can estate planning help protect assets from nursing home costs?
The rising cost of long-term care, particularly nursing home expenses, is a significant concern for many Americans, with the national …
Can I require non-disclosure agreements for sensitive asset handling?
As an estate planning attorney in San Diego, I frequently encounter clients with complex financial portfolios and deeply personal family …
Can a special needs trust cover classes on consent and personal boundaries?
Absolutely, a special needs trust can, and often *should*, cover classes on consent and personal boundaries for a beneficiary, aligning …
How do I file a request for trust revisions?
The worn leather-bound journal lay open on the mahogany desk, its pages filled with faded ink and cryptic notes. My …
What should I not do when hiring an estate planning attorney near me?
The phone slipped from Sarah’s hand, clattering onto the hardwood floor. The words of the banker echoed in her mind, …
How Can a Trust Protect My Assets From Creditors?
The insistent buzzing of his phone pulled Michael from a restless sleep. It was his bank, again. They were threatening …
What are the common signs of a trustworthy trust attorney?
The flickering fluorescent lights hummed above, casting long shadows across the cluttered desk. Scattered documents spoke of unfinished business, each …
Who should I consult with before making estate planning decisions?
The phone rang, jarring Margaret awake. It was her sister, frantic. Their mother had passed away suddenly. Margaret’s mind raced; …