Can I place limitations on how often distributions are requested?
The question of controlling the timing of distributions from a trust is a common and crucial one for many establishing …
The question of controlling the timing of distributions from a trust is a common and crucial one for many establishing …
A testamentary trust, created within a will, is a powerful estate planning tool, but its fate is inextricably linked to …
A testamentary trust, created within a will, is contingent upon the will’s validity; if the will is invalidated, the trust …
The manila envelope sat on my desk, heavier than its weight suggested. Inside were documents – a mishmash of handwritten …
The flickering candlelight danced across Sarah’s anxious face as she reread the email for the tenth time. It had arrived …
The clock ticked ominously in Sarah’s dimly lit apartment. A stack of unopened mail piled on her kitchen table, a …
The stale air hung heavy in the lawyer’s office, each tick of the grandfather clock echoing my mounting anxiety. My …
How can I protect my loved ones financially after I’m gone?
It was late, too late. The phone rang sharply, jarring me awake. My aunt Margaret was on the line, her …
The question of whether a trust can delay inheritance to beneficiaries involved in bankruptcy is complex, hinging on the trust’s …
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their assets are distributed responsibly …