Should I notify my trustee in advance?
The question of whether to notify your trustee in advance of actions impacting a trust is a surprisingly common one …
Point Loma Estate Planning Law
Should a Newlywed Couple Have One Trust or Two?
Entering marriage is a beautiful merging of lives, but it also necessitates careful consideration of legal and financial matters. One …
Is it possible to require charitable hours in exchange for distributions?
The concept of tying financial distributions from a trust to required charitable service hours is a fascinating, and increasingly discussed, …
Is an irrevocable trust permanent?
The question of whether an irrevocable trust is truly “permanent” is a common one for individuals exploring estate planning options …
Is a Testamentary Trust Public Record?
The question of whether a testamentary trust becomes public record is a common concern for individuals creating estate plans in …
Is a Living Trust Recognized Internationally?
The question of whether a living trust, established under U.S. law (specifically, often California or other state laws where Ted …