What happens if a trustee breaches their fiduciary duty?
A trustee holds a position of immense trust, managing assets for the benefit of beneficiaries, and a breach of their …
Point Loma Estate Planning Law
Can I require mental health assessments before distributions?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about the well-being of their beneficiaries, and …
Who should consider creating a living trust?
A living trust, often seen as a cornerstone of comprehensive estate planning, isn’t a one-size-fits-all solution, but a powerful tool …
Can I allocate assets for restoration or preservation of cultural artifacts?
The question of allocating assets for the restoration or preservation of cultural artifacts within an estate plan is a fascinating, …
Can a bypass trust be contested by other heirs?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
Can a charitable remainder trust own income-producing farmland?
The question of whether a charitable remainder trust (CRT) can own income-producing farmland is a surprisingly complex one, steeped in …
Can a charitable remainder trust be used to benefit a disabled child?
The question of whether a charitable remainder trust (CRT) can benefit a disabled child is a nuanced one, frequently asked …
Can a bypass trust terminate automatically upon reaching a certain asset threshold?
The question of whether a bypass trust (also known as a credit shelter trust or an A-B trust, though less …
Can a bypass trust support religious or faith-based education for beneficiaries?
The question of whether a bypass trust can support religious or faith-based education for beneficiaries is a common one for …
Can a bypass trust support disability accommodations in the workplace?
The question of whether a bypass trust can support disability accommodations in the workplace is nuanced, touching on special needs …