Can I limit access to trust assets until retirement age?
The question of restricting access to trust assets until retirement is a common one for individuals planning their estate and …
Point Loma Estate Planning Law
Can I limit a beneficiary’s control over their inheritance using a testamentary trust?
The question of controlling how and when a beneficiary receives an inheritance is a common concern for estate planning, especially …
Can I Leave Instructions for the Trustee on Hiring Financial Advisors?
The question of whether you can leave instructions for your trustee regarding the hiring of financial advisors is a common …
Can I keep the trust secret from one of the beneficiaries?
The question of maintaining trust confidentiality, particularly when excluding a beneficiary from knowledge of its existence, is a surprisingly common …
Can I integrate my estate plan with my business exit strategy?
The intersection of estate planning and business exit strategy is a critical, yet often overlooked, area for business owners. Many …