Can I assign a rotating innovation council to guide estate strategy?
The concept of a rotating innovation council to oversee estate strategy, while unconventional, presents a fascinating approach to future-proofing wealth …
San Diego County
Can I assign a family ombudsperson for grievance resolution?
The concept of a family ombudsperson for grievance resolution, while not a traditional legal structure, is gaining traction as families …
Can I assign a chief education officer for the trust?
The question of appointing a “chief education officer” for a trust, while not a standard role, touches upon the crucial …
Can I appoint different people to manage my finances and my healthcare?
The question of whether you can appoint different people to manage your finances and healthcare is a common one for …
Can I appoint a trust protector for future changes?
The question of appointing a trust protector is becoming increasingly common in estate planning, and for good reason. Traditional trusts, …
Can I appoint a different trustee for digital and physical assets?
The question of whether you can appoint different trustees for digital and physical assets within a trust is increasingly common …
Can I allow trust disbursements to cover personal development courses?
The question of whether trust disbursements can cover personal development courses is a nuanced one, deeply rooted in the specifics …
Assertive Estate Planning Lawyer Coronado
Testamentary trusts can be a good option for a California resident trying to plan her estate. Who is entitled to …
Distinguished Trust Lawyer
I seriously need a brilliant living trust attorney near Lakeside in San Diego, Ca. I would call Steve Bliss, he …
Encouraging Probate Attorney Oceanside
All assets left to a spouse (as long as the spouse is a U.S. citizen) or tax-exempt charity are exempt …