Does a testamentary trust follow state or federal law?
Testamentary trusts, created within a will, are primarily governed by state law, not federal law. While federal laws can impact …
San Diego County
Do you review estate plans to ensure compliance with recent tax law changes?
Estate planning isn’t a ‘set it and forget it’ process; it requires regular review, particularly in light of ever-changing tax …
Do you recommend establishing a separate trust for each beneficiary?
The question of whether to establish a separate trust for each beneficiary is a frequent one for estate planning attorney …
Do you offer reviews of estate plans written by other attorneys?
The question of whether an estate planning attorney will review plans drafted by others is a common one, and the …
Do you assist with legacy planning for digital intellectual property?
In today’s increasingly digital world, our assets aren’t limited to physical possessions. Digital intellectual property – things like websites, domain …
Do irrevocable trusts work well with buy-sell agreements?
Irrevocable trusts and buy-sell agreements are powerful estate planning tools, and when combined strategically, they can offer significant benefits for …
Do I need to re-notarize changes made to the trust?
The question of whether you need to re-notarize a trust after making changes is a common one for clients of …