What constitutes a comprehensive estate plan for individuals in California?
The Gutierrez family, residents of San Diego, embodied a typical American narrative: two hardworking parents, Maria and David, and their …
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The San Diego sun beat down as Maria Hernandez nervously smoothed the papers on her kitchen table, a knot forming …
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The ocean breeze carried a subtle chill as Sarah paced in her kitchen, a knot of anxiety tightening in her …
Can a bypass trust fund contributions to a child’s Roth IRA?
The question of whether a bypass trust can fund contributions to a child’s Roth IRA is a complex one, deeply …
Can a testamentary trust be used to hold investment properties?
Yes, a testamentary trust can absolutely be used to hold investment properties, offering a powerful tool for estate planning and …
Can a special needs trust include a requirement for culturally competent care?
Absolutely, a special needs trust can, and arguably *should*, include requirements for culturally competent care, ensuring the beneficiary receives support …
Can a bypass trust cover the costs of legacy planning retreats for beneficiaries?
The question of whether a bypass trust can cover the costs of legacy planning retreats for beneficiaries is complex, hinging …
Can I update my estate plan after a divorce?
Divorce is a significant life event that necessitates a thorough review and likely, an update to your estate plan. Failing …
Can a CRT protect assets from creditors?
Community Property Trusts (CPTs), particularly irrevocable ones established under California law, are frequently discussed in the context of asset protection. …