Can I plan for multiple successors for various family roles and trusts?
The question of succession planning within trusts, particularly when involving family dynamics and multiple roles, is incredibly common for Ted …
Point Loma Estate Planning Law
Can I plan for business succession in my estate plan?
The intersection of estate planning and business succession is a critical, yet often overlooked, aspect of comprehensive financial preparation. Many …
Can I place intellectual property rights into a testamentary trust?
The question of whether you can place intellectual property (IP) rights – patents, copyrights, trademarks, trade secrets – into a …
Can I place a CRT under the jurisdiction of an alternative dispute resolution body?
The question of whether a Community Revocable Trust (CRT), established under California law, can be subject to the jurisdiction of …
Can I outline specific purposes for trust fund disbursements?
The ability to outline specific purposes for trust fund disbursements is a cornerstone of effective estate planning, and a frequent …