Can I add blockchain-based asset tracking requirements?
The question of incorporating blockchain-based asset tracking into trust administration is rapidly gaining traction, particularly for clients holding digital assets …
Point Loma Estate Planning Law
Can I add a provision for the trust to support a family-run foundation?
The question of incorporating support for a family-run foundation within a trust is a common one, particularly among high-net-worth individuals …
Can I add a charitable lead trust after my CRT ends?
The question of layering a charitable lead trust (CLT) after a charitable remainder trust (CRT) concludes is a common one, …
Can estate planning protect against financial elder abuse?
The increasing prevalence of financial elder abuse is a deeply concerning trend, with estimates suggesting that 1 in 10 older …
Can estate planning include creditor protection for beneficiaries?
Estate planning is often viewed as a process solely focused on distributing assets after one’s passing. However, a robust estate …
Can estate planning help me pass on a family business?
Estate planning is frequently viewed through the lens of wills and asset distribution upon death, but its scope extends far …