Can I plan for future tax law changes in my estate plan?
Estate planning is often viewed as a static process – creating documents now to dictate the distribution of assets after …
Point Loma Estate Planning Law
Can I place limitations on selling inherited property?
The question of whether you can place limitations on selling inherited property is a common one for beneficiaries and estate …
Can I place a portion of the trust in a socially responsible fund?
The question of integrating socially responsible investing (SRI), or impact investing, into a trust is increasingly common, and thankfully, absolutely …
Can I Penalize Media Disclosures of Family Finances?
The question of whether you can penalize media disclosures of family finances is complex, deeply intertwined with First Amendment rights, …
Can I name someone to manage just my business assets in the trust?
The question of segregating business asset management within a trust is a common one, particularly for entrepreneurs and business owners …