Can my estate plan limit legal jurisdiction for disputes?
The question of whether an estate plan can truly limit legal jurisdiction for disputes is a complex one, particularly within …
Point Loma Estate Planning Law
Can my estate plan account for future changes in citizenship status?
Estate planning is often viewed as a static process – create a plan, and it remains effective indefinitely. However, life …
Can I write in a beneficiary scoring system for incentive-based inheritance?
The concept of incentive-based inheritance, often framed as a “beneficiary scoring system,” is gaining traction as a method to encourage …
Can I use the trust to sponsor family summits on wealth management?
The question of utilizing trust assets for family summits focused on wealth management is a common one, particularly among high-net-worth …
Can I use the trust to fund only certain types of education?
The question of whether a trust can be used to fund only certain types of education is a very common …