Can my estate plan include mediation procedures for family disputes?
The prospect of family disputes following the passing of a loved one is, unfortunately, all too common. Approximately 30-40% of …
San Diego County
Can my estate fund the launch of a family-owned education platform?
The question of whether your estate can fund the launch of a family-owned education platform is a multifaceted one, heavily …
Can I write in rebalancing rules for investment portfolios?
Absolutely, establishing clear rebalancing rules within a trust is a crucial component of long-term financial planning, especially when managing investment …
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 those …
Can I use the trust to fulfill philanthropic goals after death?
Estate planning is often viewed solely through the lens of distributing assets to family, but a growing number of individuals, …
Can I use the bypass trust to support a startup incubator?
The question of utilizing a bypass trust to support a startup incubator is complex, hinging on the specifics of the …
Can I use my estate plan to provide for a surviving cohabitant?
The question of whether you can include provisions for a surviving cohabitant in your estate plan is increasingly relevant in …