Estate Planning / Probate & Trusts / Business Law (858) 720-8250 info@thelegacylawyer.com
Posted in Estate Planning, Trust Administration on Apr 26th, 2010
A ‘testamentary trust’ is a will that directs the creation of a trust, either explicitly or because the terms of the will can’t be carried out immediately. In California, beneficiaries under a trust are entitled to annual accountings from the trustee (usually the executor of the will) unless the terms of the will stated otherwise.
Posted in Estate Planning, Living Trusts, New Parents on May 18th, 2009
Congratulations on your new family! You are in the midst of an exciting adventure, but it’s an adventure with real-life concerns. Among them – how best to protect your children should something happen to you? In my practice, I try to patiently walk clients through the maze of choices they need to make as responsible [...]
Posted in Estate Planning, Living Trusts, New Parents, Planning for Incapacity on Apr 17th, 2009
A common client for me, especially through my contacts with the Parent Connection in San Diego, is the young married couple with minor children. Let’s take a typical example: Donna and Ken (not their real names!). Donna and Ken are both approximately 30 years of age. They have been married for four years, and are [...]
