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Point Loma Estate Planning Law

How do I choose the right trustee?

May 11, 2025 by admin

Selecting a trustee is arguably the most critical decision when establishing a trust. It’s not merely about naming someone you …

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How do I avoid double taxation in a trust?

May 11, 2025 by admin

Navigating the tax implications of trusts can seem daunting, particularly the concern of double taxation – where income is taxed …

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How can I protect inherited funds from bad decisions?

May 11, 2025 by admin

Receiving an inheritance, while often a blessing, can present unique challenges, especially concerning the potential for mismanagement. Many individuals, suddenly …

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How are insurance claim proceeds handled by a testamentary trust?

May 11, 2025 by admin

Testamentary trusts, established through a will and taking effect after death, often become beneficiaries of life insurance policies or receive …

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Does the trustee have to file tax returns for the trust?

May 11, 2025 by admin

Navigating the tax obligations of a trust can be surprisingly complex, even for seasoned individuals. As a trust attorney in …

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Does each state have different trust rules?

May 11, 2025 by admin

The landscape of trust law in the United States is decidedly not uniform. While the Uniform Trust Code (UTC) has …

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Recent Posts

  • How do I choose the right trustee?
  • How do I avoid double taxation in a trust?
  • How can I protect inherited funds from bad decisions?

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