How does a testamentary trust affect Medicaid eligibility?
Testamentary trusts, established through a will and taking effect after death, present a complex intersection with Medicaid eligibility. Understanding this …
Point Loma Estate Planning Law
How do Trusts Work in Community Property States?
Navigating estate planning in community property states like California, Arizona, Nevada, New Mexico, Texas, Washington, Idaho, Louisiana, and Wisconsin requires …
How do I update a trust if I move to a new country?
Moving to a new country is a monumental life change, impacting not only personal logistics but also legal and financial …
How do I retitle my investment accounts to my trust?
Retitling investment accounts to a trust is a crucial step in comprehensive estate planning, ensuring a smooth transfer of assets …
How do I notify the IRS about a trust?
Establishing a trust is a powerful estate planning tool, but it also comes with IRS reporting requirements. Many individuals are …
How do I include online accounts and passwords in my trust plan?
The digital age has fundamentally altered estate planning, presenting new challenges for trust attorneys like myself in San Diego. Traditionally, …