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You have worked hard for a very long time to be able to take care of your family. You want to protect and provide for them, including those with special needs. You may have someone close to you who has special needs and you may wish to set up a trust so that you...
For most people, the first step in starting a business is probably having the right “idea.” You have thought of a product or service that you think will be profitable – but, we all know that there is much more than that when it comes to starting and operating a...
Accepting the role of trustee means taking on a lot of work. It also means assuming a fiduciary duty. The trustee managing a trust, controlling its assets and making distributions to beneficiaries will need to perform their duties appropriately and in a timely manner....
A trust has a lot of responsibility in the administration of a trust, including a trust that is part of an estate plan. For that reason, estate planners should know what to take into account when selecting a trustee to administer their trust. Considerations when...
Many times, the estate or trust of a former San Diego resident can get embroiled in probate or trust litigation because of disgruntled relatives. Litigation is possible, for example, when some family members feel like they were treated unfairly in the distribution....
In getting every detail complete in your will, you make sure that you and your spouse name the right person as the legal guardian of your minor children. You talk it over with prospective candidates, look at their lifestyles, values and financial positions in making...
A lot of estate plans either pass through the probate process without issue, or they skip the process altogether. But sometimes complicated issues arise in the probate process that can have significant implications for those involved. This is especially true when the...
When a person passes away, his or her personal representative is responsible for settling their estate. One of the most important first steps for the personal representative to take is to find all of the deceased person’s estate planning documents and supporting...
New businesses are started daily across California. As readers of this legal blog may know, different businesses can take on different formations based on their needs and specific goals. One type of business formation plan that an entity can adopt is a partnership....
If you’re like a lot of people in the San Diego area, then you’re concerned about what will come of your assets when you’re gone. Sure, you’re probably excited about the prospect of leaving financial resources for your loved ones to enjoy, taking comfort in the fact...
