Can I appoint a digital guardian to manage my online presence?
The question of appointing a digital guardian to manage one’s online presence after incapacitation or death is becoming increasingly relevant …
Escondido Estate Planning
Can a bypass trust restrict distributions based on a financial needs test?
The question of whether a bypass trust can restrict distributions based on a financial needs test is a nuanced one, …
Can I create subcommittees for technology, philanthropy, and governance?
Establishing subcommittees focused on technology, philanthropy, and governance within a trust or estate planning framework, particularly for larger estates or …
Can I require financial counseling before distributions are made?
Navigating the complexities of estate planning often extends beyond simply transferring assets; it can encompass ensuring beneficiaries are equipped to …
Can I authorize digital estate management companies in my documents?
The increasing digitization of our lives—from online banking and social media accounts to cryptocurrency wallets and cloud storage—presents unique challenges …