The Level of Control You Want to Maintain Over Your Assets is What Drives The Need For a Trust

By : | Category : Assets, Trustees, Trusts | Comments Off on The Level of Control You Want to Maintain Over Your Assets is What Drives The Need For a Trust

30th Jun 2017

When people start thinking about estate planning, they essentially think of what will happen to their assets and loved ones at the time of their death. As such, the majority of people will compose a last will and testament and … more

How to Make a Wise Decision when Appointing Trustees and Beneficiaries

By : | Category : Beneficiaries, benefits, california estate planning attorney orange county, Trustee Powers, Trustees | Comments Off on How to Make a Wise Decision when Appointing Trustees and Beneficiaries

24th Jan 2017

One of the most important decisions you will ever make in your lifetime is whom to appoint as the trustee or beneficiary of your estate in the event of your death. Once you have filed your Final Will and Testament … more

5 Estate Planning Tips for the Blended Family

By : | Category : estate plan, Estate Planning, planning, Trustees, Trusts | Comments Off on 5 Estate Planning Tips for the Blended Family

9th Mar 2016

Second marriages and blended families are common in United States. In fact, an average of 65% of all remarriages involve children from prior marriages and form blended families. While blended families can be wonderful for both the parents and the … more

11th Oct 2014

Dwight Edward Tompkins,Estate Planning Lawyerin Orange County, California.

22nd Sep 2013

Dwight Edward Tompkins,Attorney at Law.714 385-0044.

17th Aug 2013

Frequently, having a family meeting about your estate plan may help you with your goals of protecting and providing for your family.  A family meeting often will help in generally preparing your beneficiaries for future inheritances and responsibilities (or lack … more

26th Jul 2013

Contrary to what many people think, I do not automatically continue as the attorney for the trust.  The trustee may retain me as the attorney, but they are not obligated to do so.  The trustee may retain another qualified attorney, … more

11th Jun 2013

It should seem to be obvious, but I often receive telephone calls from someone who is the trustee of the trust asking me if something is permissible. The starting point is to look at the trust instrument, often referred to … more

21st May 2013

First, only a revocable trust may be amended, and that power must appear in the trust document, and identify what party or parties have the right of revocation and amendment. Normally, it is the settlor or settlors (sometimes referred to … more

15th May 2013

The trustee of a special needs trust has a complex job, which requires the trustee to understand the law and rules of government benefits, as well having the duty to invest funds appropriately.  Add the taxation requirements to prepare and … more