Special Needs Trusts in California

From the desk of San Diego (Carmel Valley) Living Trust Attorney, Kristina R. Hess: Serving San Diego County Families with their Estate Planning… I.  Special Needs Trust (or Supplemental Needs Trust) – There are two types of special needs trusts, those created by third parties (e.g. parents or grandparents) and …

California Conservatorship for Special Needs

When Your Special Needs Son or Daughter Cannot Make Decisions for Themselves From the desk of Del Mar/Carmel Valley Trust and Estate Attorney, Kristina R. Hess San Diego Estate Planning for Your Family: What do you do when your adult child has special needs?  In the fictitious story about Sam …

Why it is Critical to Review Your Estate Plan Periodically

This is important, especially for us women! From the Desk of San Diego Trust Attorney (located in Carmel Valley/Del Mar 92130), Kristina R. Hess: I write this post with a little bit of a heavy heart… Sometimes it is too late to fix things that are not right or how …

Trusts and Estates for Foreign Nationals

What You Don’t Know and Don’t Plan for Could Cost Your Loved Ones Hundreds of Thousands of Dollars! From the Desk of San Diego Trust and Estate Planning Lawyer Kristina R. Hess…. On July 27, 2010, I held our first “Truth About Estate Planning For Foreign Nationals” seminar/workshop in our …

So You Own Your Own Corporation … But Does it Work?

From the desk of Kristina R. Hess, San Diego Estate Planning (Wills and Living Trusts) and Business Attorney: Most people know about the many advantages of owning your own corporation…the top three are: There are significant tax advantages; Corporations can provide asset protection; Corporations can shield individual directors and officers from …

San Diego Guardianship – Probate Court

Is your child protected if you were not here? No parent on the planet wants to think about it, and it’s part of my job to talk about it, plan for it, and make sure that we San Diego parents are prepared… Are your children protected and provided for if …

I Want to Leave a Legacy, How Will They Remember Me?

So, truth be told, the legacy theme certainly isn’t novel, original or anything else, but nonetheless, it is fundamental and timeless. I love the lyrics and song by Nicole Nordeman “Legacy.”  We played this song at my dad’s memorial service.  He was a legacy man.  I want to be a …