Can a bypass trust require financial literacy training for heirs?
The question of whether a bypass trust can—and *should*—require financial literacy training for heirs is increasingly relevant in estate planning, …
Can a special needs trust fund relocation due to natural disaster displacement?
The question of relocating a special needs trust (SNT) due to natural disaster displacement is complex, but absolutely possible and …
Can a CRT qualify as a split-interest trust for IRS purposes?
A Charitable Remainder Trust (CRT) absolutely can qualify as a split-interest trust for IRS purposes, and understanding this classification is …
Can the trustee contest a claim against the trust?
As a San Diego estate planning attorney, I often encounter questions about the responsibilities and powers of a trustee, and …
Can I fund apprenticeships through the trust?
Yes, you absolutely can fund apprenticeships through a trust, and it’s becoming an increasingly popular way for families to support …
Can the trust require quarterly updates to beneficiaries?
Absolutely, a trust can indeed require quarterly updates to beneficiaries, and this is becoming increasingly common as transparency and beneficiary …
What are the benefits of creating a trust?
The flickering candlelight cast dancing shadows on the worn, leather-bound journal as Amelia nervously traced her finger along the faded …
How do I find someone who specializes in trusts and estate law?
The old, leather-bound will sat on Martha’s desk, its pages yellowed with age. She traced the faded ink with a …
How Can a Trust Help Protect My Assets?
The phone slipped from her grasp, clattering onto the hardwood floor. Margaret stared at the caller ID – her brother-in-law, …
What sets a good apart from a great estate planning attorney near me?
The air in the conference room was thick with tension. Margaret clutched her purse, knuckles white. Across the table sat …