Can a bypass trust include a privacy agreement for beneficiaries?
The question of whether a bypass trust can incorporate a privacy agreement for its beneficiaries is a complex one, deeply …
Can I build in a required transition plan if the trust merges with another?
The question of incorporating a transition plan into a trust agreement when contemplating a potential merger with another trust is …
Can I limit access to trust funds for non-residents of the U.S.?
As an estate planning attorney in San Diego, I frequently encounter questions about the intricacies of trust administration, and the …
Can I name a rotating board of advisors to review the CRT’s social impact?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their increasing complexity necessitates diligent oversight, especially regarding their stated …
Can a bypass trust limit access based on criminal history?
The question of whether a bypass trust can limit access based on criminal history is complex, deeply rooted in both …
Who Helps Heirs Navigate Probate Court
The phone rang, jolting Sarah awake. It was her aunt Carol, voice trembling. “Your grandfather passed away last night.” Sarah …
Who do I rely on when facing problems with my estate plan nearby?
The antique grandfather clock chimed twice, its resonant gong echoing through the hushed library. Margaret nervously tapped her fingers against …
What’s the fastest response time for fixing trust legal issues?
The phone slipped from Margaret’s grasp, clattering onto the hardwood floor. Her heart hammered in her chest, each thud echoing …
What Should I Record or Screenshot Before Fixing a Trust?
The flickering fluorescent lights buzzed overhead, casting an unsettling pallor on the mountain of paperwork scattered across my desk. My …
Where can I find someone to step in on a trust issue near me?
The phone slipped from my trembling hand, clattering onto the hardwood floor. My heart hammered against my ribs, mimicking the …