Who else should know about the trust?
Establishing a trust is a significant step in estate planning, providing a framework for managing and distributing assets according to …
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Can I include a clause that the charity must meet diversity benchmarks?
The question of incorporating diversity benchmarks into charitable giving within an estate plan is gaining traction as individuals seek to …
Can I use estate planning to manage foreign pension assets?
Estate planning for assets held internationally, including foreign pensions, presents unique challenges but is absolutely achievable with careful consideration and …
Can I set up a CRT jointly with my spouse?
Creating a Charitable Remainder Trust (CRT) jointly with a spouse is indeed possible and can be a powerful estate planning …
Can I require the trustee to consult a financial advisor?
As an estate planning attorney in San Diego, I frequently encounter questions about trustee duties and the level of control …
How do I clarify responsibilities during a family estate distribution near me?
The air hung heavy with unspoken tension in the cluttered living room. Aunt Martha clutched her shawl tighter, her eyes …
How do I recover functionality or access for a frozen trust account?
The phone slipped from Margaret’s trembling hand, clattering onto the hardwood floor. The news from the bank was devastating. Her …
What action should I take if my trust is mismanaged?
The musty scent of old paper filled Clara’s nostrils as she sifted through her late grandmother’s belongings. A wave of …
How Can An Estate Planning Attorney Help Me Avoid Probate?
The phone slipped from her trembling hand, clattering onto the hardwood floor. Tears welled up in Eleanor’s eyes as she …
Where can I turn for answers about trust administration?
The phone rang, shattering the quiet afternoon. It was Sarah’s aunt, her voice trembling with worry. “Sarah,” she rasped, “your …