How Can an Irrevocable Trust Protect My Assets?
The old, ornate clock on the mantle chimed twice, its metallic clang echoing through the cavernous study. Rain lashed against …
Who should I avoid when hiring a trust attorney?
The frantic phone call came in late one Thursday evening. Sarah’s voice trembled as she explained that her elderly mother …
How Can a Trust Protect My Assets?
The frantic call came in just after midnight. Margaret, her voice trembling, recounted how her estranged brother had unexpectedly passed …
What expert should I consult about estate problems near me?
The phone slipped from my trembling hand, clattering onto the hardwood floor. My uncle Henry’s words echoed in my head: …
Can I require an annual financial audit of the trust?
As a San Diego estate planning attorney, I frequently encounter questions about oversight and accountability within trusts, and the ability …
Can I restrict distributions based on the beneficiary’s marital status?
The question of whether you can restrict distributions from a trust based on a beneficiary’s marital status is complex, touching …
Can I gift property to my heirs now and still control it in my estate plan?
The question of whether you can gift property to your heirs while retaining control within your estate plan is a …
Can the bypass trust prohibit investment in crypto assets?
The question of whether a bypass trust can prohibit investment in crypto assets is increasingly relevant in modern estate planning, …
Can a bypass trust be terminated by a supermajority of beneficiaries?
The question of whether a bypass trust can be terminated by a supermajority of beneficiaries is complex and heavily dependent …
Can a special needs trust include contingency funds for therapy transitions?
The question of whether a special needs trust can—and should—include contingency funds for therapy transitions is a crucial one for …