How do I avoid hiring the wrong estate planning attorney near by
The rain lashed against the windows of the small office, mirroring the tempest brewing inside old Mr. Abernathy. He’d always …
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What happens if I don’t act on a broken estate plan near by?
The rain lashed against the windows of the Moreno Valley law office, mirroring the tempest brewing inside old Mr. Abernathy. …
Can a CRT Work in Conjunction with a Private Foundation?
Charitable Remainder Trusts (CRTs) and private foundations are both powerful tools in estate planning and charitable giving, but they operate …
Is a testamentary trust public record?
No, a testamentary trust is generally not a public record, unlike a will which, after being submitted to probate court, …
Is a testamentary trust public record?
No, a testamentary trust is generally not considered a public record, though the probate process that *creates* it is. A …
Can I give trustees flexibility to delay distributions during recessions?
The question of granting trustees discretion to adjust distributions during economic downturns is a critical one in estate planning, particularly …
Can a special needs trust pay for a therapy swing or hammock?
Navigating the complexities of special needs trusts often leads to questions about permissible expenses, and seemingly simple purchases like a …
Can I assign mandatory savings thresholds for beneficiaries before they receive payouts?
The question of whether you can assign mandatory savings thresholds for beneficiaries before they receive payouts is a common one, …
Can the trust support housing in a cooperative living facility?
The question of whether a trust can support housing in a cooperative living facility is a nuanced one, often dependent …
Can I reward peer-reviewed innovations among descendants?
The question of rewarding descendants for peer-reviewed innovations within an estate plan is a fascinating and increasingly relevant one, especially …