Can I set up staggered distributions for my children?
Yes, you absolutely can set up staggered distributions for your children, and it’s a remarkably common and wise estate planning …
Can I mandate quarterly reports from trustees?
As a California resident, navigating the complexities of trust administration requires careful consideration, and the question of whether you can …
Can a bypass trust mandate the creation of legacy projects?
The question of whether a bypass trust can mandate the creation of legacy projects is a fascinating intersection of estate …
Can I require trustee succession planning within the trust document?
Absolutely, proactively planning for trustee succession is not only possible but is a highly recommended practice within comprehensive trust documents, …
Can a trustee be required to pass ethics exams at intervals?
The question of whether a trustee can – or should – be required to pass ethics exams at intervals is …
Can the trust pay for telehealth subscriptions or virtual care platforms?
The question of whether a trust can cover telehealth subscriptions or virtual care platforms is increasingly relevant as digital healthcare …
Can the trust support local transportation card reloading?
The question of whether a trust can support local transportation card reloading, like those used for buses, trains, or subways, …
Can I ensure multigenerational feedback loops in estate planning?
Estate planning isn’t just about distributing assets after one’s passing; it’s about fostering a continuing dialogue about values, wealth, and …
What are common mistakes when creating a trust?
Creating a trust can seem daunting, but it’s a powerful tool for managing and distributing assets, ensuring your wishes are …
How do I find an estate planning attorney near by that fits my needs?
The phone slipped from Sarah’s grasp, clattering onto the hardwood floor. Her aunt Carol had passed away unexpectedly, leaving behind …