Can I prohibit disbursements to beneficiaries engaged in class action suits?
The question of whether you can prohibit disbursements to beneficiaries involved in class action lawsuits is complex, touching on the …
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Can I structure a bypass trust to provide unequal distributions to children?
The question of whether a bypass trust can facilitate unequal distributions to children is a common one for estate planning …
Can I build a financial literacy curriculum into the trust?
The idea of incorporating a financial literacy component into a trust is gaining traction as estate planning attorneys recognize the …
Can I set up a charitable remainder trust with appreciated stock?
Yes, you absolutely can establish a charitable remainder trust (CRT) using appreciated stock, and it’s a powerful estate planning tool …
Can I require that heirs maintain a personal financial reserve before accessing the trust?
Absolutely, incorporating a requirement for heirs to maintain a personal financial reserve before accessing trust funds is a sophisticated estate …
What Happens When There’s a Sudden Change in Circumstances Affecting a Trust?
The phone rang, shattering the silence of my morning coffee. It was Mrs. Peterson, her voice trembling with distress. Her …
Who is best equipped to handle estate planning?
The phone slipped from my grasp, clattering onto the hardwood floor. My heart pounded in my chest, a frantic drumbeat …
How can I protect myself when hiring an estate planning attorney near by
Rain lashed against the windows as Sarah frantically shuffled through a stack of papers. Her grandfather had passed away unexpectedly, …
Who Handles Digital Asset Planning?
The blinking cursor mocked me, each second feeling like an eternity. My grandfather had passed away unexpectedly, leaving behind a …
What Is a Trust and Why Do I Need One?
The late afternoon sun cast long shadows across my desk as I frantically searched through stacks of paperwork, desperately seeking …