Can I use estate planning to resolve a long-standing property dispute?
Property disputes, especially those stretching over years, can be incredibly draining—emotionally, financially, and relationally. While estate planning isn’t a *direct* …
What happens if trust assets lose value?
The potential for asset value decline is a very real concern for anyone establishing a trust, and it’s a question …
Can a bypass trust co-invest with other family trusts?
The question of whether a bypass trust can co-invest with other family trusts is a nuanced one, deeply rooted in …
Can I restrict trust spending by category or vendor?
The question of controlling how funds are spent within a trust is a common one for individuals creating estate plans, …
Can a CRT align with B Corp certification guidelines?
Community Reinvestment Trusts (CRTs) represent an innovative approach to impact investing, focusing on directing capital toward underserved communities, but can …
Can I appoint a corporate trustee for a bypass trust?
Absolutely, you can appoint a corporate trustee for a bypass trust, and in many situations, it’s a very prudent decision; …
Can I set a requirement for professional licensing before distributions?
Estate planning, while deeply personal, often intersects with professional expertise, especially when distributing assets to beneficiaries who may need specific …
Can a trust pay for tech used to track treatment adherence?
As estate planning attorneys in San Diego, we often encounter questions about the permissible uses of trust funds, and the …
Can I embed lifetime caps for individual beneficiaries?
The question of whether you can embed lifetime caps for individual beneficiaries within a trust is a common one, and …
Who do I notify immediately when an estate planning lawyer near me fails?
The air in the courtroom hung heavy with tension. Margaret stared at the judge, her heart pounding a frantic rhythm …