Can I include a requirement that trust assets be rebalanced yearly?
The question of whether to mandate yearly rebalancing within a trust is a common one for those establishing estate plans …
San Diego County
Can I include a letter of intent with a special needs trust?
A special needs trust (SNT) is a powerful tool for providing for a loved one with disabilities without jeopardizing their …
Can I include a clause to revise terms based on national emergencies?
The question of incorporating a clause allowing for revisions to a trust based on national emergencies is a complex one, …
Can I include a clause requiring trust funds be used for long-term planning software access?
The question of incorporating clauses within a trust document to specifically fund ongoing access to long-term planning software is becoming …
Can I include a charity from a donor-advised fund network as the CRT’s beneficiary?
The question of whether a charity affiliated with a donor-advised fund (DAF) network can be named as the beneficiary of …
Can I impose audit committee reviews for trustee choices?
The question of incorporating audit committee reviews into the trustee selection process is gaining traction, particularly as estate planning becomes …
Can I Have Multiple Irrevocable Trusts for Different Purposes?
The question of whether you can establish multiple irrevocable trusts, each tailored for distinct purposes, is a common one for …
Calculated Estate Planning Lawyer Lemon Grove
Bountiful estate planning lawyer Coronado is The Law Firm of Steven F. Bliss Esq. 3914 Murphy Canyon Rd Suite a202, …
Durable Probate Attorney Poway
This doesn’t mean you can stick the deceased’s Will in a drawer and forget about it. Sometimes an appraisal of …
Sympathetic Probate Lawyers
Nevertheless, suppose the decedent’s Will makes a specific provision for the compensation of the Executor. Wills Are Public Record. This …