What should I do before hiring an estate planning attorney near me?
The air in the courtroom crackled with tension. Martha clutched her purse, her knuckles white. She’d always thought of herself …
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 …
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 …
Can I exclude a specific line of descendants from receiving benefits?
The question of excluding specific descendants from trust benefits is a remarkably common one for Ted Cook, a Trust Attorney …
Can I establish rules for sustainability ratings of trust investments?
The question of integrating sustainability ratings into trust investments is gaining significant traction, particularly in San Diego where forward-thinking individuals …