Can I designate a family mentor role in the trust?
The question of incorporating a “family mentor” role within a trust is gaining traction as estate planning evolves beyond simply …
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Can I use an incentive trust for environmental contributions?
Incentive trusts, while traditionally employed to encourage positive behaviors like finishing education or maintaining sobriety, are increasingly being adapted for …
Can I direct funds toward grief support during trust transitions?
The emotional toll of losing a loved one is immense, and navigating the legal and financial complexities of a trust …
Can I require annual tax return submission by beneficiaries?
As an estate planning attorney in San Diego, I frequently encounter questions about the responsibilities of both trustees and beneficiaries, …
Can I structure estate distributions to encourage savings?
Absolutely, structuring estate distributions to encourage savings is a powerful way to extend the benefits of your wealth beyond your …
Can I name a backup beneficiary in a testamentary trust?
Testamentary trusts, created within a will, offer a powerful way to manage assets after your passing, but the question of …
What are the legal options for fixing mistakes by an estate planning attorney near me?
The flickering fluorescent light buzzed overhead, casting a sickly yellow glow on the stacks of paperwork covering my kitchen table. …
How do I compare pricing among estate planning lawyers near me?
The flickering fluorescent lights above buzzed incessantly, mirroring the anxiety gnawing at Sarah’s stomach. She clutched a crumpled stack of …
How do I make sure I’m choosing the right trust attorney?
The phone slipped from my grasp, clattering onto the hardwood floor. The news was devastating: my father had passed away …