Can I mandate a code of conduct for trust managers?
Establishing a clear code of conduct for trust managers is not merely advisable, but increasingly vital in safeguarding the interests …
Can I make special arrangements for a beneficiary’s medical condition?
Estate planning, while often focused on financial assets, must also thoughtfully address the unique needs of beneficiaries, especially those with …
Can I make my trust terminate after reaching a financial threshold?
The concept of a trust terminating upon reaching a specific financial threshold is increasingly popular, reflecting a desire for dynamic …
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Stocks, bonds, and mutual funds can be allocated individually or pooled together and divided among your heirs. This document can …
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Common Mistakes to Avoid When Creating an Estate Plan. I am in dire need of a genuine trust attorney around …
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Can you put 401K in trust? Assets that DON’T belong in a trust Retirement accounts definitely do not belong in …
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The Spendthrift Trust: California probate Code Sections 15300 and 15301 states that a California trust can provide that a beneficiary’s …
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Are bank accounts part of an estate? Under normal circumstances, when you die the money in your bank accounts becomes …