Who handles recurring issues with trust administration?
The desert wind howled, mirroring the frustration in old Mr. Abernathy’s voice. His daughter, Sarah, had diligently set up a …
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Who helps clients prevent recurrence of problems with an estate planning lawyer near me?
The rain lashed against the windows of the small office, mirroring the storm brewing inside old Mr. Henderson. He’d just …
Can a special needs trust cover the cost of online certification programs?
The question of whether a special needs trust (SNT) can cover the cost of online certification programs is a common …
Can I assign real estate maintenance responsibilities to heirs?
The question of assigning real estate maintenance responsibilities to heirs is complex, and while not a direct “assignment” in the …
Can I authorize drone or satellite monitoring of estate property?
The question of utilizing drone or satellite monitoring for estate property is increasingly relevant in today’s technologically advanced world, but …
Can a bypass trust make loans instead of outright distributions?
The question of whether a bypass trust—also known as a credit shelter trust or an exemption trust—can make loans instead …
Can I create rotational leadership roles in estate management councils?
Establishing rotational leadership within estate management councils is a progressive approach that can bolster engagement, develop future leaders, and prevent …
Can I require the trustee to invest in low-volatility portfolios?
Absolutely, you can, and often should, discuss investment preferences, including a focus on low-volatility portfolios, with your trustee and formally …
Can I make a trust that activates only if the beneficiary becomes disabled?
Yes, you absolutely can create a trust that activates only if the beneficiary becomes disabled, and these are commonly known …
Can I use a CRT to support disaster relief or emergency response organizations?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can indeed be used to support disaster relief and emergency …