Can I assign a custodian to manage financial gifts to minors?
The question of managing financial gifts intended for children is a common one, and the answer often involves establishing a …
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Can I establish a family emergency relief fund in my estate plan?
Yes, establishing a family emergency relief fund within your estate plan is absolutely possible, and a remarkably thoughtful way to …
Can I require all new trustees to undergo a vetting process?
As an estate planning attorney in San Diego, I frequently encounter concerns regarding the selection and oversight of trustees, and …
Can the trust mandate shared expenses among siblings for joint assets?
The ability of a trust to mandate shared expenses among siblings for joint assets is a complex question with a …
Can a trust provide ongoing adaptive cooking training?
The question of whether a trust can fund ongoing adaptive cooking training is complex, extending beyond simple financial provision to …
Can a CRT cover expenses related to dissolving a private foundation?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their ability to cover expenses related to dissolving a private …
What can I do if I’ve already tried everything with my estate plan?
My phone buzzed incessantly, a chorus of anxious reminders about overdue tasks and appointments. The weight of responsibility pressed down …
What’s the repair process for mistakes made by a trust attorney?
The phone rang, jolting me awake. It was my mother, her voice trembling. “They won’t release the funds,” she sobbed. …
What’s the first thing I should do if my estate plan is out of date near me
Rain lashed against the windows, mirroring the storm brewing inside Margaret. Her phone slipped from her grasp, clattering to the …
What’s the repair process for errors made by an estate planning attorney near me?
A frantic shiver ran down Sarah’s spine as she stared at the notice from the probate court. Her father’s will, …