Can I add accountability milestones for the trustee in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I serve as trustee of my spouse’s bypass trust?
The question of whether you can serve as trustee of your spouse’s bypass trust, also known as a credit shelter …
Can a special needs trust offer co-living stipends for shared accessibility services?
The question of whether a special needs trust can offer co-living stipends for shared accessibility services is becoming increasingly relevant …
Can estate planning be used to avoid guardianship proceedings?
Estate planning, while often associated with wills and wealth distribution, plays a surprisingly significant role in proactively avoiding the often …
Can I make quarterly disbursements conditional on market performance?
The question of whether you can structure quarterly disbursements from a trust, or estate, contingent upon market performance is a …
How do I split assets fairly in a blended family?
The worn leather of the armchair creaked under Margaret’s weight as she stared out at the sprawling vineyards, her brow …
Can a bypass trust operate under the laws of a different state for tax purposes?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust, can operate …
Who can I speak with confidentially about trust issues?
The air hung thick with tension as Michael nervously tapped his foot. Papers lay scattered across his kitchen table, each …
Who offers emergency response services for estate planning near by
The clock ticked relentlessly, each second a hammer blow against my chest. My grandfather had just passed away, leaving behind …
How do I find someone who specializes in estate planning lawyer near by
The phone buzzed, startling me awake. It was my aunt Martha, her voice shaky with worry. “Honey,” she said, “your …