Can I set up a travel allowance for multiple heirs using trust funds?
Absolutely, establishing a travel allowance for multiple heirs utilizing trust funds is a sophisticated, yet increasingly popular, estate planning strategy, …
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Can I restrict access to trust financial reports to beneficiaries only?
As an estate planning attorney in San Diego, I often encounter questions about beneficiary access to trust information, and the …
Can the trust pay for executive coaching for business-minded heirs?
As an estate planning attorney in San Diego, I frequently encounter questions about the permissible uses of trust funds, and …
Can a CRT be designed to automatically dissolve under certain regulatory conditions?
Community Property Trusts (CRTs) are powerful estate planning tools in California, allowing married couples to manage and control their assets …
Can a special needs trust invest in the stock market?
Yes, a special needs trust (SNT) absolutely can, and often should, invest in the stock market, but with careful consideration …
Can I use a CRT to make charitable giving anonymous?
A Charitable Remainder Trust (CRT) offers a sophisticated method of charitable giving that *can* provide a degree of anonymity, though …
How Can A Trust Protect My Assets From Creditors?
The incessant ringing of the phone jolted Michael awake. He fumbled for the receiver, heart pounding. It was a debt …
How do I avoid common pitfalls when hiring an estate planning attorney near me?
The phone slipped from Maria’s hand, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …
What can I do if I’ve already tried everything with my estate plan near me?
The last rays of sun were fading, casting long shadows across Margaret’s cluttered desk. A tangle of legal documents lay …
Where should I not look for an estate planning attorney near by
The worn, leather-bound notebook lay open on the table, its pages filled with scribbled notes and half-finished calculations. Sweat beaded …