What Are The Most Common Mistakes People Make When Creating A Trust?
The old, leather-bound journal felt heavy in my hands. Its yellowed pages crackled as I carefully turned them, each entry …
Can I include digital vault access for estate records?
The question of incorporating digital vault access into comprehensive estate planning is becoming increasingly relevant, as our lives become ever …
How do I avoid further complications with beneficiary allocations?
The phone buzzed incessantly, jolting me awake. My heart pounded as I saw the caller ID: my sister, Sarah. “He’s …
How do I make sure a problem with my estate plan doesn’t get worse?
The phone rang, jolting me awake. It was my sister, her voice trembling. “Dad passed away last night,” she whispered. …
Can I assign reputation audits as a prerequisite for trust roles?
The question of integrating reputation audits into the selection process for trust roles, particularly within the context of estate planning …
Can I allow early access to trust income for healthcare crises only?
Establishing a trust is a powerful tool for managing assets and ensuring your wishes are honored, but life often throws …
Can I require the trustee to take a biennial course on fiduciary law updates?
As an estate planning attorney in San Diego, I frequently encounter questions about trustee responsibilities and ensuring diligent administration of …
Can a testamentary trust continue through multiple generations?
Testamentary trusts, created within a will and taking effect after death, are remarkably versatile estate planning tools, and yes, they …
Can the trust mandate use of sustainable building practices for property renovations?
Absolutely, a trust can indeed mandate the use of sustainable building practices for property renovations, reflecting a growing trend of …
Can a testamentary trust be written in a foreign language?
The question of whether a testamentary trust can be written in a foreign language is surprisingly complex, and the answer …