Can a special needs trust cover soundproofing for sensory sensitivity?
Navigating the complexities of special needs trusts requires careful consideration, particularly when addressing quality of life improvements like soundproofing for …
admin
What should be included in the trust schedule of assets?
A trust schedule of assets, often called a “pour-over” asset list, is a critical document accompanying a trust, detailing all …
Can the trust restrict communications between certain beneficiaries?
Absolutely, a trust can indeed restrict communications between certain beneficiaries, and this is a surprisingly common, yet often overlooked, aspect …
Can the beneficiary also be the trustee?
Yes, in California, a beneficiary can also serve as the trustee of a trust, but it’s a complex issue with …
Can I leave separate instructions for each type of asset I own?
The question of whether you can leave separate instructions for each type of asset you own is a common one …
Can I structure an estate plan to benefit both family and charity?
Absolutely, structuring an estate plan to benefit both family and cherished charities is not only possible, but increasingly common, reflecting …
Can I restrict how a CRT’s remainder is used geographically or demographically?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I convert an existing irrevocable trust into a CRT?
The question of whether one can convert an existing irrevocable trust into a Charitable Remainder Trust (CRT) is complex, but …
Can I freeze distributions during criminal investigations?
The question of whether distributions from a trust or estate can be frozen during a criminal investigation is complex and …
How do I hold someone accountable for errors in my estate documents near me?
Rain lashed against the windowpane, blurring the cityscape outside. My phone buzzed incessantly – another lawyer wanting a piece of …