Can a trust require beneficiaries to learn the family history?
The idea of embedding educational or behavioral requirements within a trust document, such as mandating beneficiaries learn family history, is …
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Where do I find the most experienced estate planning lawyer near by?
The late afternoon sun cast long shadows across my cluttered desk, illuminating stacks of unpaid bills and a mounting sense …
Can a bypass trust require diversity in professional advisors selected by trustees?
The question of whether a bypass trust can *require* diversity in the professional advisors selected by trustees is complex, intertwining …
Where do I get legal help to contest a will?
The phone slipped from my trembling hand, clattering onto the hardwood floor. My aunt Mildred’s lawyer had just informed me …
Can I create an opt-in system for extended family to benefit from the trust?
The question of including extended family in a trust, and structuring an “opt-in” system for their benefit, is a common …
What type of service fixes estate planning issues near me?
The phone slipped from Maria’s grasp, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …
Can I cap the trust’s exposure to any one investment sector?
Absolutely, and it’s a very prudent question to ask when establishing a trust, especially concerning the investment of trust assets. …
Can I cap estate expenses tied to nonessential upgrades?
Estate planning, at its core, is about preparing for the future and ensuring your assets are distributed according to your …
Can I Build Incentives for Health or Wellness Milestones into a Trust?
The idea of linking trust distributions to beneficiaries achieving specific health or wellness milestones is gaining traction, reflecting a desire …
Can I build in educational funding for descendants who aren’t born yet?
The question of providing for future generations, specifically funding education for descendants not yet born, is a common one for …