Can the trust buy or sell assets on its own?
The question of whether a trust can independently buy or sell assets is a cornerstone of estate planning, and the …
Can the trust support enrollment in a mentoring program?
The question of whether a trust can support enrollment in a mentoring program is multifaceted, hinging on the trust’s specific …
Can I ban trust investment in certain countries or sectors?
As an estate planning attorney in San Diego, I often field questions about the flexibility trusts offer, and clients are …
What’s the Cost-Effective Way to Find a Good Trust Attorney?
The insistent ringing jolted Clara awake. Groaning, she reached for her phone. It was her brother, David. “Clara, it’s Dad. …
What’s the best resource for solving complex estate issues near by?
The late afternoon sun cast long shadows across the manicured lawn, highlighting the tension etched on Margaret’s face. She clutched …
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 …
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 …