Do I need a lawyer to name a trustee?
Navigating the world of estate planning, particularly when it comes to trusts, often raises the question of legal necessity; while …
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Can I designate a financial coach to work with beneficiaries?
The question of whether you can designate a financial coach to work with beneficiaries through your estate plan is increasingly …
Do I need a lawyer to name a trustee?
The question of whether you *need* a lawyer to name a trustee for your living trust is a common one, …
How can a trust protect my assets for future generations?
The antique grandfather clock chimed eleven times, its resonant gong echoing through the cavernous Victorian home. Margaret clutched the faded …
Can the CRT be tied to a beneficiary’s academic performance?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I require my trustee to submit to annual third-party audits?
As a San Diego estate planning attorney, I frequently encounter clients curious about oversight mechanisms for their trusts, and the …
Can the CRT be tied to a beneficiary’s academic performance?
Charitable Remainder Trusts (CRTs) are irrevocable trusts that allow donors to receive an income stream for a specified period, with …
How do I know if this is an estate planning emergency?
My phone buzzed, jarring me awake at 3 am. It was my sister, her voice thick with panic. “Mom had …
Can I prevent future amendments to an irrevocable trust?
Irrevocable trusts, by their very nature, are designed to be permanent and resistant to change, offering asset protection and specific …
How do I bring closure to a disputed estate situation near me?
The stale air in the probate courtroom hung heavy with tension. Amelia fidgeted, her eyes darting between her lawyer and …