Can I prohibit distributions if the beneficiary files for bankruptcy?
As an estate planning attorney in San Diego, I frequently encounter concerns about protecting assets for intended heirs, and a …
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Can I require charitable beneficiaries to meet annual reporting obligations?
Yes, it is possible, and often advisable, to require charitable beneficiaries to meet annual reporting obligations, though the specifics must …
How does a testamentary trust handle jointly owned property?
A testamentary trust, created through a will, presents unique challenges when dealing with property held in joint tenancy with right …
Can a CRT invest in community development financial institutions?
Charitable Remainder Trusts (CRTs) offer a fascinating avenue for blending charitable giving with potential investment returns, and the question of …
Can I create behavioral profiles to tailor beneficiary access?
The question of whether you can create behavioral profiles to tailor beneficiary access within an estate plan is increasingly relevant …
Can I allow a third party to veto certain trust distributions?
The question of granting a third party veto power over trust distributions is complex and requires careful consideration, as it …
Can a special needs trust help fund research participation compensation?
Navigating the financial aspects of caring for a loved one with special needs is complex, and even seemingly small opportunities, …
How do I eliminate the risk of problems with an estate planning lawyer near me?
The phone slipped from my grasp, clattering onto the hardwood floor. My heart hammered in my chest. “They’re contesting the …
Can I use a bypass trust to fund political or civic education programs?
Bypass trusts, also known as exemption trusts, are powerful estate planning tools designed to maximize the use of both spouses’ …
Who will take ownership of this issue in my estate plan?
The air hung heavy with unspoken anxieties. Sarah stared at the stack of documents on her kitchen table, a cold …