Who ensures accountability in solving trust-related issues
The antique clock ticked relentlessly. Old Man Hemlock had passed, leaving behind a trust brimming with family heirlooms and a …
Where do I seek legal advice after receiving an inheritance?
The telegram arrived on a blustery Tuesday, crackling with the weight of unforeseen circumstance. Old Man Hemlock, a distant relative …
How do I clarify a confusing issue involving family estate divisions
The antique clock ticked, each second echoing the weight of unspoken resentments. Old Man Hemlockâs will was read, and a …
Can I include clauses requiring the charity to publish an annual impact report?
Absolutely, incorporating clauses that mandate a charity to publish an annual impact report is not only possible but often a …
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 …
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 …