Can I set up a charitable remainder trust as part of a divorce settlement?
Divorce proceedings often involve complex asset division, and increasingly, sophisticated tools like charitable remainder trusts (CRTs) are being considered, though …
Can I link inheritance to child-rearing practices or family engagement?
The question of whether inheritance should be linked to child-rearing practices or family engagement is complex, navigating the delicate balance …
Can a bypass trust be funded through a post-nuptial agreement?
The question of whether a bypass trust can be funded through a post-nuptial agreement is complex, but generally, yes, it …
Can the CRT’s assets be held in trust with another financial institution?
Charitable Remainder Trusts (CRTs) offer a compelling way to benefit charity while providing income to the grantor. While many assume …
Can I set timelines for reinvestment of passive income?
As an estate planning attorney in San Diego, I frequently encounter clients interested in maximizing their wealth transfer, and a …
What attorney helps with legacy planning?
The flickering candlelight cast long, dancing shadows across the worn family portraits lining the walls. Eleanor clutched the brittle letter …
Who is the best estate planner to speak with about blended families?
The phone slipped from Mary’s hand, clattering onto the hardwood floor. Tears welled in her eyes as she reread the …
What are the red flags when hiring a trust lawyer?
The phone slipped from her grasp, clattering onto the hardwood floor. Sarah stared at the cracked screen, mirroring the shattered …
How do I recover functionality or access for my estate documents nearby?
The musty attic air hung heavy, thick with dust motes dancing in the lone sunbeam slicing through a crack in …
How Can I Prevent Further Issues With A Trust?
The antique mahogany desk gleamed under the dim light, reflecting the anxiety etched on Martha’s face. She ran a trembling …