How are Trusts Administered?
The phone rang, shattering the stillness of Sarah’s afternoon. Her aunt Margaret had passed away unexpectedly, leaving behind a complex …
How can I identify a dependable estate planning attorney nearby?
The phone slipped from my clammy hand, clattering onto the hardwood floor. My eyes darted frantically across the document in …
How do I handle estate planning with a blended family?
The aroma of roasting chicken filled Amelia’s kitchen as her fiancé, David, walked in from his workshop. They were weeks …
Why Is Estate Planning Important For Young Adults?
The aroma of freshly brewed coffee filled Sarah’s tiny apartment. Papers were strewn across her kitchen table, a tangled mess …
Can I use digital tokens to track beneficiary interactions with trust documents?
The question of leveraging digital tokens—think blockchain-based assets—to monitor beneficiary access and interaction with trust documents is gaining traction as …
Can the CRT support legacy documentation programs like oral histories?
Community Resource Trusts (CRTs) can absolutely support legacy documentation programs like oral histories, offering a unique and increasingly vital role …
Can I require beneficiary attendance at estate literacy workshops?
As an estate planning attorney in San Diego, I frequently encounter clients who, while diligent in creating their estate plans, …
Can I delay distribution of my estate until a certain tax condition is met?
The question of timing estate distributions to coincide with favorable tax conditions is a common one, and the answer, thankfully, …
Can I plan for changes in banking regulations that affect asset transfers?
The landscape of banking and financial regulations is constantly shifting, and these changes can significantly impact how assets are transferred, …
Can beneficiaries challenge the trustee’s actions?
Estate planning, while intended to provide clarity and peace of mind, isn’t always a seamless process, especially when a trust …