Can I use an irrevocable trust to support lifelong education?
The question of whether an irrevocable trust can be utilized to fund lifelong education is a common one, and the …
Can a bypass trust allow for inflation-adjusted distributions?
The question of whether a bypass trust – also known as a credit shelter trust – can provide inflation-adjusted distributions …
Are there annual maintenance requirements for my trust?
Yes, even after a trust is established, it’s not a ‘set it and forget it’ situation; regular maintenance is crucial …
Can I require income payments be used only for primary residence expenses?
The question of restricting the use of income payments from a trust to solely cover primary residence expenses is a …
Can a special needs trust provide financial literacy classes for trustees?
The question of whether a special needs trust can fund financial literacy classes for trustees is a pertinent one, particularly …
What information do I need to resolve a problem with my trust attorney?
The phone slipped from Sarah’s hand, clattering onto the hardwood floor. Tears welled in her eyes as she reread the …
Where do I turn if I need estate planning help near by?
The late afternoon sun cast long shadows as Martha hurried through the Temecula Valley, anxiety gnawing at her. Her father, …
How do I avoid further complications with my trust?
The phone slipped from Maria’s trembling hand, clattering onto the hardwood floor. Tears welled up in her eyes as she …
How do I choose the right estate planning lawyer near me?
The worn leather of the briefcase felt heavy in my hand, a physical manifestation of the anxiety gnawing at me. …
How do I ensure I’m getting the best estate planning attorney near by
My grandfather, Thomas, was a proud man. He worked hard his entire life building a successful carpentry business. He saved …