How do I address conflicts involving my estate planning attorney near by
The antique clock ticked, each swing a measured beat against the rising panic. Old Man Hemlock, a pillar of the …
Who investigates problems with trust administration near me?
The desert wind howled, scattering dust across the brittle landscape. Old Man Tiber, a rancher known for his stubborn independence, …
Can a bypass trust operate under the laws of a different state for tax purposes?
The question of whether a bypass trust – also known as a credit shelter trust or a B trust – …
Can I allow early access to trust income for healthcare crises only?
Navigating the complexities of trust law often brings questions about flexibility, particularly when unforeseen circumstances like healthcare crises arise. While …
Can I require the trustee to take a biennial course on fiduciary law updates?
As a grantor establishing a living trust, the question of ongoing trustee education is a prudent one, reflecting a commitment …
Can I transfer stock or bonds to my trust?
Yes, you absolutely can, and often should, transfer stock and bonds into your living trust as part of a comprehensive …
Can I include clauses that allow redistribution after global financial crises?
The question of incorporating clauses into a living trust that trigger redistribution of assets following a global financial crisis is …
How often should I review my irrevocable trust?
Irrevocable trusts, while offering significant benefits in estate planning, aren’t “set it and forget it” tools; regular review is crucial …
Can I require impact investment verification from portfolio managers?
The increasing demand for socially responsible investing has led many investors to seek “impact investments” – those intended to generate …
Can a special needs trust pay for non-driver ID renewals?
Navigating the financial aspects of caring for a loved one with special needs requires meticulous planning, and a frequent question …