Can I require a trustee succession plan?
Estate planning, at its core, is about foresight – anticipating the future and preparing for inevitable transitions. A crucial element …
San Diego County
Can I Require a Psychologist’s Certification for Mentally Ill Heirs Before Disbursement?
Navigating estate planning for heirs with mental health challenges presents unique complexities, and the question of requiring a psychologist’s certification …
Can I Require a Cost-Benefit Report Before New Disbursement Categories Are Added?
As a trustee or administrator of a trust, the question of adding new disbursement categories is one that demands careful …
Can I remove a beneficiary from my trust?
The question of whether you can remove a beneficiary from your trust is a frequent one for estate planning attorneys …
Can I receive income from the trust?
Establishing a trust is often perceived as a complex endeavor, but fundamentally, it’s about managing and distributing assets according to …
Can I put retirement accounts into an irrevocable trust?
The question of whether you can place retirement accounts into an irrevocable trust is a complex one, frequently asked by …
Can I provide sustainable housing grants through a legacy trust?
The idea of utilizing a legacy trust to fund sustainable housing grants is gaining traction as philanthropic goals evolve alongside …