Can I specify that distributions only occur after net-worth milestones?
The question of whether you can structure trust distributions tied to net-worth milestones is a common one, and the answer …
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Can I require carbon footprint reduction goals for real estate use?
The increasing awareness of climate change and its impact is driving a shift towards sustainability in all sectors, including real …
Can the trust require trustees to take continuing legal or fiduciary education?
Absolutely, a trust document can, and often should, require trustees to participate in continuing legal or fiduciary education to ensure …
Can I tie trust distributions to generational carbon footprint goals?
The idea of incorporating environmental or social goals into trust distributions is gaining traction, reflecting a shift towards values-based estate …
How can the trust be coordinated with a benefits eligibility review?
Coordinating a trust with a benefits eligibility review—particularly for needs-based government assistance like Medicaid or Supplemental Security Income (SSI)—is a …
Can I require a trustee to consult with specific professionals annually?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their trusts are administered with …
Who has jurisdiction over issues involving wills and trusts near by?
The aroma of freshly brewed coffee filled the air as Sarah nervously scrolled through her phone. Her grandmother, a beloved …
Where do I begin troubleshooting estate documentation problems?
The musty smell of old paper filled Michael’s nostrils as he sifted through his late father’s belongings. A worn briefcase …
What Happens If You Die Without A Will?
The phone rang, jarring Sarah awake. It was her brother, Mark, his voice thick with distress. “Mom’s gone,” he whispered. …
What questions should I ask before hiring an estate planning attorney near by
Rain lashed against the windows, mimicking the frantic beating of my heart. My grandmother’s frail hand trembled in mine as …