What indicators suggest a high-quality trust attorney?
The clock ticked relentlessly, each second a grain of sand slipping away from Old Man Hemlock’s estate. He’d put it …
Who offers follow-up support for trust clients
The rain hammered against the window, mirroring the frantic energy of Mrs. Davison. Her husband, recently passed, had meticulously crafted …
Can a special needs trust include transportation planning services?
For families caring for individuals with special needs, long-term planning extends far beyond financial considerations; it encompasses ensuring a full …
Can a bypass trust cover the costs of legacy planning retreats for beneficiaries?
The question of whether a bypass trust can cover the costs of legacy planning retreats for beneficiaries is a nuanced …
Can I give a portion of my estate to a non-profit cooperative?
Absolutely, you can designate a portion of your estate to a non-profit cooperative through careful estate planning, though there are …
Can I make contributions to community housing part of trust terms?
The idea of incorporating charitable contributions, specifically towards community housing, within the terms of a trust is not only possible, …
Can I include a rotating scholarship grant within the trust?
Establishing a trust is a powerful tool for managing and distributing assets, but can it extend to ongoing initiatives like …
Can I update my estate plan after a divorce?
Divorce is a significant life event that necessitates a review and likely, an update to your estate plan. Failing to …
How do I include personal effects in my trust?
Successfully transferring ownership of personal property – jewelry, artwork, collectibles, even cherished family heirlooms – into a trust requires careful …
Can I restrict the trust from investing in high-risk emerging markets?
As an estate planning attorney in Wildomar, I frequently encounter clients concerned about the investment strategies within their trusts, and …