Can a CRT own high-yield municipal bonds?
Collateralized Retirement Trusts (CRTs) are increasingly popular estate planning tools, offering a unique blend of asset protection and potential tax …
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Can I require my trustee to work with a specific law firm or advisor?
As a San Diego estate planning attorney, I often receive this question from clients creating trusts. The desire to control …
Can I set rules around how frequently beneficiaries can request funds?
Yes, absolutely you can, and often it’s a very wise decision to do so when establishing a trust, particularly for …
Can a parent set up a special needs trust for their child?
Absolutely, a parent can—and often should—set up a special needs trust for their child with disabilities, ensuring continued care and …
Can I require mediation for all trust disputes?
As an estate planning attorney in San Diego, I frequently encounter disputes among beneficiaries and trustees, and the question of …
Can I include a clause to permanently exclude certain individuals?
The question of whether you can permanently exclude certain individuals from your estate plan is a common one, and the …
How do I patch up damage caused by poor estate planning?
The air hung heavy with unspoken words as Sarah stared at the stack of legal documents on her kitchen table. …
Where do I look for verified estate planning professionals near by?
Rain lashed against the windowpane, mimicking the storm brewing inside Sarah. Her grandfather, a pillar of strength who always seemed …
How do I clarify confusion around advice from my estate planning lawyer near by
The phone slipped from my grasp, clattering against the hardwood floor. My head spun, not from dizziness, but from the …
How do I schedule a professional estate planning consultation?
The phone slipped from my grasp, clattering onto the hardwood floor. My mind raced. Dad was gone, suddenly, and everything …