What happens if I move after creating a testamentary trust?
A testamentary trust, created within a will, doesn’t immediately spring into existence upon your death; rather, it’s established *after* the …
Can a testamentary trust hold separate property in a community property state?
Yes, a testamentary trust can indeed hold separate property even within a community property state like California, though careful planning …
Can a CRT be funded with personal property like collectibles or jewelry?
Charitable Remainder Trusts (CRTs) offer a fascinating avenue for charitable giving while simultaneously providing income to the donor, and the …
Can I cap the annual distribution from a high-yielding asset?
The question of capping annual distributions from a high-yielding asset, particularly within the realm of trusts and estate planning, is …
Can I include “clawback” provisions if a beneficiary misuses funds?
The question of whether you can include “clawback” provisions—allowing the recovery of distributed funds from a beneficiary due to misuse—is …
How can I protect my family’s future with proper estate planning?
The phone slipped from her grasp, clattering onto the hardwood floor. Maria stared at the message on her screen, a …
How do I address conflicts involving my estate planning lawyer near me
The phone slipped from my hand, clattering onto the hardwood floor. My heart hammered against my ribs, each thump echoing …
How Can I Prevent a Problem From Getting Worse With My Estate Plan Near By
The phone slipped from Margaret’s trembling hand, clattering onto the hardwood floor. Tears welled in her eyes as she stared …
What are the immediate next steps if a will is contested near me?
The aroma of freshly brewed coffee filled Mrs. Peterson’s kitchen, but her usual morning serenity was shattered. A letter lay …
How Secure Is My Trust When I Pass Away?
The antique clock chimed midnight, casting long shadows across the room. Emma clutched the faded letter in her trembling hand. …