Who can mediate a disagreement about a trust?
The antique clock ticked relentlessly, each swing a hammer blow against Elias’s composure. His sister, Clara, stood rigid across the …
Where do I go for step-by-step estate planning help near me?
The antique clock ticked, each swing a somber reminder. Old Man Hemlock, a recluse known for his eccentric collection, had …
Can a bypass trust be transitioned into a donor-advised fund upon termination?
The question of transitioning a bypass trust into a donor-advised fund (DAF) upon termination is complex, requiring careful consideration of …
Can I give heirs the option to delay their inheritance for tax benefits?
The question of strategically delaying an inheritance for tax advantages is a common one, and the answer is yes, with …
Can I add provisions for digital backup and archiving of trust documents?
In today’s increasingly digital world, the question of how to securely store and maintain trust documents is paramount, and yes, …
Can I limit eligibility for distributions to those who pass a fiduciary exam?
The question of whether you can limit eligibility for distributions from a trust to those who pass a fiduciary exam …
Can I instruct the trustee to consider local economic needs when choosing investments?
Absolutely, you can, and often should, provide guidance to your trustee regarding your values and priorities, including a preference for …
Can the trust require that vacation properties be used communally by all heirs?
Yes, a trust can absolutely require that vacation properties, or any assets for that matter, be used communally by all …
Can I tie distributions to successful completion of counseling or therapy?
The question of whether you can tie distributions from a trust to a beneficiary’s successful completion of counseling or therapy …
How do I verify the source of a problem in estate distribution?
The phone buzzed, shattering the morning calm. It was Michael’s sister, her voice trembling with distress. “There seems to be …