Can I use a CRT to provide income to a nonprofit organization temporarily?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can offer significant tax benefits while supporting charitable organizations, but …
How can I clean up a mistake involving an estate planning attorney near by
The musty smell of old legal documents filled Sarah’s nostrils as she sifted through her late grandmother’s paperwork. A wave …
Who do I involve to make real progress on estate litigation?
The late afternoon sun slanted through the dusty window, illuminating motes dancing in the air. Martha nervously tapped her foot …
What’s the proper procedure for dissolving a trust?
The musty smell of old paper filled my nostrils as I sifted through boxes in my grandmother’s attic. Amongst faded …
How do I navigate an issue with joint property inheritance?
The phone slipped from Margaret’s grasp, clattering against the hardwood floor. Her brother, Robert, stood in the doorway, his face …
Who can explain community property rules?
The phone rang, jarring me from my afternoon slump. It was Susan, frantic and on the verge of tears. “Steve, …
Can I require that environmental sustainability scores be maintained for trust assets?
The concept of incorporating Environmental, Social, and Governance (ESG) factors, and specifically environmental sustainability scores, into trust agreements is a …
Can I require that a family representative co-approve every major disbursement?
The question of whether you can require a family representative to co-approve major disbursements from a trust is a frequent …
Can I require social worker sign-off on large trust expenses?
The question of incorporating social worker oversight for large trust expenses, particularly those benefiting a vulnerable beneficiary, is gaining traction …
Can I require regular reevaluation of the beneficiary’s goals and progress?
Estate planning, particularly when involving trusts for beneficiaries, isn’t a static process; it’s a dynamic one. Many settlors – the …