Can a special needs trust subsidize a backup communication system?
Navigating the complexities of providing for a loved one with special needs requires careful planning, and ensuring consistent communication is …
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Can the trustee require financial statements from beneficiaries?
The question of whether a trustee can require financial statements from beneficiaries is complex, hinging on the specifics of the …
Can I appoint someone to mediate conflicts among beneficiaries?
Navigating family dynamics after a loved one passes can be emotionally charged, and disagreements among beneficiaries are surprisingly common. Appointing …
Is interest from trust loans taxable?
The taxation of interest earned from loans made by a trust is a surprisingly complex area of estate and tax …
Can a trustee also be a beneficiary?
The question of whether a trustee can also be a beneficiary is a common one in estate planning, and the …
Can I demand beneficiary media training prior to receiving public-facing roles tied to trust assets?
As an estate planning attorney in San Diego, I frequently encounter situations where beneficiaries inherit not just financial assets, but …
Can a trust be funded with an annuity?
Yes, a trust can absolutely be funded with an annuity, though it requires careful consideration and planning to ensure it …
Can I transfer rental contracts into a CRT as part of a real estate donation?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for charitable giving while providing income to the donor, and the question …
Can I include a no-contest clause related to trust disputes?
A no-contest clause, also known as an *in terrorem* clause, is a provision within a trust or will that aims …
How to Evaluate Whether a Lawyer is Qualified for Estate Work
The phone slipped from Sarah’s grasp, clattering onto the hardwood floor. Her grandmother, her beloved Nana Rose, was gone. Grief …