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 …
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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 …
What do experts say about choosing an estate planning lawyer near me?
The dusty box sat forgotten in the attic, cobwebs clinging to its corners. Inside lay a tangled mess of papers: …
Who responds fastest to urgent estate matters near by
The phone rang, shrill and insistent, jolting me awake. It was my aunt Beatrice, her voice trembling. “My husband… he’s …
What do I do if something goes wrong with my estate plan near by?
The phone slipped from Maria’s grasp, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …
How do I regain control of a poorly managed estate near me?
The phone rang, shrill and insistent, jolting Emily from her afternoon reverie. It was her aunt Carol, voice trembling with …