Can the trust include goals related to environmental or social values?
Absolutely, a trust can, and increasingly does, incorporate goals related to environmental or social values, moving beyond purely financial considerations …
Can I appoint a trust company to manage a CRT’s assets?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I require the trustee to submit an annual investment philosophy statement?
As a beneficiary or grantor of a trust, it’s reasonable to want assurance that the trustee is managing the assets …
Is a living trust recognized internationally?
The question of whether a living trust established in the United States, specifically in California with an attorney like Ted …
Can estate planning help me pass on a family business?
Estate planning is absolutely crucial for ensuring a smooth transition of a family business to the next generation, protecting both …
What attorney helps enforce the terms of a will?
The acrid smell of burnt toast jolted me awake. My phone blared, displaying a missed call from my aunt Susan. …
Who do I notify immediately when a trust attorney is negligent?
The phone slipped from Maria’s trembling hand, clattering onto the hardwood floor. Her world had just shattered. The news delivered …
What can I do today to fix my estate documents near me?
The flickering fluorescent lights buzzed overhead, casting long shadows across the cluttered desk. A stack of paperwork, yellowed with age …
Why is a revocable living trust important?
The phone rang, jarring me from my concentration. It was Sarah, her voice trembling with anxiety. “My dad just had …
How do I compare pricing among estate planning attorneys near by?
The frantic tapping on my keyboard echoed in the otherwise silent room. Emails bounced back unanswered, phone calls went straight …