Can the trust reimburse volunteer transportation services?
Navigating the complexities of trust administration often brings up unique questions regarding permissible distributions, and one increasingly common inquiry revolves …
Can I require transparency reports from business-owning beneficiaries?
As an estate planning attorney in San Diego, I frequently encounter situations where beneficiaries of trusts own all or a …
Can a bypass trust offer career sabbatical grants?
A bypass trust, fundamentally designed for estate tax planning, doesn’t directly “offer” grants like a foundation, but its assets *can* …
Can I assign oversight to a nonprofit advisor I trust?
The question of assigning oversight to a trusted nonprofit advisor is a common one for individuals contemplating estate planning, especially …
Are trusts reviewed by the court?
Trusts, while offering a degree of privacy and control over asset distribution, are not entirely shielded from court oversight; the …
Can I add a clause allowing financial penalties for misuse of distributions?
The question of incorporating financial penalties for the misuse of trust distributions is a complex one, frequently arising in estate …
Who takes care of issues involving estate planning lawyer missteps near me?
The late afternoon sun cast long shadows across the manicured lawns as I sat in Mr. Hernandez’s living room, his …
How can I ensure my assets are distributed according to my wishes after I’m gone?
The worn leather of the briefcase felt heavy in Michael’s hands. His father had passed away suddenly, leaving behind a …
What action should I take if my executor isn’t following the will?
Rain lashed against the windows, mirroring the turmoil in Emily’s heart. Her father had passed away six months ago, leaving …
What’s my first move if I inherit property unexpectedly?
The phone rang, shattering the quiet afternoon. It was Aunt Millie’s lawyer. My breath caught in my throat as he …