How do I resolve a long-standing issue with asset transfer?
The worn leather of the briefcase felt cold against Sarah’s palm. Inside, nestled amongst faded documents, lay her grandmother’s will. …
How do I make a formal request for trust amendment?
The musty scent of old paper filled Michael’s nostrils as he sifted through his late father’s belongings. A thick, leather-bound …
What questions should I ask before hiring an estate planning attorney near me?
The musty scent of old books hung heavy in the air as Amelia nervously shuffled through legal documents. Her grandmother, …
What tools can I use to fix problems with my estate planning lawyer near me?
The phone slipped from Clara’s grasp, clattering onto the hardwood floor. Tears welled up in her eyes as she stared …
Can a testamentary trust pay for funeral expenses?
A testamentary trust, established through a will, can indeed be utilized to cover funeral expenses, but the process isn’t always …
How do I hold someone accountable for errors in my estate documents near me?
Rain lashed against the windowpane, blurring the cityscape outside. My phone buzzed incessantly – another lawyer wanting a piece of …
Can I require board service or nonprofit affiliation for access to additional funds?
The question of tying access to additional funds—whether through a trust, estate plan, or other financial arrangement—to board service or …
Can a bypass trust specify residency requirements for trustees?
Absolutely, a bypass trust can and often *should* specify residency requirements for trustees, particularly when dealing with complex estate plans …
Can the CRT pay income to a qualified pension plan?
The answer is yes, a Charitable Remainder Trust (CRT) can indeed pay income to a qualified pension plan, although it’s …
Can a CRT be set up using a donor-advised fund intermediary?
The question of whether a Charitable Remainder Trust (CRT) can be established using a donor-advised fund (DAF) as an intermediary …