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 …
Can I assign a temporary trustee if the primary is unavailable?
The question of whether you can assign a temporary trustee when your primary trustee is unavailable is a common one …
Can I assign a mediator to settle any estate disputes in advance?
The concept of proactively designating a mediator for potential estate disputes is gaining traction as a smart estate planning strategy, …
Can I assign a custodian to manage financial gifts to minors?
The question of managing financial gifts to minors is a common one for parents, grandparents, and other benefactors. While direct …
Can I appoint someone to mediate conflicts among beneficiaries?
Estate planning, while focused on asset distribution, often overlooks the potential for interpersonal conflicts among beneficiaries. Disagreements can arise over …
Can I appoint different people for estate and health decisions?
The question of whether you can appoint different individuals for estate and health decisions is a common one for those …