Can I require disclosures of outside income sources for beneficiaries?
As an estate planning attorney in Wildomar, I often encounter questions about the intricacies of trust administration and beneficiary oversight, …
Can the trust cover social media management for a beneficiary’s safety?
The question of whether a trust can cover social media management for a beneficiary’s safety is increasingly relevant in today’s …
Can I transfer the home into a bypass trust during my lifetime?
Yes, you can transfer your home into a bypass trust, also known as an A-B trust or credit shelter trust, …
Can I require investment in local or community businesses?
The question of whether you can require investment in local or community businesses within your estate plan is complex, intertwining …
Can a bypass trust support disability accommodations in the workplace?
A bypass trust, also known as a special needs trust, is a legal arrangement designed to hold assets for a …
Can I set a rule that discourages portfolio turnover within the trust?
Establishing guidelines to limit portfolio turnover within a trust is not only possible but often a wise strategy, particularly for …
Can I require financial literacy training before distributions?
Yes, requiring financial literacy training before distributions from a trust, especially for beneficiaries who may be young, inexperienced with finances, …
Can I include a clause to split the CRT if a divorce occurs?
Creating a Community Property Trust (CRT) is a powerful estate planning tool for married couples in California, allowing assets to …
What is the rule against perpetuities?
The rule against perpetuities (RAP) is a complex, often misunderstood legal principle in estate planning that limits how long a …
Where can I get a second opinion on estate planning near me?
My phone buzzed incessantly. It was my mother, her voice frantic. “The lawyer sent over the documents, but something doesn’t …