Can I require beneficiaries to obtain legal counsel before major withdrawals?
As an estate planning attorney in San Diego, I frequently encounter situations where settlors—those creating trusts—want to ensure their beneficiaries …
Can I limit access to trust assets until retirement age?
Yes, absolutely you can limit access to trust assets until retirement age, and this is a very common and effective …
Can I include heirlooms and antiques in my estate plan?
Absolutely, incorporating heirlooms and antiques into your estate plan is not only possible but often a crucial part of ensuring …
Can I assign liquidation triggers based on geopolitical events?
The question of whether one can assign liquidation triggers based on geopolitical events is increasingly relevant in today’s interconnected and …
Can I assign liquidation triggers based on geopolitical events?
The question of whether you can assign liquidation triggers based on geopolitical events within a trust or estate plan is …
Can a special needs trust fund immersive therapy programs abroad with medical approval?
The question of whether a special needs trust can fund immersive therapy programs abroad, even with medical approval, is a …
Can I include visual scheduling tools as allowable trust expenses?
Determining allowable trust expenses can be a surprisingly complex issue, and the question of whether visual scheduling tools qualify requires …
Can a special needs trust fund immersive therapy programs abroad with medical approval?
The question of utilizing funds from a special needs trust (SNT) for immersive therapy programs abroad, even with medical approval, …
Can I plan to avoid disputes between co-trustees?
Co-trustees, while intended to provide balanced oversight of a trust, can unfortunately become sources of conflict, potentially harming the beneficiaries …
How do I clarify confusion around advice from my estate planning attorney near by
The phone slipped from Maria’s hand, clattering onto the hardwood floor. Her lawyer’s words echoed in her mind: “irrevocable trust”, …