How do I preserve generational wealth legally?
The air hung thick with tension in Sarah’s living room. Her father, a self-made entrepreneur, had recently passed away, leaving …
Where can I find someone to step in on a delayed probate?
The manila envelope sat untouched on my kitchen counter, a stark reminder of my father’s passing. It contained a tangled …
What’s my recourse when dealing with a negligent trust attorney?
The flickering fluorescent lights hummed overhead, casting an eerie glow on the stacks of legal documents scattered across Mrs. Henderson’s …
Who has the tools to handle complex trust structures?
My heart pounded as I stared at the stack of legal documents on my desk. Estate planning had always seemed …
Can I require beneficiaries to file annual taxes before accessing income?
The question of whether you can require beneficiaries to file annual taxes before accessing income from a trust is a …
Can I require asset diversification within the trust?
The question of whether you can require asset diversification within a trust is a common one for clients of estate …
Can I require annual reporting from the remainder charity?
When establishing a Charitable Remainder Trust (CRT), many individuals desire ongoing assurance that the charitable organization designated as the remainder …
Can I require annual beneficiary letters to the family?
Estate planning, particularly when involving trusts, often centers around ensuring assets are distributed according to the grantor’s wishes and that …
Can I require all trust communication to be encrypted and secure?
In the modern digital landscape, the question of securing sensitive information, especially concerning trusts and estate planning, is paramount. Yes, …
Can I require a trustee to complete background checks for vendors?
The question of whether you can require a trustee to complete background checks on vendors is a common one, particularly …