Where should I log this problem with my estate planning lawyer near by
The phone slipped from Maria’s grasp, clattering onto the hardwood floor. She stared at the screen, a wave of nausea …
admin
Who can help align my estate plan with my financial advisor’s strategy?
The old mahogany desk creaked under the weight of decades, its surface marred by coffee rings and faint ink stains …
How do I avoid hiring the wrong estate planning lawyer near me?
A chill ran down my spine as I sat across from the lawyer, her words echoing in my ears: “You’ve …
Who can I rely on for quality estate planning lawyer near by?
The flickering fluorescent lights buzzed overhead, casting long shadows across Martha’s worried face. She clutched a crumpled letter in her …
Can I require that a portion of all distributions go to a family charitable trust?
Yes, it is indeed possible to structure a trust to require a portion of all distributions to go to a …
Can a CRT receive proceeds from a qualified opportunity zone investment?
Charitable Remainder Trusts (CRTs) present a unique intersection with Qualified Opportunity Zone (QOZ) investments, requiring careful consideration to ensure compliance …
Can a special needs trust subsidize backup power supplies for medical devices?
Navigating the complexities of special needs trusts often brings up questions about allowable expenses, and whether those funds can be …
Can I require annual reviews of trustee performance?
As an estate planning attorney in San Diego, I often encounter clients wondering about the oversight of their chosen trustees, …
Can estate planning protect against creditors?
Estate planning is often viewed solely as a method for distributing assets after death, but a crucial, often overlooked, aspect …
Can a special needs trust fund long-term storage of medical records?
The question of whether a special needs trust (SNT) can fund the long-term storage of medical records is a nuanced …