Can I include guidelines for heirs to mentor outside the family?
Estate planning, traditionally focused on the distribution of assets, is evolving to encompass the preservation and growth of family values, …
Estate planning, traditionally focused on the distribution of assets, is evolving to encompass the preservation and growth of family values, …
The question of including future or unborn beneficiaries in a testamentary trust is a common one for estate planning attorneys …
The question of safeguarding whistleblower heirs from disinheritance within a trust is increasingly relevant, mirroring the heightened awareness of ethical …
The question of whether a letter of intent can be included with a special needs trust is a common one …
Creating a Community Property Trust (CRT) in California, particularly with provisions for divorce, is a complex legal undertaking, and Ted …
The question of beneficiary involvement in trust asset decisions is a nuanced one, frequently arising in discussions with clients here …
The concept of using inheritance as a tool to encourage professionals, particularly those in healthcare and education, to live and …
The question of whether you can restrict beneficiaries’ engagement in certain activities, like high-risk hobbies or professions, through a trust …
A revocable trust automatically becomes irrevocable at your death because you’re no longer available to change or revoke it. What …
Most will provide you with a questionnaire that you can fill out and return prior to drafting. I am looking …