Can I include life coaching or mentorship funding in the trust plan?
The question of incorporating funding for life coaching or mentorship within a trust is increasingly common as individuals recognize the …
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Can the trust adopt a long-term horizon approach to investing?
Absolutely, a thoughtfully designed trust can and often *should* adopt a long-term horizon approach to investing, allowing for potentially significant …
Can I require the trustee to publish annual financial summaries?
As a San Diego estate planning attorney, I frequently encounter questions about trustee accountability, and whether beneficiaries have the right …
Can a CRT be designed to comply with international philanthropic laws?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I use a CRT to satisfy a charitable pledge?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for fulfilling substantial charitable pledges, potentially providing significant tax benefits to the …
Can a trust include a social equity clause for vendor selection?
Absolutely, a trust can indeed include a social equity clause for vendor selection, reflecting the growing trend of socially responsible …
How do I research the right estate planning attorney nearby?
The old, yellowed document crinkled in my hands. It was Dad’s will, hastily scrawled on a single sheet of paper. …
What type of background should a reputable trust attorney have?
Rain lashed against the windows, mirroring the tempest raging in Clara’s heart. Her father had passed away unexpectedly, leaving behind …
Where do I file a complaint about an estate planning lawyer near me?
The musty scent of old paper and leather filled Margaret’s nostrils as she sifted through her late father’s files. A …
What’s the Immediate Action Plan for Incapacity Without a Plan?
The phone rang, startling me from my afternoon nap. It was my sister, her voice tight with worry. “Dad’s had …