Can I require a trustee to complete background checks for vendors?
As a San Diego estate planning attorney, I frequently encounter questions about the responsibilities and oversight of trustees, and the …
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Should my financial advisor be involved in trust management?
The question of whether your financial advisor should be involved in trust management is a crucial one, demanding careful consideration …
Can the trust subsidize skill-tracking apps for personal development?
The question of whether a trust can subsidize skill-tracking apps for personal development is becoming increasingly relevant in an era …
Can a bypass trust include blockchain-based smart contract clauses?
The intersection of traditional estate planning tools like bypass trusts and cutting-edge technologies like blockchain and smart contracts presents a …
Can a testamentary trust pay for a beneficiary’s living expenses?
Testamentary trusts, created within a will and coming into effect after death, offer a flexible tool for managing and distributing …
How do I legally include instructions for family heirlooms?
The antique mahogany desk, passed down from her great-grandmother, held more than just ledgers and inkwells – it embodied generations …
What do I need to file a formal resolution request with an estate planning attorney near me?
A chill ran down my spine as I stared at the legal document in my hand. My grandmother had passed …
How do I know when it’s time to escalate an estate planning issue near by?
The flickering fluorescent lights buzzed overhead, casting harsh shadows across Michael’s anxious face. His fingers drummed a nervous tattoo on …
Who should be held accountable for mistakes by an estate planning attorney near me?
The musty smell of old paper filled my nostrils as I sifted through my grandmother’s belongings. A faded photograph slipped …
How do I de-escalate a situation involving an estate planning lawyer near by
My phone buzzed incessantly, each ring amplifying my anxiety. It was Aunt Millie again, her voice laced with panic as …