Can a trust pay for moving expenses to accessible housing?
As a San Diego estate planning attorney, I often field questions about the flexibility of trusts and how they can …
Can a bypass trust preserve assets for children from a prior marriage?
A bypass trust, also known as a B trust or a credit shelter trust, is a powerful estate planning tool …
Can I tie trust distributions to economic conditions?
Yes, it is absolutely possible, and increasingly common, to tie trust distributions to economic conditions, allowing for flexibility and responsiveness …
Can a bypass trust continue if the surviving spouse becomes incapacitated?
A bypass trust, also known as a credit shelter trust or an A-B trust, is a valuable estate planning tool …
How do I choose a trustee?
Selecting a trustee is one of the most critical decisions in estate planning, as this individual will be responsible for …
What’s the best way to initiate help with an estate planning lawyer near by?
The phone buzzed incessantly, startling me awake. It was my sister, Sarah, her voice trembling with anxiety. “Dad just passed …
What’s the simplest way to address an estate distribution error?
The will reading was somber. Everyone gathered, faces etched with grief and anticipation. Aunt Mildred’s prized china collection – a …
How do I make sure this doesn’t spiral into litigation with a trust attorney?
The aroma of freshly brewed coffee filled Sarah’s kitchen as she reviewed her late father’s will. A knot tightened in …
How do I take legal action about mismanaged trusts?
The musty smell of old books hung heavy in the air as Margaret rifled through her late father’s files. A …
What’s the proven method for correcting a living trust near by?
The phone slipped from my grasp, clattering onto the hardwood floor. My breath caught in my throat. “It’s gone,” I …