What happens to trust administration during a trustee transition?
The seamless transition of trust administration when a trustee steps down or is replaced is critical to preserving the trust’s …
How do I explain the trust’s purpose to family members?
Communicating the purpose of a trust to family members can be a delicate process, often fraught with misunderstandings and emotional …
Can I specify how trust-owned property is to be maintained?
As a San Diego estate planning attorney, I often encounter clients wanting to ensure their assets are not only passed …
Can the CRT be designed for phased income beneficiary transitions?
Certainly, a Charitable Remainder Trust (CRT) can absolutely be designed to facilitate phased income transitions for beneficiaries, offering a flexible …
Can I set aside part of the trust for an emergency pandemic response?
The question of allocating trust funds for unforeseen emergencies, such as a pandemic, is increasingly relevant in today’s world, and …
Can I establish rules for sustainability ratings of trust investments?
As a fiduciary, and particularly when managing trust investments, the question of incorporating Environmental, Social, and Governance (ESG) factors, and …
Where can I escalate my concerns about an estate planning attorney near by
The mahogany desk gleamed under the harsh office lights, each imperfection in its polished surface magnified. My heart pounded a …
How can I ensure my assets are distributed according to my wishes after I pass away?
The phone slipped from Sarah’s grasp, clattering onto the hardwood floor. Her father had passed away unexpectedly, leaving behind a …
How should I evaluate my choices for a trust attorney?
The old, yellowed legal document sat on my desk like a ticking time bomb. My grandmother had passed away unexpectedly, …
Who do I call to reassess or reevaluate a trust?
The flickering candlelight cast long, dancing shadows on the dusty legal documents spread across my grandmother’s kitchen table. Her worried …