Can I require trustees to meet periodically with financial advisors?
As an estate planning attorney in Wildomar, I frequently encounter questions about the responsibilities and oversight of trustees, and whether …
As an estate planning attorney in Wildomar, I frequently encounter questions about the responsibilities and oversight of trustees, and whether …
The question of whether you can establish a bypass trust—also known as a credit shelter trust or a Section 2056 …
The question of whether a special needs trust can fund peer-to-peer mentorship tools for disability support is multifaceted, involving careful …
Establishing a clear and comprehensive reporting system for trust distributions is a vital component of responsible trust administration, and yes, …
Yes, a testamentary trust can absolutely apply to out-of-state property, but it requires careful planning and often, ancillary probate proceedings. …