Can a bypass trust be terminated by a supermajority of beneficiaries?
The question of whether a bypass trust can be terminated by a supermajority of beneficiaries is complex and depends heavily …
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Can I allow heirs to donate part of their inheritance into a group venture fund?
The question of allowing heirs to direct portions of their inheritance towards group venture funds is becoming increasingly common as …
What information are beneficiaries entitled to?
As an Estate Planning Attorney in Wildomar, I often field questions from beneficiaries unsure of their rights, so let’s discuss …
How do I know if this is an emergency estate planning situation near by
The insistent ringing of the phone startled me awake. It was my sister, her voice thick with panic. “Dad collapsed,” …
How do I get started with finding a trust attorney?
The air in the small courtroom felt heavy with tension. Martha nervously adjusted her glasses, her heart pounding against her …
How do I close out an issue with a former trust attorney?
The flickering fluorescent lights hummed overhead, casting long, unsettling shadows across Michael’s cluttered desk. A mountain of paperwork loomed before …
Where can I turn for answers about advanced healthcare directives?
The insistent ringing jolted Sarah awake. Her heart hammered against her ribs as she fumbled for the phone, dread creeping …
Can a bypass trust restrict payment of private school tuition for beneficiaries?
A bypass trust, also known as a family bypass trust, is a powerful estate planning tool designed to maximize the …
Can I include instructions for supporting long-distance caregivers?
The demands placed on individuals providing care for loved ones, particularly those living at a distance, are substantial and often …