Can I include instructions for supporting long-distance caregivers?
Navigating the complexities of elder care is challenging enough when family members live nearby, but the difficulties are magnified exponentially …
Can I require regular trustee check-ins with the beneficiary?
As a Living Trust & Estate Planning Attorney in Escondido, I often get asked about the level of communication expected …
Can a CRT be divided into smaller trusts for individual beneficiaries?
Community Property Trusts (CPTs), particularly those established in California, offer a flexible approach to estate planning, but the question of …
Can a special needs trust pay for temporary accessible furniture rental?
The question of whether a special needs trust (SNT) can pay for temporary accessible furniture rental is a common one, …
Can I gift property to my heirs now and still control it in my estate plan?
Yes, it is absolutely possible to gift property to your heirs now while still maintaining a level of control through …
Can I attach performance-based rewards to trust distributions?
The question of whether you can attach performance-based rewards to trust distributions is a complex one, heavily influenced by state …
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 …
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,” …