Can the trustee be sued?
The possibility of a trustee facing a lawsuit is a significant concern for anyone taking on this fiduciary role, and …
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Can I assign a financial mentor for young beneficiaries?
The question of guiding young beneficiaries toward financial responsibility is a common one for estate planning attorneys like myself here …
Can a CRT include provisions for charitable naming rights?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a special needs trust pay for travel or vacations?
The question of whether a special needs trust (SNT) can cover travel or vacations is a common one, and the …
Can I include a charity from a donor-advised fund network as the CRT’s beneficiary?
Yes, you can absolutely include a charity from a donor-advised fund (DAF) network as a beneficiary of your Charitable Remainder …
How do I dispute an error involving a trust agreement?
The air hung thick with tension as Maria stared at the document in front of her, her brow furrowed in …
How Can I Protect My Assets for Future Generations?
The phone slipped from Margaret’s grasp, clattering onto the hardwood floor. Her son Michael’s voice echoed in her ears: “Mom, …
How do I request an adjustment or legal resolution from an estate planning lawyer near me?
The flickering fluorescent lights hummed above, casting long shadows across the cramped conference room. Papers were strewn across the table …
Why Should I Establish a Trust?
The worn leather of the briefcase felt heavy in Martha’s hand. Inside, lay years of painstakingly accumulated savings – her …
How do I minimize further loss from a trust dispute?
The phone slipped from Sarah’s hand, clattering against the hardwood floor. Tears welled in her eyes as she stared at …