Can I direct part of the trust to fund internships for beneficiaries’ children?
Absolutely, a trust can be structured to allocate funds for specific purposes, and funding internships for beneficiaries’ children is a …
Can I mandate trustee meetings with beneficiaries?
As an estate planning attorney in San Diego, I frequently encounter questions about the balance of power between trustees and …
Can I assign generational financial literacy benchmarks to the trust?
The concept of embedding financial literacy benchmarks within a trust is increasingly relevant, particularly as wealth transfer accelerates between generations …
Can I require a formal needs assessment to update trust goals?
Establishing and maintaining a trust is not a one-time event; it’s a dynamic process that should evolve alongside your life …
How are trust assets divided after my death?
The division of trust assets after your death is a carefully orchestrated process, dictated by the terms of the trust …
Where should I not look for estate legal advice?
The phone slipped from my trembling hand, clattering onto the hardwood floor. My mind raced, a whirlwind of panic and …
What’s the dispute resolution policy for trust conflicts?
The flickering candlelight cast long shadows across the mahogany table, illuminating the worried faces gathered around it. Aunt Beatrice clutched …
Where do I find the most experienced trust attorney?
The weight of responsibility settled heavily on Sarah’s shoulders. Her grandmother, the matriarch who held their family together with love …
How Can Estate Planning Protect My Family’s Future?
The phone rang, piercing the quiet of the evening. Sarah answered, her heart plummeting as she heard the news: her …
How important is it to clearly define roles and responsibilities when setting up a trust?
The antique clock chimed three times, each gong reverberating like a hammer blow in Sarah’s chest. The lawyer’s words echoed …