What happens if a beneficiary predeceases me?
The question of what happens when a beneficiary dies before the grantor, or trustor, is a surprisingly common concern in …
Does each state have different trust rules?
Yes, each state has its own unique set of laws governing trusts, leading to a complex landscape for estate planning …
Can I assign access schedules for luxury estate assets?
The thoughtful management of luxury estate assets extends far beyond simple financial planning; it necessitates a detailed strategy for access …
Can I create a joint will with my spouse?
The idea of simplifying estate planning with a joint will seems appealing, offering a seemingly straightforward way for couples to …
Can a trust distribute non-financial assets like heirlooms?
Absolutely, a trust can absolutely distribute non-financial, or tangible personal property, like cherished heirlooms, artwork, jewelry, or collectibles, alongside traditional …
Can I designate real property to be preserved as open space?
The question of preserving real property as open space is increasingly relevant, especially in rapidly developing areas like San Diego …
Can the trust fund storage of durable medical equipment?
The question of whether a trust fund can be used for the storage of durable medical equipment (DME) is a …
Can I name a co-executor along with a primary executor?
Yes, you absolutely can name a co-executor alongside a primary executor in your estate plan, and it’s a common practice …
Can I prevent the CRT from making distributions to certain types of nonprofits?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
What’s the industry protocol for resolving trust conflicts?
The old, yellowed document trembled in my hands. My grandfather’s will, a relic from a time before smartphones and self-driving …