Can I require psychological evaluations before distributions?
The question of whether to require psychological evaluations before distributing assets from a trust or estate is a complex one, …
Can a special needs trust pay for secure file-sharing platforms?
The question of whether a special needs trust (SNT) can pay for secure file-sharing platforms is nuanced, dependent on the …
Can a special needs trust offer a reserve fund for rising insurance premiums?
The question of whether a special needs trust (SNT) can function as a reserve for escalating insurance premiums is a …
Can the trust require family members to participate in annual planning retreats?
That’s a fascinating question, and the answer is surprisingly, yes, a trust *can* require family members to participate in annual …
Can a bypass trust be used to create a family endowment?
Absolutely, a bypass trust – also known as a credit shelter trust or an A-B trust – can be a …
How do I reopen a closed trust or amend a finalized one?
The phone rang, jarring me from my morning coffee ritual. It was Margaret, a client whose voice trembled with distress. …
What’s the simplest way to correct an estate plan near me?
The phone buzzed incessantly, disrupting Sarah’s peaceful morning coffee. It was her sister, frantic and heartbroken. Their mother had passed …
Who do I bring in for a second look at a contested trust?
The mahogany desk gleamed under the harsh fluorescent lights, its surface cluttered with legal documents. Martha nervously tapped her foot, …
Who do I contact in a crisis involving end-of-life legal planning?
The phone slipped from Sarah’s hand, clattering onto the hardwood floor. Her father, always so vibrant and full of life, …
How do I choose between similar providers for trust law?
The clock ticked relentlessly, each second echoing Sarah’s growing anxiety. Her father, once a pillar of strength, was now frail …