Can I include disaster recovery protocols for trust-owned assets?
As a San Diego estate planning attorney, I often encounter clients who meticulously plan for their lifetime, but surprisingly few …
Can I require annual performance reviews of trust asset managers?
As a beneficiary or trustee, proactively monitoring the performance of trust asset managers is not just advisable, it’s a critical …
Can the trust invest in mission-aligned cooperatives?
As an estate planning attorney in San Diego, I often field questions about the flexibility of trusts, and whether they …
Does an irrevocable trust protect assets from creditors?
Irrevocable trusts, when properly structured and administered, can offer a significant degree of protection from creditors, but it’s not an …
Can I include contingency clauses for divorce or bankruptcy in my estate?
The question of incorporating contingency clauses for divorce or bankruptcy into an estate plan is increasingly common, reflecting the complexities …
Who handles urgent issues with legal documents for death or incapacity?
My phone buzzed incessantly on the table, each vibration sending a fresh wave of anxiety through me. I was staring …
Who should I follow up with regarding unfiled probate documents?
The dusty box sat in the corner, untouched for years. Inside, yellowed papers whispered of a life gone by – …
What can I do on my own to fix an issue before hiring an estate planning attorney near me?
The worn leather of my grandfather’s journal felt cool beneath my fingertips. Dust motes danced in the single ray of …
Where can I check the status of my estate planning fix near by
The insistent buzzing of my phone jolted me awake. My hand fumbled for the device, squinting at the harsh light …
How do I eliminate the risk of problems with an estate planning attorney near me?
The phone slipped from my clammy hand, clattering onto the hardwood floor. Tears welled in my eyes as I reread …