Can I require the trust to hold sustainability ratings across its portfolio?
The question of integrating sustainability ratings into a trust’s investment portfolio is becoming increasingly prevalent, reflecting a growing societal emphasis …
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Can a special needs trust include a social media policy for privacy protection?
The increasing prevalence of social media presents unique challenges to protecting the benefits and privacy of beneficiaries with special needs, …
Can I make distribution contingent on financial literacy certification?
The question of whether you can make distributions from a trust contingent on a beneficiary receiving financial literacy certification is …
What Team Is Best Suited For Complex Estate Needs Near By?
The flickering fluorescent light cast long shadows across the cluttered desk. Papers overflowed from overflowing file folders, each one a …
Can I allow changes to the trust if tax laws change significantly?
Navigating the complexities of estate planning requires foresight, and a crucial aspect of that is anticipating potential shifts in tax …
Where do I send a formal complaint regarding a trust attorney?
The antique clock ticked relentlessly, each measured chime amplifying the mounting anxiety in Sarah’s chest. Papers lay scattered across her …
Can a trust hold an inheritance from someone else?
Yes, a trust can absolutely hold an inheritance received from another person, offering a powerful tool for managing and protecting …
How do I make a formal request for trust revisions?
The antique clock ticked relentlessly, each click another agonizing reminder of time slipping away. Margaret clutched the worn leather-bound document, …
How can I tell if someone is a reputable estate planning lawyer near me?
The insistent ringing of the phone startled me awake. It was my Aunt Millie, her voice trembling with panic. “Honey,” …
Can I exclude stepchildren from my estate?
As an estate planning attorney in San Diego, I frequently encounter clients grappling with complex family dynamics, and the question …