What’s the emergency protocol for lost estate documents?
The frantic phone call came in late on a Friday afternoon, just as I was wrapping up for the week. …
How do I correct an error involving a trust attorney?
The phone slipped from my hand, clattering against the hardwood floor. My stomach churned as I reread the email for …
Who drafts special needs trusts?
The phone rang, its insistent trill slicing through Sarah’s concentration. It was her sister, Anna, voice trembling with worry. Their …
What are the different types of trusts used in estate planning?
The late afternoon sun cast long shadows across my desk as I frantically sifted through a mountain of paperwork. My …
Can a bypass trust fund contributions to a child’s Roth IRA?
The question of whether a bypass trust can fund contributions to a child’s Roth IRA is a complex one, deeply …
Can a testamentary trust be used to hold investment properties?
Yes, a testamentary trust can absolutely be used to hold investment properties, offering a powerful tool for estate planning and …
Can a special needs trust include a requirement for culturally competent care?
Absolutely, a special needs trust can, and arguably *should*, include requirements for culturally competent care, ensuring the beneficiary receives support …
Can a bypass trust cover the costs of legacy planning retreats for beneficiaries?
The question of whether a bypass trust can cover the costs of legacy planning retreats for beneficiaries is complex, hinging …
Can I update my estate plan after a divorce?
Divorce is a significant life event that necessitates a thorough review and likely, an update to your estate plan. Failing …
Can a CRT support sustainable agriculture projects?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often associated with gifting appreciated assets to charity while retaining an …