What happens if trust terms conflict with the state’s inheritance laws?
When a trust’s instructions clash with the established inheritance regulations of a state like California, a legal dance begins to …
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Can I set up a trust for my grandchildren?
Establishing a trust for your grandchildren is a powerful way to secure their financial future, offering benefits beyond simply passing …
Can I require proof of financial hardship for early principal access?
The question of requiring proof of financial hardship before allowing access to the principal of a trust, particularly one established …
Can I name a corporate trustee?
Yes, you absolutely can name a corporate trustee, and in many situations, it’s a very prudent decision to do so; …
Does a trust affect Social Security benefits?
The question of whether a trust impacts Social Security benefits is a common one, and the answer is nuanced; generally, …
Can I include milestones in a special needs trust to encourage independence?
Establishing a special needs trust (SNT) is a powerful tool for securing the future of a loved one with disabilities, …
Can the trust pay for event access fees, such as disability expos?
Navigating the financial aspects of special needs trusts can be complex, particularly when considering expenses beyond basic care. While seemingly …
Can I assign someone to oversee creative works I’ve produced?
Yes, you absolutely can assign someone to oversee your creative works, and doing so is a critical component of comprehensive …
Can I use a trust to encourage long-term holding of family land?
The question of preserving family land for future generations is a deeply emotional one, and a common concern for many …
How do I make the right call on selecting a new estate lawyer near by
The phone slipped from Margaret’s grasp, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …