How do I resolve something that’s already escalated in court
The rain hammered against the courthouse windows, mirroring the tempest brewing inside old Man Hemlock. He’d spent his life building …
Where can I turn for answers about estate planning near by?
The rain hammered against the windows of old Man Hemlock’s study, each drop a relentless tick of the clock. His …
Where do I lodge an issue related to trust execution?
The clock ticked relentlessly. Old Man Hemlock, a recluse known for his eccentric collection of antique clocks, had passed. His …
How do I dispute an error involving a trust agreement
The rain lashed against the windows of the small office, mirroring the storm brewing within old Mr. Abernathy. He’d discovered …
Can a CRT use beneficiary data to improve charitable targeting?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I create a clause that reduces distributions based on criminal convictions?
The question of incorporating clauses that adjust trust distributions based on a beneficiary’s criminal convictions is increasingly relevant in estate …
Can a CRT be used as a planned giving vehicle in a corporate merger?
Charitable Remainder Trusts (CRTs) present a sophisticated planned giving option, and their viability within the context of a corporate merger …
Can a special needs trust support secure digital document notarization?
The question of whether a special needs trust can support secure digital document notarization is becoming increasingly relevant as technology …
Can I require ongoing health checkups for heirs receiving distributions?
The question of whether you can require ongoing health checkups for heirs receiving distributions from a trust is complex, navigating …
Can I require documentation for all trust-related purchases?
Absolutely, requiring documentation for all purchases made with funds from a trust is not only permissible but highly recommended for …