Can I fund job retraining programs for unemployed beneficiaries?
The question of whether you can fund job retraining programs for unemployed beneficiaries through estate planning tools is a complex …
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How Can I Protect My Assets From Creditors?
The phone rang, shattering the quiet morning. It was Michael’s brother, his voice laced with worry. “They’re coming for everything, …
What’s the best way to prevent probate delays?
The worn leather of my grandfather’s briefcase felt cool beneath my fingers. Inside, nestled amongst yellowed invoices and faded photographs, …
What steps should I follow to resolve estate-related legal conflict?
The phone slipped from my trembling hand, clattering onto the hardwood floor. My Aunt Margaret’s will had been read. She …
Can I tie distributions to successful completion of counseling or therapy?
The question of whether you can tie distributions from a trust to a beneficiary’s successful completion of counseling or therapy …
Can a bypass trust offset tax on inherited annuities?
Inherited annuities present unique tax challenges, and a bypass trust, also known as a credit shelter trust, can be a …
What is the benefit of holding life insurance in a trust?
Holding life insurance within a trust, specifically an Irrevocable Life Insurance Trust (ILIT), offers significant benefits beyond simply providing a …
Can I instruct the trustee to consider local economic needs when choosing investments?
As an estate planning attorney in San Diego, I frequently encounter clients wanting their legacies to extend beyond mere financial …
Can I designate specific funding for family disputes or litigation resolution?
The question of whether you can specifically designate funding within your estate plan to address potential family disputes or litigation …
Can a special needs trust support navigation tools for travel training?
The question of whether a special needs trust (SNT) can support navigation tools for travel training is a common one …