Can I refinance a home in a trust without removing it?
Refinancing a home held within a trust is certainly possible, but it requires careful navigation and understanding of lender requirements, …
How Can I Protect My Assets for Future Generations?
The antique clock chimed midnight, its melodic tones echoing through the dimly lit study. Eleanor nervously tapped her foot, a …
What Happens If My Beneficiaries Die Before Me?
The phone rang, jarring Sarah awake. It was her aunt, voice trembling with worry. “Sarah, honey, it’s your uncle John. …
How can I identify a dependable attorney for my estate needs?
The late afternoon sun cast long shadows across the cluttered desk as Maria stared at the stack of unopened bills. …
Can the trust pay for career-transition planning for older heirs?
Absolutely, a thoughtfully drafted trust *can* indeed pay for career-transition planning for older heirs, though it requires careful consideration and …
Can the trust include built-in sunset clauses for reevaluation?
Absolutely, a trust can, and often should, include built-in sunset clauses for reevaluation, allowing for adjustments based on changing circumstances, …
Can I require that trust-owned businesses remain private?
The question of maintaining privacy for businesses held within a trust is a common concern for clients of estate planning …
Can I require attendance at financial bootcamps or seminars?
As an estate planning attorney in San Diego, I frequently encounter clients grappling with financial literacy and preparedness, and the …
How do I manage liquidity in a trust?
Managing liquidity within a trust is a crucial aspect of estate planning, ensuring the trustee has readily available funds to …
Can a testamentary trust contain anti-alienation provisions?
The question of whether a testamentary trust can contain anti-alienation provisions is a nuanced one, deeply rooted in estate planning …