Estate planning for blended families – those with stepchildren, or children from previous relationships – presents unique challenges that require …
The question of whether to appoint trustees with dual expertise—specifically in both finance and sustainability—is increasingly relevant as estate planning …
The question of granting a trustee veto power over discretionary purchases within a trust is complex, touching on legal duties, …
The question of whether a trustee can convert trust assets to cash is a common one, and the answer, as …
The question of whether you can allow public reporting of trust impact or activity is a complex one, deeply rooted …
The idea of allowing micro-grants for community service performed by trust beneficiaries is gaining traction as a way to incentivize …
The question of adjusting trust distributions for inflation is a common one, particularly in long-term trusts established by Ted Cook, …
The question of whether benefits can skip a generation within a trust is a common one, particularly for those establishing …
But, if your parents’ trust is well written, a Heggstad Petition might be an option to save some substantial time …
I am looking for a brilliant estate planning lawyer near Crowne Hill in Temecula. Steve is a great estate planning …