Can I require mandatory trustee audits every 5 years?
As an estate planning attorney in San Diego, I often field questions about oversight and accountability for those entrusted with …
As an estate planning attorney in San Diego, I often field questions about oversight and accountability for those entrusted with …
Yes, absolutely you can and many find great fulfillment in leaving a legacy of giving through their estate plan, it’s …
Absolutely, requiring asset diversification within a trust is not only possible but often a very prudent and recommended practice, particularly …
Absolutely, a special needs trust can, and in many cases *should*, include provisions for digital literacy coaching for seniors with …
The question of whether you can assign fiduciary succession protocols is crucial for ensuring the seamless continuation of trust and …
The antique clock ticked rhythmically, its chime resonating through the dimly lit room. Sarah nervously tapped her foot, a stack …
The manila envelope lay on the kitchen counter, its contents heavy with implications. A tremor ran through Amelia as she …
The air hung heavy with unspoken tension. My brother, Mark, fidgeted with his tie, avoiding my gaze. He cleared his …
The antique clock chimed twice, its mournful tone echoing through the dimly lit study. Stacks of legal documents sat precariously …
The late afternoon sun cast long shadows as Michael nervously tapped his foot outside Steve Bliss’s Temecula office. His Uncle …