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 …
Can I include charitable donations in my estate plan?
Yes, absolutely you can and many find great fulfillment in leaving a legacy of giving through their estate plan, it’s …
Can I require asset diversification within the trust?
Absolutely, requiring asset diversification within a trust is not only possible but often a very prudent and recommended practice, particularly …
Can a special needs trust include digital literacy coaching for seniors with disabilities?
Absolutely, a special needs trust can, and in many cases *should*, include provisions for digital literacy coaching for seniors with …
Can I assign fiduciary succession protocols?
The question of whether you can assign fiduciary succession protocols is crucial for ensuring the seamless continuation of trust and …
What’s the safest way to hire an estate planning attorney?
The antique clock ticked rhythmically, its chime resonating through the dimly lit room. Sarah nervously tapped her foot, a stack …
What’s the best way to contain a problem with an estate planning attorney near me?
The manila envelope lay on the kitchen counter, its contents heavy with implications. A tremor ran through Amelia as she …
How do I know it’s time to call someone about revising my will?
The air hung heavy with unspoken tension. My brother, Mark, fidgeted with his tie, avoiding my gaze. He cleared his …
How do I expedite the resolution process with my estate planning lawyer near me?
The antique clock chimed twice, its mournful tone echoing through the dimly lit study. Stacks of legal documents sat precariously …
How do I stabilize a situation involving an estate planning attorney near by?
The late afternoon sun cast long shadows as Michael nervously tapped his foot outside Steve Bliss’s Temecula office. His Uncle …