Should I use a warranty deed or a quitclaim deed for my trust?
The choice between a warranty deed and a quitclaim deed when transferring property into a trust is a common question …
Can I require an independent panel to approve principal distributions over a limit?
Absolutely, establishing an independent panel to oversee principal distributions exceeding a predetermined threshold is a prudent and increasingly common practice …
Can a testamentary trust reimburse for health insurance premiums?
Testamentary trusts, created through a will and taking effect after death, offer a flexible tool for managing assets and providing …
Can I include a no-contest clause in a testamentary trust?
A no-contest clause, also known as an *in terrorem* clause, is a provision within a testamentary trust (or will) that …
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 …