Can I require a social worker on the trustee advisory team?
The question of integrating a social worker into a trustee advisory team is increasingly relevant, particularly in estate planning that …
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Can I prioritize one beneficiary over another for business assets?
Navigating the complexities of estate planning, particularly when business assets are involved, often presents unique challenges for individuals seeking to …
Can I assign a backup charity if the original one no longer exists?
The question of assigning a backup charity within a trust or estate plan is a common and prudent one, and …
How do I avoid probate for forgotten assets?
The unfortunate reality is that many Americans have “forgotten assets”—unclaimed property, dormant bank accounts, or policies they’ve simply lost track …
Can a CRT be used to align charitable and environmental goals in a single plan?
A Charitable Remainder Trust (CRT) absolutely can be a powerful tool to align both charitable and environmental goals within a …
Can I require trustee participation in future-proofing workshops or education?
As an estate planning attorney in Wildomar, I often encounter clients wondering about the best ways to ensure their estate …
Can a trust designate control of my social media accounts?
The digital age has introduced a novel challenge to traditional estate planning: what happens to our online lives after we’re …
Can the trust fund an ongoing subscription to mental health check-in platforms?
The question of whether a trust can fund ongoing subscriptions to mental health check-in platforms is increasingly relevant in today’s …
How do I avoid probate for forgotten assets?
Probate, the legal process of validating a will and distributing assets, can be a lengthy and costly affair, but often …
Where can I find a vetted estate planning lawyer near me?
The phone slipped from her grasp, clattering onto the hardwood floor. Tears welled in Sarah’s eyes as she stared at …