Who Should Be Contacted First About Legal Estate Issues?
The phone buzzed insistently, jarring me awake in the pre-dawn stillness. It was Aunt Millie’s lawyer. Her voice trembled as …
What service specializes in resolving trust administration issues near me?
The phone rang, jolting Sarah awake. It was her aunt Margaret’s lawyer, informing her of Margaret’s passing. Grief washed over …
Can I rotate trustees from multiple regions for diverse oversight?
The question of rotating trustees, particularly when drawing from multiple regions, is a common one for individuals and families engaging …
Can I Reward Heirs Who Participate in Restorative Family History Efforts?
Estate planning traditionally focuses on the equitable distribution of assets, but increasingly, clients are exploring ways to incentivize behaviors that …
Can I revoke a testamentary trust by writing a new will?
The question of whether you can revoke a testamentary trust by simply writing a new will is a common one, …
Can I restrict use of funds for private jets or luxury expenses?
The question of restricting the use of trust funds for extravagant purchases like private jets or luxury items is a …
Can I restrict trust spending by category or vendor?
The question of restricting trust spending is a very common one for beneficiaries and trustees alike, particularly when dealing with …
Can I restrict the use of the charitable remainder to a specific department within a charity?
The question of whether you can restrict the use of a charitable remainder to a specific department within a charity …
Can I restrict resale of inherited real estate to non-family members?
The question of restricting the resale of inherited real estate to non-family members is a common concern for estate planning …
Can I require trustees to follow a mission-aligned investment policy?
The question of whether you can require trustees to follow a mission-aligned investment policy is increasingly prevalent as grantmakers and …