Can I create multiple bypass trusts with different terms for each branch of the family?
The question of establishing multiple bypass trusts, each tailored to a different branch of the family, is a common one …
Can I require attendance at family retreats or planning sessions?
Navigating family dynamics surrounding estate planning can be complex, and the question of requiring attendance at family retreats or planning …
Can I name a trust company as a co-trustee?
Yes, you absolutely can name a trust company as a co-trustee, and it’s a strategy gaining considerable traction in modern …
How do I manage a breakdown in trust execution?
The tension was palpable. Aunt Millie, her face flushed, slammed her fist on the table. “This isn’t what my brother …
Who can assist me in resolving a probate dispute?
My phone buzzed incessantly, displaying a string of missed calls from my aunt Mildred. My stomach churned with unease. Mildred …
How do I create a timeline to fix issues with my estate plan near by
The phone slipped from Amelia’s grasp, clattering onto the hardwood floor. She stared at the stark white envelope on the …
What should I record or screenshot before fixing trust issues?
The phone slipped from Maria’s grasp, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …
How do I de-escalate a situation involving family inheritance disagreements?
The flickering candlelight danced across Aunt Margaret’s face, casting long shadows that mirrored the brewing storm in her eyes. “That …
Can I name an entity as beneficiary of the bypass trust?
The question of whether you can name an entity, like a charity or a business, as a beneficiary of a …
Can a testamentary trust be used to require property conservation practices?
Yes, a testamentary trust can absolutely be used to require property conservation practices, providing a powerful mechanism for ensuring long-term …