Can I require trustees to follow a mission-aligned investment policy?
The question of whether you can require trustees to adhere to a mission-aligned investment policy is increasingly common, reflecting a …
Can I implement AI tools to monitor estate performance?
The question of integrating Artificial Intelligence (AI) into estate and trust administration is rapidly moving from futuristic concept to practical …
Can a living trust help avoid court disputes?
A living trust is often touted as a powerful tool for estate planning, but a frequently asked question is whether …
Can the bypass trust convert to a different type of trust if tax laws change?
The bypass trust, also known as a credit shelter trust, was a cornerstone of estate planning for decades, designed to …
Can a bypass trust own income-generating timberland or mineral rights?
Absolutely, a bypass trust, also known as a “B” trust, can indeed own income-generating assets like timberland or mineral rights, …
How do I find an estate planning attorney near me that fits my needs?
The frantic tapping on her keyboard echoed through the empty apartment. Sarah stared at the screen, a growing knot of …
How do I make sure I’m choosing the right estate planning attorney near me?
The phone rang, shattering the peaceful morning. It was Aunt Carol, her voice thick with panic. “They’re seizing the house!” …
How do I intervene early in trust planning conflicts?
The flickering candlelight cast long, dancing shadows across Eleanor’s worried face. She clutched the worn letter in her hand, its …
Where can I get expert feedback on a trust document?
The flickering candlelight cast long shadows across the cluttered desk, illuminating stacks of paperwork and legal jargon that seemed to …
Who do people trust most in trust and estate law?
The flickering candlelight danced across Mrs. Rodriguez’s worried face as she clutched a crumpled letter. The news was devastating: her …