Can the bypass trust require biometric access for financial records?
The question of integrating biometric access into a bypass trust for securing financial records is increasingly relevant in the modern …
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Can I require trustees to recertify investment ethics annually?
The question of whether you can require trustees to recertify investment ethics annually is a complex one, deeply rooted in …
Can I use a power of attorney to manage my affairs during incapacity?
A power of attorney (POA) is a vital estate planning tool that allows you to appoint someone you trust—your “agent”—to …
Can I limit trustee liability through indemnity clauses?
As an estate planning attorney in San Diego, I often get asked about ways to protect those taking on the …
Can the trust require the remainder charity to meet impact benchmarks?
Yes, a trust can absolutely require the remainder charity to meet specific impact benchmarks, and this is becoming an increasingly …
Can I name a non-relative to manage my estate?
Absolutely, you can designate a non-relative to manage your estate, and it’s a surprisingly common and often advantageous choice; while …
Who do people usually recommend for trust law services?
The mahogany desk gleamed under the dim office light, reflecting back the anxious frown etched on Michael’s face. Stacks of …
Who provides trusted legal help for fixing estate errors?
The manila envelope sat on my desk, unopened. It held the last will and testament of my Great Aunt Edna, …
What is the role of an Estate Planning Attorney in safeguarding my legacy?
The worn leather-bound journal lay open on my desk, its pages filled with faded ink and memories. My grandfather’s careful …
How do I clarify a confusing issue involving my estate planning lawyer near me?
The phone slipped from Amelia’s trembling hand, clattering onto the hardwood floor. Her lawyer’s words echoed in her mind: “irrevocable …