Can I require my trustee to submit to annual third-party audits?
As the grantor of a living trust, you certainly can outline specific requirements for your trustee, including stipulations for annual …
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Can I require real-time reporting of trust spending to beneficiaries?
The question of demanding real-time spending reports from a trust is a common one for beneficiaries, and it touches upon …
What’s the first thing I should do if my estate plan is contested?
The stale air hung heavy in the courtroom, a palpable tension thick enough to slice with a knife. Agnes fidgeted …
Can I require real-time reporting of trust spending to beneficiaries?
The question of demanding real-time reporting of trust spending from beneficiaries is a surprisingly common one, often stemming from a …
Can I restrict use of trust funds for gambling or speculative investments?
Establishing a trust is a powerful tool for managing and protecting assets, but many clients wonder about controlling how those …
How Can a Revocable Living Trust Protect My Assets?
The insistent buzzing of my phone jolted me awake. It was 3:00 am, and a frantic voicemail from my sister …
Can I restrict use of trust funds for gambling or speculative investments?
Establishing a trust allows for remarkable control over how and when assets are distributed, and the question of restricting funds …
What credentials should I look for in an estate planning attorney near me?
The air hung heavy with unspoken tension. Martha clutched the worn phone, her knuckles white against the plastic. The lawyer’s …
What are my legal rights when facing issues with a trust attorney?
Rain lashed against the windows, mimicking the storm brewing inside me. I stared at the stack of documents, each page …
Can a bypass trust contain clauses for staggered disbursements over decades?
The question of whether a bypass trust – also known as a credit shelter trust or a family trust – …