Can I appoint someone to act as a family historian through the trust?
The idea of designating a family historian within a trust is an increasingly popular concept, reflecting a desire to preserve …
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Can I require annual updates to the estate plan by trustees?
As an estate planning attorney in San Diego, I often encounter clients wondering about the ongoing maintenance of their trusts …
Can a trustee be penalized for violating investment guidelines?
Absolutely, a trustee can be penalized for violating investment guidelines, and the consequences can range from minor corrections to substantial …
Can I include a no-conflict-of-interest policy in the trust’s governance?
Absolutely, incorporating a no-conflict-of-interest policy within a trust’s governance is not only permissible but highly recommended for robust and ethical …
Can I require family land to be kept undeveloped for conservation?
The question of preserving family land for conservation is a deeply personal one, often intertwined with emotional attachment, financial considerations, …
Can the trust allow for alternate trustees in the event of incapacity?
The simple answer is absolutely, a well-drafted trust should, and almost always does, account for the possibility of the trustee …
Where do I confirm resolution of an estate matter near by?
The phone slipped from Maria’s grasp, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …
Who can I rely on for quality estate planning lawyer near me?
The phone rang, jarring Margaret from her afternoon crossword. It was her sister, frantic. Their mother had passed away suddenly. …
Who has a reputation for solving estate disputes near me?
The phone buzzed relentlessly on Maria’s nightstand. Each shrill ring felt like a hammer blow to her already fractured nerves. …
Where do I get authoritative support from an estate planning lawyer near me?
The phone slipped from Sarah’s grasp, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …