Can a testamentary trust invest in the stock market?
Yes, a testamentary trust absolutely can invest in the stock market, and often does, as it’s a crucial tool for …
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Can the trust assist with website accessibility services for the beneficiary?
As an estate planning attorney in San Diego, I often encounter unique needs of beneficiaries, and the question of funding …
Can I include clauses requiring sustainability in CRT asset management?
The increasing demand for socially responsible investing extends to all asset classes, including those held within Charitable Remainder Trusts (CRTs). …
Can the trust support an innovation grant fund for family projects?
Establishing a trust is a powerful tool for managing and distributing assets, but the question of whether it can support …
What is the role of a trust protector?
The role of a trust protector is becoming increasingly vital in modern estate planning, offering a dynamic layer of oversight …
What legal options do I have for fixing my estate plan near me?
The flickering fluorescent lights buzzed overhead, casting a sickly yellow glow over Maria’s worried face. Papers were scattered across the …
What Are The Essential Elements Of A Comprehensive Estate Plan?
The flickering candlelight danced across Sarah’s worried face as she sifted through stacks of paperwork. Her father, a successful entrepreneur, …
What are my legal rights when facing a dispute with an estate planning lawyer nearby?
The worn leather of the briefcase felt cold against Amelia’s clammy palm. Inside, nestled amongst meticulously organized documents, lay her …
What’s the process to dissolve a revocable trust?
The dusty attic air hung heavy, thick with forgotten memories. Sunlight streamed through a cracked window, illuminating motes of dust …
How Do Trusts Protect Assets from Creditors?
The phone buzzed incessantly, jarring me awake in the dead of night. It was my elderly aunt Margaret, her voice …