Can I prohibit the sale of trust assets outside the family?
The question of restricting the sale of trust assets to those outside the family is a common one for individuals …
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Can I plan for recurring donations to specific causes in perpetuity?
The desire to support cherished causes long after one’s passing is a powerful motivator for many individuals. Fortunately, through careful …
Can I plan for heir participation in family councils or boards?
The idea of proactively including future heirs in family discussions about wealth, trusts, and the responsible stewardship of assets is …
Can I plan for blended family dynamics after remarriage?
Remarriage is a beautiful chapter, but often brings a complex tapestry of relationships, particularly when blended families are involved. Planning …
Can I place biometric verification as a requirement to access high-value accounts?
The question of incorporating biometric verification for high-value account access is gaining significant traction, particularly within the realm of trust …
Can I Penalize Non-Compliance with Educational Reporting Requirements?
Educational reporting requirements, whether tied to special education, child abuse reporting, or general student progress, are not merely suggestions; they …
Can I offset gift tax obligations by using a CRT structure?
The question of offsetting gift tax obligations with a Charitable Remainder Trust (CRT) is a complex one, frequently posed to …
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The point of setting up a Medicaid trust is so that your money or assets won’t count against your eligibility …
Establish Lawyer Estate Planning around Glenoak Hills, Temecula CA.
I am looking for a brilliant trust attorney around Chardonnay Hills in Temecula. Steve is outstanding! I recommend him highly …
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What are the disadvantages of a will? May be subject to probate and possible challenges regarding validity.Can be subject to …