Can the trust adjust disbursements based on income reported by the IRS?
The ability of a trust to adjust disbursements based on income reported by the IRS is a nuanced topic, heavily …
Can I require that a portion of all distributions go to a family charitable trust?
Yes, it is indeed possible to require that a portion of all distributions from a trust go to a family …
Can a CRT receive proceeds from a qualified opportunity zone investment?
Charitable Remainder Trusts (CRTs) present a unique intersection with Qualified Opportunity Zone (QOZ) investments, requiring careful consideration of tax implications …
How do I know I’m making a smart estate planning choice?
The phone slipped from Maria’s hand, clattering against the hardwood floor. Tears welled in her eyes as she stared at …
Who should be held accountable for mistakes by an estate planning lawyer near me?
The worn leather of the briefcase felt heavy in Michael’s hand. He stared at the imposing oak doors of the …
What documents do I need to prepare before meeting an estate attorney?
The flickering fluorescent lights buzzed overhead, casting a sickly yellow glow on the cluttered desk. Papers overflowed from overflowing file …
How do I know it’s time to call an estate planning attorney near by
The air hung heavy with unspoken words as Maria stared at her grandfather’s worn photograph. He had always been the …
What credentials should a trusted estate planning lawyer have nearby?
The phone slipped from my trembling hand, clattering against the hardwood floor. My mother’s voice, frail and tinged with worry, …
What happens if I transfer too much into the trust?
Transferring assets into a revocable living trust is a cornerstone of estate planning, but it’s surprisingly easy to overdo it, …
Can I request that estate assets be used to create a family memorial?
The question of utilizing estate assets to establish a family memorial is a common one, and the answer, like much …