Can the trust adopt a long-term horizon approach to investing?
Absolutely, a trust can, and often should, adopt a long-term horizon approach to investing, particularly when established for beneficiaries who …
Can I fund a Charitable Remainder Trust with restricted stock?
Yes, you can generally fund a Charitable Remainder Trust (CRT) with restricted stock, but it’s a bit more complex than …
Can my trust receive money from a life insurance payout?
Yes, a trust can absolutely receive funds from a life insurance payout, and it’s a commonly used estate planning strategy, …
Can a special needs trust distribute funds on a monthly schedule?
Yes, a special needs trust can absolutely distribute funds on a monthly schedule, and in many cases, that is the …
Are there penalties for not following the trust terms?
Yes, there can be significant penalties for not adhering to the terms outlined in a trust document, ranging from financial …
Can a trust guarantee down payments for home purchases?
The question of whether a trust can guarantee down payments for home purchases is complex, and the answer isn’t a …
What attorney handles estate plans for high-net-worth individuals?
The mahogany door swung shut with a resounding thud, echoing the weight of anxiety pressing down on David’s chest. He …
Where can I find help after hours from an estate planning attorney near me?
The phone felt heavy in my hand, cold metal pressing against a clammy palm. My grandfather had passed away unexpectedly, …
How do I confirm that the estate planning issue is resolved near by?
The phone slipped from Sarah’s trembling hand, clattering onto the hardwood floor. The news from her father’s attorney was devastating: …
How do I take immediate corrective action for a probate error?
The air in the courtroom felt thick with anxiety. Margaret clutched her worn copy of her mother’s will, her knuckles …