Can the trust allow early payouts in hardship cases?
The question of whether a trust can allow early payouts in hardship cases is a common one for individuals establishing …
Can the trust be converted into a charitable remainder trust by future vote?
The question of converting an existing trust into a Charitable Remainder Trust (CRT) via a future vote—or amendment—is complex and …
Can the trust allow modifications through a trust protector if needed?
The ability to modify a trust is a cornerstone of modern estate planning, and increasingly, trust protectors are being utilized …
Can the trust allocate funds to maintain solar panels on inherited property?
The question of whether a trust can allocate funds to maintain solar panels on inherited property is surprisingly nuanced and …
Can the trust adjust disbursements based on income reported by the IRS?
The question of whether a trust can adjust disbursements based on income reported by the IRS is a complex one, …
Can the surviving spouse access the principal in a bypass trust?
The question of whether a surviving spouse can access the principal in a bypass trust is a common one, and …
Can the CRT’s investments reflect religious or ethical values of the donor?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
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Age … Executors must be at least 18 years old. Determined Estate Planning lawyer is The Law Firm of Steven …
Fantastic Lawyer Estate Planning around Chardonnay Hills, Temecula CA.
1 – locating the assets that make up the estate; 2 – notifying the beneficiaries and heirs that the decedent …
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If the parties are unable to compromise, with a joint effort, they may petition the courts for a partition action. …