How do I bring closure to a disputed estate situation near by
Rain lashed against the windows, mirroring the storm brewing inside Margaret’s heart. Her brother-in-law, Mark, had recently passed away, leaving …
What should I document before I change my trust?
The flickering fluorescent lights buzzed overhead, casting an anemic glow on the mountain of paperwork scattered across the kitchen table. …
What are the benefits of establishing a trust?
The old, ornate clock on the mantelpiece chimed twice. Eleanor stared at its face, her brow furrowed. A sense of …
Who has the authority to fix a trust problem near by?
The flickering fluorescent lights hummed overhead, casting an unsettling pallor across the cluttered office. Papers overflowed from cardboard boxes, and …
How Can a Trust Protect My Assets?
The insistent ringing of the phone jolted Amelia awake. It was her sister, frantic. Their father had passed away unexpectedly, …
Can I limit investment to government securities in a testamentary trust?
The question of whether you can limit investments within a testamentary trust—specifically to government securities—is a common one for estate …
Can I limit exposure to real estate markets within the trust portfolio?
The question of limiting exposure to real estate within a trust portfolio is a common one, and rightfully so. Real …
Can I limit disbursements during times of political unrest or instability?
The question of controlling asset distributions, particularly from a trust, during periods of political upheaval is a significant concern for …
Can I limit access to principal until multiple trustees agree on a request?
The question of controlling access to trust principal – the assets held within a trust – is a frequent one …
Can I Leave Unequal Distributions in my Trust?
The question of whether you can leave unequal distributions in your trust is a common one for estate planning clients, …