Can I require regular financial updates from beneficiaries?
As a San Diego estate planning attorney, Ted Cook frequently encounters questions regarding the ongoing responsibilities of trustees and the …
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Can a trust hold a health savings account?
The question of whether a trust can hold a Health Savings Account (HSA) is increasingly relevant as individuals seek to …
Can I specify trustee disqualification triggers for bias or fraud?
The question of specifying trustee disqualification triggers for bias or fraud is a critical one in estate planning, as it …
Can I establish multi-tiered inheritance thresholds?
The ability to establish multi-tiered inheritance thresholds is a frequently asked question in estate planning, and the answer is a …
Can a special needs trust fund long-term storage of medical records?
The question of whether a special needs trust (SNT) can fund the long-term storage of medical records is a nuanced …
How do I settle an estate when no trust was created?
The flickering candlelight cast long shadows across Sarah’s worried face as she stared at the stack of legal documents. Her …
How do I navigate the resolution process with an estate planning attorney near by
The insistent buzzing of my phone shattered the quiet morning. It was Sarah, my sister, her voice trembling. “Dad passed …
How do I hold someone accountable for errors in my estate documents nearby?
The musty smell of old paper filled Martha’s nostrils as she sifted through her late father’s paperwork. A wave of …
What professionals handle complex family trust structures?
The musty scent of old paper filled Margaret’s nostrils as she sifted through boxes in her late grandmother’s attic. Dust …
Where do I file an official fix request for an estate plan near me?
The clock ticked relentlessly, each second a hammer blow against Amelia’s mounting anxiety. Her husband John had passed away suddenly, …