What is a pour-over will and why is it used with a trust?
A pour-over will is a legal document designed to transfer any assets remaining outside of a trust into that trust …
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Can I set up a bypass trust to make income-based distributions?
The question of whether you can establish a bypass trust, also known as a credit shelter trust, designed to distribute …
Can a special needs trust subsidize peer-to-peer mentorship tools for disability support?
The question of whether a special needs trust can subsidize peer-to-peer mentorship tools for disability support is increasingly relevant as …
Can I create a reporting dashboard for all distributions made from the trust?
Creating a comprehensive reporting dashboard for trust distributions is not only possible but increasingly essential for transparency, accountability, and effective …
Can a testamentary trust apply to out-of-state property?
Yes, a testamentary trust established in a will can generally apply to out-of-state property, however, it requires careful planning and …
Who do I call to settle an intestate estate?
The phone slipped from my trembling fingers, clattering onto the worn hardwood floor. My aunt Beatrice had passed away unexpectedly, …
What’s the cost of resolving a disputed trust?
The air hung thick with tension in the conference room. Papers were strewn across the mahogany table, each document another …
What are the legal options for fixing mistakes by an estate planning lawyer near me?
The stale scent of mothballs hung heavy in the air as Clara sifted through boxes in her grandmother’s attic. Dust …
How do I reduce liability when handling estate assets nearby?
The clock ticked incessantly, each second echoing the mounting pressure in my chest. My Aunt Millie had passed away suddenly, …
How do I locate a top-performing estate law specialist?
My grandmother, Eleanor, always insisted on meticulous planning. Consequently, she had detailed instructions for everything. Her favorite saying was, “An …