Can I assign a professional mediator to resolve disputes?
Disputes within families, especially concerning estates, are unfortunately common, and often emotionally charged; assigning a professional mediator can be a …
Escondido Estate Planning
Can I use a testamentary trust to fund an annual event or tradition?
Testamentary trusts, established through a will and taking effect after death, offer a fascinating avenue for continuing legacies beyond simply …
What does “lapse” mean in a trust context?
In the realm of trusts and estate planning, a “lapse” refers to the failure of a gift within a will …
Can a trust mandate quarterly trustee updates to a family board?
Absolutely, a trust can be drafted to mandate quarterly updates from the trustee to a designated family board, though the …
How do I assign collectibles to a trust?
Assigning collectibles to a trust is a crucial step in estate planning, ensuring these valuable items are protected and distributed …