How Can I Ensure My Assets Are Distributed According To My Wishes?
The phone slipped from my hand, clattering onto the hardwood floor. My heart pounded in my chest, a drumbeat of …
Who do I alert when I encounter estate fraud?
The old, yellowed will fluttered in Martha’s trembling hands. It was her grandfather’s last testament, a document she hadn’t seen …
Can I require mediation for all trust disputes?
The question of whether you can require mediation for all trust disputes is a common one for those establishing trusts, …
Can I Require Lifestyle Assessments Before Major Distributions?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their wealth not only passes …
Can I require investment alignment with religious values?
The question of aligning investments with religious or ethical values is becoming increasingly prevalent, and the answer is nuanced, particularly …
Can I require heirs to meet with family historians before inheriting?
The idea of tying inheritance to engagement with family history is gaining traction, particularly among families who deeply value their …
Can I require genetic testing to confirm beneficiary status?
The question of whether you can require genetic testing to confirm beneficiary status within a trust is becoming increasingly relevant, …
Can I require financial contributions from heirs into a shared community trust?
The concept of requiring financial contributions from heirs into a shared community trust, often referred to as a family wealth …
Can I require ethical certification from investment managers?
The question of whether you can require ethical certification from investment managers is increasingly relevant as individuals seek assurance that …
Can I require asset diversification within the trust?
Establishing a trust is a significant step in estate planning, and a frequent question arises regarding control over how those …