Can I require use of cooperatively owned financial institutions?
The question of mandating the use of cooperatively owned financial institutions within an estate plan is complex, blending legal feasibility …
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Do testamentary trusts require annual reporting?
Testamentary trusts, created through a will and taking effect after death, often raise questions about ongoing administrative requirements, particularly regarding …
Can I require an heir to take estate administration training?
The question of whether you can *require* an heir to undergo estate administration training before receiving their inheritance is complex …
Can I structure a trust to fund end-of-life care for a relative?
Yes, absolutely, a trust is an excellent vehicle to ensure a relative receives the care they need and deserve during …
Can I build-in legacy planning workshops for every new generation?
The question of integrating legacy planning workshops for each new generation is a compelling one, and the answer is a …
Can I require the trustee to produce annual “state of the trust” video reports?
The idea of requiring a trustee to produce annual “state of the trust” video reports is an innovative one, gaining …
How do I navigate the resolution process with an estate planning attorney near me?
The phone slipped from my clammy hand, clattering onto the hardwood floor. My Aunt Millie’s lawyer had just delivered the …
What type of background should a reputable estate planning attorney have near by?
The late afternoon sun cast long shadows across my desk as I sifted through a mountain of paperwork. My grandmother …
What type of background should a reputable estate lawyer have?
The late afternoon sun cast long shadows across my grandmother’s cluttered living room. Dust motes danced in the golden light, …
Where can I get legal advice on life insurance and estate planning?
The frantic rustling of papers filled the cramped office. A bead of sweat trickled down Michael’s temple as he stared …