Can I include instructions for handling family antiques?
The question of incorporating instructions for handling family antiques within an estate plan, particularly within a trust, is surprisingly common. …
Can I include heirlooms and antiques in my estate plan?
Estate planning isn’t solely about financial assets; it deeply involves the preservation and distribution of sentimental items like heirlooms and …
Can I include a sunset clause for the trust?
The concept of a “sunset clause” within a trust, while not a traditional term used by estate planning attorneys like …
Can I include a requirement that trust assets be rebalanced yearly?
The question of mandating yearly rebalancing within a trust document is a common one for clients of Ted Cook, a …
Can I include a letter of intent with my testamentary trust?
The question of whether you can include a letter of intent with your testamentary trust is a common one for …
Can I include a condition that trustees undergo third-party ethics training?
The question of mandating ethics training for trustees is increasingly relevant in estate and trust administration, particularly as the complexities …
Can I include a clause that terminates the trust if assets fall below a threshold?
The question of whether you can include a clause that terminates a trust if assets fall below a certain threshold …
Can I include a clause for dispute resolution among co-trustees?
The question of how to handle disagreements amongst co-trustees is a remarkably common one, and absolutely, a clause for dispute …
Lively Estate Planning Attorney by Crowne Hill, Temecula CA.
If you have been named Executor (Executrix) or Administrator of their estate, that is an added responsibility to handle during …
Exquisite Estate Planning Attorney near Chardonnay Hills, Temecula CA.
Outstanding Estate Planning attorney is The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA …