What’s the industry standard for selecting estate planning attorney near me
The clock ticked relentlessly. Old Man Tiberius, a man who’d amassed a quiet fortune in rare books, lay ill. His …
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How do I navigate an issue with a trustee or trust attorney
The old clock ticked relentlessly, each second a hammer blow against Eleanor’s composure. Her brother, the trustee of their late …
Can a special needs trust include review protocols for software used by the trustee?
The question of whether a special needs trust (SNT) can include review protocols for software used by the trustee is …
Can the trust help set up a social enterprise for the beneficiary?
Establishing a trust isn’t just about financial security; it’s a versatile tool that can extend to supporting a beneficiary’s passions, …
What happens if my trustee becomes incapacitated?
The question of what happens when a trustee becomes incapacitated is a very real concern for many who establish trusts, …
Can the trust use biometric verification for high-value transactions?
The integration of biometric verification into trust and estate planning, particularly for high-value transactions, is a rapidly evolving area with …
Can I cap the trust’s exposure to any one investment sector?
Absolutely, strategically limiting a trust’s exposure to specific investment sectors is a common and prudent practice in modern estate planning, …
Can the trust help set up a social enterprise for the beneficiary?
Establishing a trust is often viewed as a tool for financial security, but its potential extends far beyond simply managing …
How can I ensure smooth transition of trust assets after my death?
Planning for the distribution of assets held within a trust after your passing requires careful consideration and proactive steps to …
Can I require ethical certification from investment managers?
Absolutely, you can, and in many cases, should require ethical certification from investment managers, particularly when establishing or overseeing a …