The question of avoiding Medicaid payback is a frequent concern for individuals planning for long-term care, and third-party trusts are …
The question of authorizing drone or satellite monitoring of estate property is increasingly relevant as technology advances and becomes more …
The idea of a family council advising a trustee is gaining traction as families recognize the complexities of wealth transfer …
The question of whether to allow a trustee discretion to block distributions during unstable financial markets is a complex one, …
The question of whether a trustee can allocate earnings to a pooled family education fund is a common one for …
The concept of structuring an estate to release assets based on specific achievements, often termed “performance-based estate planning” or “incentive …
The question of allowing in-kind distributions of property from a bypass trust – also known as a credit shelter trust …
The question of allowing early termination of a trust is a common one for those establishing estate plans, and it’s …
I am in dire need of a brilliant probate lawyer near Morgan Hill, in Temecula. We had a great experience …
Individuals have various reasons for planning an estate, such as preserving family wealth, providing for a surviving spouse and children, …