Can a testamentary trust be used in high net worth estate planning?
Testamentary trusts, established within a will and taking effect after death, are indeed a powerful tool in high net worth …
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Can a testamentary trust be structured as a cooperative?
The intersection of testamentary trusts and cooperative structures is a fascinating, though relatively unexplored, area of estate planning. Generally, a …
Can a testamentary trust be converted to a public trust after a set period?
The question of converting a testamentary trust to a public trust after a designated period is a complex one, deeply …
Can a testamentary trust apply to out-of-state property?
The question of whether a testamentary trust, created within a will, can effectively govern property located in another state is …
Can a special needs trust support vehicle adaptation evaluations?
The question of whether a special needs trust (SNT) can support vehicle adaptation evaluations is a common one for families …
Can a special needs trust support purchase of smartwatches with health apps?
The question of whether a special needs trust (SNT) can fund the purchase of smartwatches with health apps is becoming …
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When a person dies without a will, he is said to have died intestate. Essentially, life insurance is a contract …
Engaging Estate Planning Attorney around Crowne Hill, Temecula CA.
Just like your will, you probably chose your ex-wife or husband to stand in as your healthcare proxy. I am …
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Joint Tenancy with Right of Survivorship (JTWROS). Updates are necessary every so many years depending on how much the estate …
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Further, the executor may need to pay estate and inheritance taxes. They must be specifically named in your estate plan, …