Can a retirement account be transferred into a special needs trust?
The question of transferring retirement funds into a special needs trust (SNT) is complex, requiring careful navigation of tax laws, …
admin
How to find the best estate planning lawyer near by
The insistent ringing of the phone startled me awake. It was my Aunt Martha, her voice trembling with panic. “They’re …
Can a special needs trust help the beneficiary start a podcast on disability topics?
Absolutely, a special needs trust can be a powerful tool to facilitate a beneficiary’s entrepreneurial endeavors, even something as creative …
What factors should I consider before hiring an estate planning lawyer near me?
The weight of responsibility felt like a physical burden on her shoulders. Margaret sat at her kitchen table, staring into …
Can I use a CRT in conjunction with a charitable gift annuity?
Combining a Charitable Remainder Trust (CRT) with a Charitable Gift Annuity (CGA) is a sophisticated estate planning strategy that allows …
Who can I contact anonymously about concerns with an estate planning lawyer near by
Rain lashed against the windows, mirroring the storm brewing inside me. I clutched the stack of papers, legal jargon blurring …
Can a retirement account be transferred into a special needs trust?
The question of whether a retirement account can be transferred into a special needs trust (SNT) is complex and requires …
How do I revoke an outdated will?
The dusty box sat forgotten on the highest shelf in the garage. Inside, nestled amongst moth-eaten sweaters and yellowed photographs, …
Can I set recurring trustee education requirements?
As a San Diego estate planning attorney, I frequently encounter questions about the ongoing responsibilities of trustees, and a common …
What sets a good apart from a great estate planning lawyer near by?
The flickering fluorescent lights cast long shadows across the cluttered desk, mirroring the turmoil in Michael’s mind. He stared at …