How long do records of a testamentary trust need to be maintained?
The duration for maintaining records of a testamentary trust—a trust created within a will—is a surprisingly complex question, extending far …
What happens if my trust documents are lost?
Losing the original documents for your trust can be a stressful situation, but it’s not the end of the world, …
Can I require use of cooperatively owned financial institutions?
The question of whether you can *require* the use of cooperatively owned financial institutions within your estate plan is complex, …
Can a trust help with identity verification for state or federal programs?
The question of whether a trust can aid in identity verification for state or federal programs is increasingly relevant in …
Can I make provisions for the care of a disabled sibling?
Yes, absolutely, and it’s a remarkably thoughtful consideration within estate planning; planning for the long-term care of a disabled sibling …
What happens to the trust if the will is invalid?
The interplay between a will and a trust can be complex, and the invalidity of a will doesn’t automatically negate …
Where can I get a second opinion on my trust?
The mahogany desk gleamed under the harsh fluorescent light, reflecting Sarah’s worried expression. She nervously tapped her fingers against the …
What’s the Best Course of Action After an Error by an Estate Planning Lawyer Near By?
The worn leather of his briefcase felt cool beneath her fingertips. Martha anxiously tapped it against her knee, each click …
Who can help me avoid probate altogether?
The flickering fluorescent light cast long, skeletal shadows across Maria’s cluttered desk. Her brow furrowed as she stared at a …
What information do I need to resolve a probate complication?
The phone slipped from my clammy hand, clattering onto the hardwood floor. My grandmother’s will had been contested, throwing our …