What action plan should I follow for trust administration failure?
The mahogany desk gleamed under the harsh fluorescent lights, each document on its surface a testament to decades of careful …
How do I correct an oversight involving an estate planning lawyer near by
The frantic scribbling on the notepad seemed to mock Sarah’s growing panic. She had just realized a gaping hole in …
How do I correct an error involving an estate planning lawyer near by
Rain lashed against the windowpane as John anxiously paced his living room. His phone buzzed incessantly, each ring a sharp …
Where can I appeal or challenge an issue with a contested will?
The tension in the room was palpable. Margaret clutched her worn copy of her father’s will, tears blurring the ink. …
Can the bypass trust pay for family counseling or mediation?
The question of whether a bypass trust can cover expenses like family counseling or mediation is surprisingly common, and the …
Can the bypass trust hold interests in private equity funds?
The question of whether a bypass trust can hold interests in private equity funds is complex, requiring a nuanced understanding …
Can the bypass trust convert to a unitrust format later?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust (though less …
Can the bypass trust avoid generation-skipping transfer tax?
The question of whether a bypass trust—also known as a credit shelter trust—can avoid the generation-skipping transfer (GST) tax is …
Can testamentary trusts support vocational training programs?
Testamentary trusts, established through a will and taking effect after someone passes away, are incredibly versatile tools for managing and …
Can testamentary trust documents include version control history?
The question of whether testamentary trust documents can—and *should*—include version control history is increasingly relevant in modern estate planning. Traditionally, …