What separates a great estate planning lawyer from a mediocre one?
The phone buzzed incessantly, jolting Maria awake in a cold sweat. It was 3 am, and her father had just …
Can I freeze distributions during criminal investigations?
The question of whether distributions from a trust can be frozen during a criminal investigation is complex and heavily dependent …
Can I exclude public assistance recipients from distributions?
The question of whether you can exclude recipients of public assistance from distributions within a trust is a complex one, …
Can I exclude a spouse from my estate plan?
The question of whether you can exclude a spouse from your estate plan is a complex one, deeply rooted in …
Can I establish rules for sustainability ratings of trust investments?
The question of integrating sustainability ratings into trust investments is gaining significant traction, driven by a growing client base eager …
Can I establish inheritance-linked savings multiplier programs?
The concept of establishing “inheritance-linked savings multiplier programs” – essentially leveraging future inheritance to enhance current savings and investment potential …
Can I establish an estate-managed education grant?
The desire to provide future generations with educational opportunities is a powerful motivator for many when considering estate planning. Establishing …
Can I establish a review process for beneficiary progress toward personal goals?
The question of whether you can establish a review process for beneficiary progress toward personal goals within a trust is …
Can I direct how my debts are paid from my estate?
The question of directing how debts are paid from one’s estate is a common one for individuals engaging in estate …
Can I direct a trust to fund new family-owned ventures after review?
The question of directing a trust to fund new family-owned ventures after review is a common one for Ted Cook, …