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What steps should I take to find the best estate planning lawyer near by?

June 3, 2025 by admin

Rain lashed against the windows, mirroring the turmoil in my heart. My Uncle George, always the jovial storyteller, was gone, …

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Can I define different roles for trustees and investment advisors?

May 10, 2025 by admin

The question of delineating roles between trustees and investment advisors is a crucial one in estate planning, particularly when establishing …

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Can I create trust subaccounts for each child with different terms?

May 10, 2025 by admin

The question of whether you can create trust subaccounts, often referred to as separate shares or subtrusts, for each child …

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Can I create subcommittees for technology, philanthropy, and governance?

May 10, 2025 by admin

Establishing subcommittees focused on technology, philanthropy, and governance is a strategic move for any organization, particularly those managed under a …

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Can I create rotational leadership roles in estate management councils?

May 10, 2025 by admin

The concept of rotational leadership within estate management councils—groups often comprised of professionals like attorneys, financial advisors, and accountants—is not …

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Can I create provisions for multi-country real estate ownership?

May 10, 2025 by admin

Estate planning for individuals with assets in multiple countries, particularly real estate, presents a complex web of legal considerations. It’s …

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Can I create multiple irrevocable trusts?

May 10, 2025 by admin

The question of whether one can establish multiple irrevocable trusts is a common one for individuals engaging in estate planning, …

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Can I create incentives within the trust for career or educational achievements?

May 10, 2025 by admin

The question of incorporating incentives within a trust for career or educational achievements is a common one, and the answer …

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Can I create a co-trustee model with rotating leadership?

May 9, 2025 by admin

The concept of co-trusteeship, where multiple individuals share the responsibility of managing a trust, is a common and often beneficial …

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Can I create a bypass trust to maintain long-term family property ownership?

May 9, 2025 by admin

The question of preserving family property for generations is a common concern, especially in a state like California with its …

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