Can Someone Sue an Irrevocable Trust?
Yes, irrevocable trusts and legal liability intersect more often than most grantors expect. An irrevocable trust can be sued, and its assets can be reached under specific circumstances.
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516 articles — page 34 of 43
How to Protect an Estate From a Narcissistic Heir
Narcissists and inheritance are a combustible combination, and at the $5M+ estate level, the financial consequences move well beyond family drama.
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Family Trust Disadvantages: Are They Really Worth It?
Family trusts disadvantages are real, material, and frequently undersold by the attorneys who bill to set them up.
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Can You Withdraw From a Revocable Trust Anytime?
As the grantor of a revocable trust, you can withdraw funds at any time, for any reason, without triggering a taxable event.
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What Trustees Must Track in Revocable Trust Accounting
Revocable trust accounting is the operational backbone of any serious estate plan. Get it right and you have a clean, defensible record that survives incapacity, death, and beneficiary disputes.
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The 5-Year Rule for Trusts and Inherited IRAs After SECURE 2.0
The 5-year rule for trusts is one of several distribution timelines governing inherited retirement accounts, and it matters far more now than it did five years ago.
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Trust Diagram Types: A Visual Map of Common Structures
Most estate planning conversations start with the wrong question.
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How Prop 19 Rewrote California's Property Inheritance Law
California's new property inheritance law, Proposition 19, took effect February 16, 2021, and it fundamentally changed how property tax assessments transfer between generations.
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Can You Be the Trustee of Your Own Irrevocable Trust?
The short answer is: sometimes, but rarely without consequences.
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How to Amend a Living Trust Before the 2025 Sunset
Knowing how to amend a living trust is not a procedural nicety. For anyone with a taxable estate approaching or exceeding $7 million, it is an urgent financial decision with a hard deadline.
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How Trust Fund Monthly Payments Actually Work
Trust fund monthly payments are predictable income streams, but the structure behind them determines whether you keep 63 cents on the dollar or closer to 85.
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Portuguese Inheritance Law: Forced Heirship and Succession Rules
Portuguese forced heirship rules restrict your testamentary freedom to roughly one-third of your estate.
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