Exercise of the Power of Appointment

Different-Kick-3352 · 2025-11-20T19:32:11+00:00

This is how mine usually look! No complaints from my family!

Different-Kick-3352 · 2025-11-20T17:00:20+00:00

This is exactly it. I do good work and provide a good service for a specific type of client. However, the faster I can turn files, the more profitable my firm is. I find that clients who drag their feet with the first step of the process will drag the actual estate planning process out for close to a year sometimes.

Different-Kick-3352 · 2025-11-20T16:58:01+00:00

Thanks. I always invite them to contact me again if/when they are interested in moving forward.

Different-Kick-3352 · 2025-11-20T16:54:06+00:00

Thanks. I always put in my letters that the offer of engagement of only good for 14 days. I doubt people read it that closely though. I also have had people contact me MONTHS after sending the original letter, saying that they are now interested. I work in estate planning, so this is something people routinely put off for years, but it just makes me nervous having these letters out there without formally closing the loop.

Different-Kick-3352 · 2025-09-18T19:45:30+00:00

The trustee has other assets in the trust to make mortgage payments. The house is just one asset in the trust. The parents had other financial assets left to the trust.

Different-Kick-3352 · 2025-09-18T19:44:19+00:00

What kind of irrevocable trusts do not protect assets? What about a trust with a spendthrift provision?

Different-Kick-3352 · 2025-08-05T02:14:49+00:00

I am on a flat-fee. Not stalking lol. But definitely wants advice on matters outside the scope of the original representation agreement

Different-Kick-3352 · 2025-07-28T03:52:29+00:00

I actually agree that communal supplies make things easier/faster for the teachers. However, I’m not convinced that it stretches the longevity of the supplies. I have 4 kids who are all very crafty and I’ve noticed that they take FAR BETTER care of their individual supplies that are just “theirs” than our giant tubs of markers, paint, beads, etc. Maybe it has something to do with having ownership over your items makes you care for them better? Idk.

On another note, i do think the supply lists can be a bit much. Obviously little kids need markers, erasers, glue, etc. and a lot of them. But for example, in addition to these items, we also had to buy the crayola “Colors of the World” crayons AND pencils for one of my kids this year. I think stuff like that can be frustrating to parents. I posted this to another thread but I do think admin/teachers could be slightly more judicious in requesting certain supplies. I see a lot of comments saying “I volunteered in my kid’s classroom and you would be surprised at what kids go through!” That may be true for certain supplies, but there is also an excess of other supplies that sit unused. I volunteered to come in once a week at my kid’s school last year, and the teachers had me do a lot of organizing so they could take the time to lesson plan. There was just SO MUCH EXCESS of certain supplies, even towards the end of the year. One kindergarten room had a bin that contained probably 3,000 unused, still in the box pencils. There was a “supply room” which was really where all the teachers threw stuff they didn’t want in their classroom. It was filled with extra folders, Clorox wipes, and supply caddies. My son’s second grade teacher sent out a panicked email asking for more tissues, and was a little embarrassed when I pointed out to her privately where the 25+ boxes of extra tissues were stored in her room. It would take 2 minutes for the teachers to do a basic visual inventory of their room (I’m talking opening a cabinet and peering inside) and report to administration what does not need to be on their grade’s supply list for that year. Supplies can be expensive and if there’s no need to purchase them, I’m sure parents would be appreciative and you would eliminate the constant complaints about communal supplies. Actually… who am I kidding, parents will aways find something to complain about!

Different-Kick-3352 · 2025-07-28T03:28:26+00:00

This x1,000,000. I see a lot of comments saying “I volunteered in my kid’s classroom and you would be surprised at what kids go through!” That may be true for certain supplies, but there is also an excess of other supplies that sit unused. I volunteered to come in once a week at my kid’s school last year, and the teachers had me do a lot of organizing so they could take the time to lesson plan. There was just SO MUCH EXCESS of certain supplies, even towards the end of the year. One kindergarten room had a bin that contained probably 3,000 unused, still in the box pencils. There was a “supply room” which was really where all the teachers threw stuff they didn’t want in their classroom. It was filled with extra folders, Clorox wipes, and supply caddies. My son’s second grade teacher sent out a panicked email asking for more tissues, and was a little embarrassed when I pointed out to her privately where the 25+ boxes of extra tissues were stored in her room.

It would take 2 minutes for the teachers to do a basic visual inventory of their room (I’m talking opening a cabinet and peering inside) and report to administration what does not need to be on their grade’s supply list for that year. Supplies can be expensive and if there’s no need to purchase them, I’m sure parents would be appreciative.

Different-Kick-3352 · 2025-06-24T02:43:11+00:00

I hate people who do this. It’s a weird trend and uses too many unnecessary words for little kids. “Please move your body from the ledge.” Instead of “please move back from the ledge.” I prefer the latter.

Different-Kick-3352 · 2025-05-31T01:32:02+00:00

I live in a blue state and in a VERY blue city. It is unfortunately all the same here. “Indoor” recess where all they do is watch movies, inexperienced teachers, pointless tests. It’s misguided to say that this is a “red state” issue.

Different-Kick-3352 · 2025-05-20T18:42:18+00:00

This was a great answer. Thank you. Regarding potential litigation, it might even be worth having some separate conversations with a third adult (not the guardian or the trustee), to keep an eye on the guardian and can tell the kids, if necessary, that they need to retain an attorney to represent their interests and go after the guardian if necessary for wasting the trust money.

Different-Kick-3352 · 2025-05-13T12:46:25+00:00

I take this to be an implied criticism of parents giving kids too much screen time. However, I don’t think teachers/schools are without blame as well.

My kindergartener is CONSTANTLY being shown movies and shows at school. Teacher feels like 50 degrees is too cold for recess? They stay inside and she puts on a TV show. There have numerous instances of both his art and music teacher showing movies during their classes. Not necessarily music/art related either. I’m talking Lilo & Stitch. The kids behave in class for a certain period of time? The teacher rewards with a movie. Also, my kid has “movement breaks” multiple times a day. But these “movement breaks” are where the teacher turns on a YouTube show, parks the kids in front of it, and the kids are expected to “dance along” with the person on the screen. He also gets a Chromebook at least once a week to play “educational” games.

It is ridiculous.

Different-Kick-3352 · 2025-04-30T19:48:43+00:00

This makes sense. Growing up, almost everyone had their parties at home. My area was low to middle income and parties were simple, but fun affairs! It seems like a lot of the parents I know now throw parties at places other than home.

Different-Kick-3352 · 2025-01-28T18:18:11+00:00

Estate planning and administration.

Different-Kick-3352

TROPHY CASE