Can I create a flexible trust that accommodates evolving medical needs?
The question of whether a trust can adapt to changing medical needs is paramount for individuals planning for their future …
Can a special needs trust fund subscription safety monitoring devices?
The question of whether a Special Needs Trust (SNT) can fund subscription safety monitoring devices is a common one for …
Can a CRT support sustainable agriculture projects?
Community Supported Agriculture (CSA) arrangements, facilitated through Charitable Remainder Trusts (CRTs), present a compelling pathway to bolster sustainable agriculture projects, …
Can I create sub-trusts based on family branches?
The question of whether you can create sub-trusts based on family branches is a common one for estate planning, and …
Can the trust hold a specific minimum in cash reserves at all times?
Yes, a trust can absolutely be designed to maintain a specific minimum amount of cash reserves at all times, and …
Can I require pre-marital agreements for beneficiaries?
The question of whether you can require pre-marital agreements for beneficiaries is a nuanced one, deeply rooted in estate planning …
Can I prohibit certain investments in the trust?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to exert control over not just *if* …
Can a bypass trust require tax planning education for heirs?
The creation of a bypass trust, also known as a credit shelter trust or a B trust, is a sophisticated …
Can I use the trust to sponsor family summits on wealth management?
Establishing and maintaining wealth isn’t just about accumulating assets; it’s about preserving them for future generations and fostering financial literacy …
What type of background should a reputable estate planning lawyer have near by?
The phone slipped from my grasp, clattering onto the hardwood floor. My breath caught in my throat. The news was …