Can the trust reimburse the surviving spouse for expenses?
This is a common question for those establishing trusts, particularly regarding provisions for a surviving spouse and ensuring their financial …
Can a trust sponsor beneficiaries for immigration applications?
The question of whether a trust can sponsor beneficiaries for immigration applications is a complex one, often arising in estate …
Can I designate one heir to manage real estate while others receive income?
The question of designating one heir to manage real estate while others receive the income it generates is a common …
Can the trust fund certifications in ethics or sustainability?
The question of whether trust funds can incorporate certifications in ethics or sustainability is gaining traction as investors and beneficiaries …
Can I reward heirs who participate in restorative family history efforts?
The question of whether to reward heirs for participating in restorative family history efforts is a complex one, deeply intertwined …
What is a trust protector in a special needs trust?
A trust protector in a special needs trust serves as a crucial safeguard, ensuring the trust remains aligned with the …
Can I delay the income start date from a CRT for tax planning purposes?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but the timing of income distribution is a critical component often …
Can I require financial counseling before distributions are made?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their beneficiaries are prepared to …
How can I quickly deal with problems involving an estate planning attorney near me?
The phone slipped from my trembling hand, clattering onto the hardwood floor. My world had just tilted on its axis. …
Can a trust fund a peer-reviewed evaluation of new therapies?
Yes, a trust can absolutely fund a peer-reviewed evaluation of new therapies, offering a powerful mechanism for philanthropic giving and …