Can a special needs trust cover workshop registration for public speaking?
The question of whether a special needs trust can cover workshop registration for public speaking is nuanced and depends heavily …
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Can I make eco-certification a condition for using trust resources?
The question of incorporating environmental considerations, specifically eco-certification requirements, into the administration of a trust is gaining traction as beneficiaries …
Can I make the trust terminate after three generations?
The concept of a trust terminating after a specific number of generations, often referred to as a “generation-skipping trust,” is …
Can a trust own a private equity investment?
Yes, a trust can absolutely own a private equity investment, though it requires careful planning and consideration of the trust’s …
Can a CRT be structured to pay trustee bonuses based on ethical benchmarks?
Community Property Trusts (CPTs), often used in California estate planning, offer flexibility but present unique challenges when considering trustee compensation …
Can I require that family heirlooms be kept in trust and not sold?
The desire to preserve family heirlooms is a deeply emotional one, and fortunately, estate planning tools exist to help ensure …
Can a special needs trust fund interactive therapeutic toys?
The question of whether a special needs trust (SNT) can fund interactive therapeutic toys is a common one, and the …
Can I limit beneficiaries’ access to sensitive estate documents?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about the privacy of their estate details, …
Can I restrict foreign travel funding during pandemics or emergencies?
The ability to restrict foreign travel funding during pandemics or emergencies is a complex legal and practical issue, heavily dependent …
Are there tax benefits to using a testamentary trust?
Testamentary trusts, created within a will and coming into effect after death, offer a unique set of tax implications that …