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 …
Wildomar Estate Planning
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 …