Can I require psychological evaluations before distributions?
The question of whether to require psychological evaluations before distributing assets from a trust or estate is a complex one, …
Point Loma Estate Planning Law
Can a special needs trust pay for secure file-sharing platforms?
The question of whether a special needs trust (SNT) can pay for secure file-sharing platforms is nuanced, dependent on the …
Can a special needs trust offer a reserve fund for rising insurance premiums?
The question of whether a special needs trust (SNT) can function as a reserve for escalating insurance premiums is a …
Can the trust require family members to participate in annual planning retreats?
That’s a fascinating question, and the answer is surprisingly, yes, a trust *can* require family members to participate in annual …
Can a bypass trust be used to create a family endowment?
Absolutely, a bypass trust – also known as a credit shelter trust or an A-B trust – can be a …
Can the trust allocate funds for collaborative family business projects?
The question of whether a trust can allocate funds for collaborative family business projects is a common one for Ted …
Can the surviving spouse disclaim assets into a bypass trust?
The question of whether a surviving spouse can disclaim assets into a bypass trust, also known as a B Trust …
Can the income payments increase over time in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can the CRT trustee change the investment strategy mid-term?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can the CRT Support Capital Reserve Accounts for Named Charities?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …