Are testamentary trusts suitable for international estate plans?
Testamentary trusts, created through a will, present unique considerations when integrated into international estate plans, demanding careful navigation of differing …
Can I require that environmental sustainability scores be maintained for trust assets?
The concept of integrating Environmental, Social, and Governance (ESG) factors, including environmental sustainability scores, into trust management is gaining traction, …
Can a CRT help reduce state income taxes?
A Charitable Remainder Trust (CRT) can indeed be a powerful tool for reducing state income taxes, while simultaneously supporting the …
Can a special needs trust provide funds for freelance contract negotiation help?
Absolutely, a special needs trust can, and often *should*, provide funds for freelance contract negotiation help, especially when the beneficiary …
Can a special needs trust pay for dual-language therapy materials?
A special needs trust (SNT) is a powerful tool designed to provide for the needs of individuals with disabilities without …
Can a revocable trust own a checking account?
Yes, a revocable trust absolutely can, and often should, own a checking account, and this is a foundational element of …
Can I mandate heirs meet annually in-person or virtually?
As an estate planning attorney in San Diego, I often encounter clients wanting to ensure their family remains connected and …
Can I cap trust distributions based on wealth level of the beneficiary?
The question of whether you can cap trust distributions based on a beneficiary’s wealth is a surprisingly common one for …
Can a CRT provide for early remainder release if donor health fails?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
What department is in charge of resolving disputes with estate planning attorneys near me?
The air hung heavy with anxiety as Sarah stared at the stack of legal documents. Her father had recently passed …