Can the trust be structured to create annual competitions or awards for heirs?
The question of structuring a trust to incentivize heirs through annual competitions or awards is becoming increasingly common, particularly amongst …
San Diego County
Can the trust be linked to an AI-driven budget assistant?
The intersection of estate planning, particularly trusts, and emerging technologies like AI-driven budget assistants is a fascinating and increasingly relevant …
Can the trust be created within a joint revocable trust document?
The question of whether a trust can be created within a joint revocable living trust document is a common one …
Can the trust allow fractional asset purchases like shared real estate?
The question of whether a trust can facilitate fractional asset purchases, such as shared real estate ownership, is a common …
Can the trust allocate funds to maintain solar panels on inherited property?
The question of whether a trust can allocate funds to maintain solar panels on inherited property is a surprisingly common …
Can the terms of a bypass trust include beneficiary education requirements?
The question of whether the terms of a bypass trust—also known as a credit shelter trust—can include beneficiary education requirements …
Can the income payments increase over time in a CRT?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining an income …