Can a CRT distribute income through a spendthrift clause?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can a testamentary trust pay estate debts?
The question of whether a testamentary trust can pay estate debts is a complex one, deeply intertwined with probate law …
What’s the easiest way to update my trust every year?
Maintaining a trust isn’t a “set it and forget it” endeavor; life changes, and your trust needs to reflect those …
Can I require my trustee to work with a specific law firm or advisor?
As a California resident considering estate planning, it’s natural to wonder about the level of control you retain even after …
Can the trust support elder care for non-beneficiary family members?
The question of whether a trust can support elder care for non-beneficiary family members is complex, hinging on the specific …
Can the trust fund travel for genealogy research?
The ability of a trust fund to be used for genealogy research depends heavily on the specific terms outlined in …
Can I prevent a surviving spouse from changing distribution plans?
The question of controlling distribution plans after your passing is a common concern for many, and while complete control isn’t …
What’s the process to revoke the entire trust?
Revoking an entire trust is a significant legal step with far-reaching consequences, requiring careful consideration and adherence to specific procedures …
Can I stagger inheritance using a trust?
Yes, you absolutely can stagger inheritance using a trust, offering a powerful alternative to simply leaving assets directly to beneficiaries. …
Who Creates Customized Special Needs Trusts?
The phone rang, jarring me awake. It was my aunt Martha, her voice trembling with worry. “Daniel,” she said, “My …