Can I make changes to my trust after it’s created?
The question of whether you can modify a trust after its creation is a common one for individuals utilizing estate …
Can I make access contingent on digital minimalism standards?
The question of whether you can legally and ethically make access to inherited assets contingent on adhering to “digital minimalism …
Can I Live in a Home That’s Owned by My Irrevocable Trust?
The question of residing in a home owned by an irrevocable trust is a surprisingly complex one, and the answer …
Can I link trust access to qualifying certifications or licenses?
The question of linking trust access to qualifying certifications or licenses is a nuanced one within estate planning, particularly relevant …
Can I link financial literacy app use to early access of trust funds?
The question of linking financial literacy app usage to early access of trust funds is becoming increasingly prevalent as trust …
Can I limit trustee liability through indemnity clauses?
Serving as a trustee for a trust, whether for a family member, friend, or as a professional fiduciary, carries significant …
Can I limit the use of inherited property to family members only?
Estate planning, particularly concerning the disposition of property, often brings up the question of control even after one’s passing. Many …
Can I Leave Assets to My Grandchildren in the Trust?
The question of including grandchildren as beneficiaries within a trust is incredibly common, and fortunately, absolutely achievable. As a San …
Can I invest CRT assets in municipal bonds for tax-free income?
Community Property Trusts (CRTs) offer unique opportunities for asset management, and a frequent question arises regarding the potential to invest …
Can I instruct the charity to spend funds within a specific timeframe?
The question of directing a charity on *when* to spend donated funds is a surprisingly complex one, particularly when considering …