Can I appoint a trust company to manage a CRT’s assets?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while receiving an income …
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Can I require the trustee to submit an annual investment philosophy statement?
As a beneficiary or grantor of a trust, understanding how your assets are managed is paramount, and yes, you can, …
Is a living trust recognized internationally?
The question of whether a living trust created in the United States, specifically in California with an attorney like Steve …
Can I add biometric verification to disbursement authorization?
The question of integrating biometric verification into disbursement authorization within estate planning is becoming increasingly relevant as fraud and undue …
Can I assign roles for family members in my estate’s charitable giving?
The question of incorporating family members into the direction of charitable giving from an estate is a common one, and …
Can I use a revocable trust for philanthropy?
Yes, a revocable trust can absolutely be a powerful tool for philanthropic endeavors, offering flexibility and potential tax benefits for …
Can I require drug testing before distributions are made?
As an estate planning attorney in San Diego, I frequently encounter clients who wish to protect their beneficiaries, not just …
Can I include trust terms for funding emergency evacuation plans?
The question of incorporating provisions for funding emergency evacuation plans within a trust is a practical one, gaining relevance with …
Can a CRT support unrestricted giving to a named program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Who can I rely on for quality estate planning lawyer near by?
The flickering fluorescent lights buzzed overhead, casting long shadows across Martha’s worried face. She clutched a crumpled letter in her …