Can I tie trust distributions to inflation rates?
The question of whether trust distributions can be tied to inflation rates is becoming increasingly common as beneficiaries seek to …
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Can a testamentary trust delay disbursement if a beneficiary is incarcerated?
Yes, a testamentary trust can indeed delay disbursement to a beneficiary who is incarcerated, and it’s a surprisingly common consideration …
Can I move crypto assets into an irrevocable trust?
The question of integrating digital assets like cryptocurrency into estate planning, specifically within an irrevocable trust, is gaining significant traction …
Can a bypass trust endow a legacy award for public service?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to take advantage …
Can a bypass trust include a privacy agreement for beneficiaries?
The question of whether a bypass trust can incorporate a privacy agreement for its beneficiaries is a complex one, deeply …
Can I build in a required transition plan if the trust merges with another?
The question of incorporating a transition plan into a trust agreement when contemplating a potential merger with another trust is …
Can I limit access to trust funds for non-residents of the U.S.?
As an estate planning attorney in San Diego, I frequently encounter questions about the intricacies of trust administration, and the …
Can I name a rotating board of advisors to review the CRT’s social impact?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their increasing complexity necessitates diligent oversight, especially regarding their stated …
Can a bypass trust limit access based on criminal history?
The question of whether a bypass trust can limit access based on criminal history is complex, deeply rooted in both …
Who Helps Heirs Navigate Probate Court
The phone rang, jolting Sarah awake. It was her aunt Carol, voice trembling. “Your grandfather passed away last night.” Sarah …