Can a special needs trust cover workshop registration for public speaking?
Navigating the complexities of special needs trusts requires careful consideration of permissible expenses, and the question of whether workshop registration …
Point Loma Estate Planning Law
Can I make eco-certification a condition for using trust resources?
The question of integrating environmental considerations, specifically eco-certification requirements, into the distribution or use of trust assets is gaining traction …
Can I set aside funds in my estate for family legal expenses?
Planning for the future isn’t just about financial assets; it’s also about anticipating potential challenges that your loved ones might …
Can a trust own a private equity investment?
Yes, a trust can absolutely own a private equity investment, though it requires careful consideration and planning to ensure compliance …
Can the CRT be designed to maximize Qualified Charitable Distributions (QCDs)?
A Charitable Remainder Trust (CRT) can absolutely be designed to maximize Qualified Charitable Distributions (QCDs), though it requires careful planning …
Can I limit investment to government securities in a testamentary trust?
The question of whether you can limit investment to government securities within a testamentary trust is a common one for …
Can I limit funding for political activity via a testamentary trust?
The question of restricting the use of trust funds for political contributions or activities is a complex one, heavily influenced …
Can I limit distribution frequency to biennial or longer intervals?
The question of limiting distribution frequency in a trust, specifically to biennial or longer intervals, is a common one for …
Can I limit access to trust benefits based on household income?
The question of whether you can limit access to trust benefits based on household income is a complex one, deeply …
Can I limit a trustee’s authority in the trust document?
The question of whether you can limit a trustee’s authority within a trust document is a fundamental one for anyone …