Can I require that a portion of all distributions go to a family charitable trust?
Yes, it is possible to structure a trust to require a portion of all distributions to go to a family …
Escondido Estate Planning
Can a CRT receive proceeds from a qualified opportunity zone investment?
The intersection of Charitable Remainder Trusts (CRTs) and Qualified Opportunity Zone (QOZ) investments presents a complex, yet potentially beneficial, strategy …
Can a special needs trust subsidize backup power supplies for medical devices?
Navigating the complexities of special needs trusts and ensuring consistent medical care requires careful planning, especially when dealing with life-sustaining …
Can I require annual reviews of trustee performance?
As a trustee, or as the beneficiary of a trust, understanding how to oversee trustee performance is crucial for ensuring …
How do I know if a special needs trust is the right option?
Navigating the complexities of providing for a loved one with special needs requires careful consideration, and a special needs trust, …