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Can I require that a portion of all distributions go to a family charitable trust?

May 31, 2025 by admin

Yes, it is indeed possible to structure a trust to require a portion of all distributions to go to a …

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Can a CRT receive proceeds from a qualified opportunity zone investment?

May 31, 2025 by admin

Charitable Remainder Trusts (CRTs) present a unique intersection with Qualified Opportunity Zone (QOZ) investments, requiring careful consideration to ensure compliance …

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Can a special needs trust subsidize backup power supplies for medical devices?

May 31, 2025 by admin

Navigating the complexities of special needs trusts often brings up questions about allowable expenses, and whether those funds can be …

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Can I require annual reviews of trustee performance?

May 31, 2025 by admin

As an estate planning attorney in San Diego, I often encounter clients wondering about the oversight of their chosen trustees, …

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Can estate planning protect against creditors?

May 31, 2025 by admin

Estate planning is often viewed solely as a method for distributing assets after death, but a crucial, often overlooked, aspect …

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Can a Special Needs Trust Coexist with a Guardianship?

May 9, 2025 by admin

The intersection of special needs trusts and guardianships is a frequently asked question for families navigating the complexities of care …

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Can a special needs trust be transferred to a different beneficiary if needed?

May 9, 2025 by admin

The question of transferring a special needs trust (SNT) to a different beneficiary is complex and often evokes a lot …

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Can a Special Needs Trust be Funded After Death?

May 9, 2025 by admin

The question of whether a special needs trust can be funded after death is a common one, particularly for families …

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Can a special needs trust assist with rental history building?

May 9, 2025 by admin

The question of whether a special needs trust (SNT) can assist with building rental history is a complex one, deeply …

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Can a revocable trust own international real estate?

May 9, 2025 by admin

The question of whether a revocable trust can own international real estate is a common one for individuals with global …

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