Can I include media and entertainment spending limits?
Navigating the complexities of special needs trusts requires careful consideration of numerous factors, including allowances for seemingly minor expenses like …
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Can the trust subsidize skill-tracking apps for personal development?
The question of whether a trust can subsidize skill-tracking apps for personal development is increasingly relevant in an era where …
Can I place limitations on selling inherited property?
Inherited property presents unique challenges and opportunities, and while it often represents a financial windfall, it also carries emotional weight …
Can a CRT pay income to a trust instead of an individual?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but the rules governing distributions can be nuanced. While CRTs are …
Can I offer supplemental grants for heirs pursuing environmental careers?
The question of incorporating charitable giving, specifically supplemental grants for heirs pursuing environmental careers, into estate planning is becoming increasingly …
Can I establish a trust library for managing financial education resources?
Establishing a trust library to manage financial education resources is not only possible but a powerfully effective method for long-term …
Can I limit trustee access to investment decisions?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about balancing control and delegation when establishing …
Can the trust offer an innovation grant for disability-centered projects?
Absolutely, a thoughtfully structured trust can indeed offer innovation grants for disability-centered projects, and in fact, it’s a powerful way …
Can the trust be used to subsidize community engagement or volunteering?
Absolutely, a trust can be structured to not only preserve wealth but also to actively encourage and support philanthropic endeavors …
Can I set expectations for public speaking or advocacy in trust terms?
Navigating the complexities of estate planning often extends beyond simply asset distribution; it encompasses anticipating and preparing for potential disputes …