What is the best way to protect your family and assets through comprehensive estate planning?
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The San Diego sun beat down on Maria’s shoulders as she stared at the overflowing boxes in her garage. Her …
Can I name an educational institution as a contingent charitable beneficiary?
Naming an educational institution as a contingent charitable beneficiary in your estate plan is absolutely possible and a frequently utilized …
Can the trust be set up to allow distributions during a recession only?
Establishing a trust that automatically distributes funds specifically during economic downturns, like a recession, is a complex but achievable goal, …
Can a trust require regular beneficiary check-ins?
Yes, a trust can absolutely require regular beneficiary check-ins, and increasingly, well-drafted trusts *do* incorporate provisions for periodic reporting and …
Can a special needs trust support a digital planner for executive functioning?
The question of whether a special needs trust (SNT) can fund a digital planner for executive functioning is a surprisingly …
Is a testamentary trust valid in all 50 states?
Testamentary trusts, created within a will and coming into effect upon death, are generally valid in all 50 states, but …
Can a bypass trust own a family vacation home?
The question of whether a bypass trust – also known as a credit shelter trust or a B-trust – can …