What assets can be placed into a testamentary trust?
A testamentary trust, established within a will, offers a flexible method for managing and distributing assets after one’s passing, but …
Can a special needs trust pay for professional peer networking platforms?
The question of whether a special needs trust (SNT) can cover the costs of professional peer networking platforms is a …
Can I include a no-conflict-of-interest policy in the trust’s governance?
Establishing a trust is a cornerstone of comprehensive estate planning, allowing for the managed distribution of assets according to your …
Can I include cost-of-living adjustments in annual disbursements?
The question of whether to include cost-of-living adjustments (COLAs) in annual disbursements from a trust is a frequent one for …
What happens to trust administration during a trustee transition?
The seamless transition of trust administration when a trustee steps down or is replaced is critical to preserving the trust’s …
How do I explain the trust’s purpose to family members?
Communicating the purpose of a trust to family members can be a delicate process, often fraught with misunderstandings and emotional …
Can I specify how trust-owned property is to be maintained?
As a San Diego estate planning attorney, I often encounter clients wanting to ensure their assets are not only passed …
Can the CRT be designed for phased income beneficiary transitions?
Certainly, a Charitable Remainder Trust (CRT) can absolutely be designed to facilitate phased income transitions for beneficiaries, offering a flexible …
Can I set aside part of the trust for an emergency pandemic response?
The question of allocating trust funds for unforeseen emergencies, such as a pandemic, is increasingly relevant in today’s world, and …
Can I establish rules for sustainability ratings of trust investments?
As a fiduciary, and particularly when managing trust investments, the question of incorporating Environmental, Social, and Governance (ESG) factors, and …