Can the trust pay for counseling or rehab services?
Navigating the complexities of trust administration often leads to questions about permissible distributions, and whether those funds can be utilized …
What’s the difference between a testamentary trust and an inter vivos trust?
Navigating the world of estate planning can feel like learning a new language, filled with terms like “trusts” that often …
Can a CRT be funded with personal property like collectibles or jewelry?
Charitable Remainder Trusts (CRTs) offer a powerful way to support your favorite charities while potentially reducing your current tax burden …
Can I cap the annual distribution from a high-yielding asset?
The question of whether you can cap the annual distribution from a high-yielding asset is a common one, particularly for …
Can the trust pay for caregiving of elderly relatives?
Navigating the financial aspects of elder care is a significant concern for many families, and a common question arises: can …
Can trust-held assets include virtual real estate or metaverse property?
The question of whether trust-held assets can include virtual real estate or metaverse property is rapidly evolving alongside the burgeoning …
Can a bypass trust cover the educational expenses of a beneficiary’s spouse?
That’s a surprisingly common question for estate planning attorneys like myself in San Diego, and the answer, as with many …
Can I build in trust-supported maternity or paternity leave?
Navigating the complexities of parental leave, while ensuring business continuity and personal financial security, is a significant concern for many …
What’s the difference between a trust and a probate estate?
The core difference between a trust and a probate estate lies in how assets are managed and distributed after someone …
How do I clean up a mess involving outdated wills near me?
The musty scent of old paper filled Michael’s nostrils as he rummaged through his late grandmother’s belongings. A faded, handwritten …