Can I create a clause that reduces distributions based on criminal convictions?
The question of incorporating clauses that adjust trust distributions based on a beneficiary’s criminal convictions is increasingly relevant in estate …
Escondido Estate Planning
Can a CRT be used as a planned giving vehicle in a corporate merger?
Charitable Remainder Trusts (CRTs) present a sophisticated planned giving option, and their viability within the context of a corporate merger …
Can a special needs trust support secure digital document notarization?
The question of whether a special needs trust can support secure digital document notarization is becoming increasingly relevant as technology …
Can I require ongoing health checkups for heirs receiving distributions?
The question of whether you can require ongoing health checkups for heirs receiving distributions from a trust is complex, navigating …
Can I require documentation for all trust-related purchases?
Absolutely, requiring documentation for all purchases made with funds from a trust is not only permissible but highly recommended for …