Can the trust withhold funds during legal disputes?
Navigating legal battles is stressful enough without the added worry of how those disputes impact your financial security, and a …
Can I include backup beneficiaries for unused trust funds?
The question of designating backup, or contingent, beneficiaries for trust funds is a common one, and absolutely, you can, and …
Can a special needs trust subsidize therapeutic gardening infrastructure?
Absolutely, a special needs trust can indeed subsidize therapeutic gardening infrastructure, provided it aligns with the beneficiary’s care plan and …
Can I use the trust to support future family reunions?
Establishing a trust is a significant step in securing your family’s financial future, and many clients, like those of Steve …
Can I support language learning for descendants living abroad?
Planning for the future of your descendants includes more than just financial security; it can also encompass supporting their cultural …
Can the trust withhold funds during legal disputes?
Trusts, while powerful tools in estate planning, aren’t immune to the realities of legal challenges. When a trust finds itself …
Can I use a trust to mandate family business succession rules?
The question of whether a trust can effectively mandate family business succession rules is a crucial one for many business …
Can I receive a tax deduction in more than one year from a CRT?
Charitable Remainder Trusts (CRTs) are complex estate planning tools that allow individuals to donate assets to a trust, receive income …
Can I require the trustee to follow specific ethical investment guidelines?
As a California resident, establishing a trust is a powerful tool for managing and distributing your assets, but it also …
Can I support language learning for descendants living abroad?
As a devoted grandparent, the thought of future generations losing connection to their heritage is deeply concerning, and naturally, many …