Can a CRT be designed to automatically dissolve under certain regulatory conditions?
Coastal Revenue Trusts (CRTs), while powerful tools in estate planning, present a unique challenge when considering automatic dissolution due to …
Escondido Estate Planning
Can a special needs trust invest in the stock market?
Yes, a special needs trust can absolutely invest in the stock market, but it requires careful consideration and adherence to …
Can a testamentary trust pay for a beneficiary’s medical bills?
Yes, a testamentary trust can absolutely pay for a beneficiary’s medical bills, but it’s not always a straightforward process and …
Can the trust include language to accommodate digital will integration?
The question of integrating digital will provisions into a traditional trust is rapidly gaining relevance as our lives become increasingly …
Can I require separate bank accounts for trust-managed funds?
Absolutely, maintaining separate bank accounts for funds managed within a trust is not only permissible but generally considered a best …