Can a CRT Support Unrestricted Giving to a Named Program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can the trust fund pay for tutoring or vocational training?
Trust funds, expertly crafted by attorneys like Steve Bliss in Escondido, offer a remarkable degree of flexibility in how assets …
Can I create a trust that includes stepchildren?
The question of whether you can include stepchildren in a trust is a common one, and the answer is generally …
Can I use a trust to pay for long-term care insurance?
The question of whether a trust can be used to pay for long-term care insurance is a common one, and …
Can I require the trust to hold sustainability ratings across its portfolio?
The question of integrating sustainability ratings into a trust’s investment portfolio is increasingly relevant, reflecting a growing demand for socially …
Can I allow changes to the trust if tax laws change significantly?
Establishing a trust is a significant step in estate planning, providing a framework for managing and distributing assets, but life, …
Can a CRT be dissolved if the beneficiary charity is no longer qualified?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can I create a trust that includes stepchildren?
Establishing a trust that encompasses stepchildren requires careful consideration and precise legal language, as traditional inheritance laws don’t automatically extend …
Can I use a trust to pay for long-term care insurance?
The question of whether a trust can be used to pay for long-term care insurance is a common one, and …
Can I make distribution contingent on financial literacy certification?
The question of whether you can make distributions from a trust contingent on a beneficiary’s completion of a financial literacy …