Can I mandate annual skills assessments for beneficiaries?
The question of mandating annual skills assessments for beneficiaries is complex, heavily reliant on the structure of the trust, the …
Can a bypass trust reimburse expenses tied to estate litigation?
Navigating the complexities of estate litigation can be financially draining for both the trust and the beneficiaries, and the question …
Can a CRT support journalism focused on civic engagement?
Community Reinvestment Trusts (CRTs) – increasingly popular tools for philanthropic capital – absolutely can, and arguably *should*, support journalism focused …
Can I establish income tiers for different classes of beneficiaries?
The question of whether you can establish income tiers for different classes of beneficiaries within a trust is a common …
Can a special needs trust cover the cost of curated health education content?
Absolutely, a special needs trust can, and often should, cover the cost of curated health education content, representing a vital …
Can a bypass trust fund public speaking training for heirs?
The question of whether a bypass trust can fund public speaking training for heirs is a nuanced one, deeply rooted …
Can a special needs trust cover soundproofing for sensory sensitivity?
Navigating the complexities of special needs trusts requires careful consideration, particularly when addressing quality of life improvements like soundproofing for …
What should be included in the trust schedule of assets?
A trust schedule of assets, often called a “pour-over” asset list, is a critical document accompanying a trust, detailing all …
Can the trust restrict communications between certain beneficiaries?
Absolutely, a trust can indeed restrict communications between certain beneficiaries, and this is a surprisingly common, yet often overlooked, aspect …
Can the beneficiary also be the trustee?
Yes, in California, a beneficiary can also serve as the trustee of a trust, but it’s a complex issue with …