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 …
Escondido Estate Planning
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 …