Can the trust fund assisted living or nursing home care?
The question of whether a trust fund can cover assisted living or nursing home care is a common one, and …
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Can I require beneficiaries to attend estate planning meetings?
The question of whether you can *require* beneficiaries to attend estate planning meetings is complex, blending legal considerations with familial …
Can I prohibit use of trust funds for political lobbying?
As an estate planning attorney in Wildomar, I frequently encounter clients with strong personal values who wish to ensure their …
Can a special needs trust pay for caregiver CPR certification?
Absolutely, a special needs trust can generally pay for caregiver CPR certification, provided it aligns with the beneficiary’s health, education, …
Can I set up a charitable remainder trust as part of a divorce settlement?
Divorce proceedings often involve complex asset division, and increasingly, sophisticated tools like charitable remainder trusts (CRTs) are being considered, though …
Can I link inheritance to child-rearing practices or family engagement?
The question of whether inheritance should be linked to child-rearing practices or family engagement is complex, navigating the delicate balance …
Can a bypass trust be funded through a post-nuptial agreement?
The question of whether a bypass trust can be funded through a post-nuptial agreement is complex, but generally, yes, it …
Can the CRT’s assets be held in trust with another financial institution?
Charitable Remainder Trusts (CRTs) offer a compelling way to benefit charity while providing income to the grantor. While many assume …
Can I set timelines for reinvestment of passive income?
As an estate planning attorney in San Diego, I frequently encounter clients interested in maximizing their wealth transfer, and a …
What attorney helps with legacy planning?
The flickering candlelight cast long, dancing shadows across the worn family portraits lining the walls. Eleanor clutched the brittle letter …