Can I refinance property owned by the trust?
Refinancing property held within a trust is a common question for beneficiaries and trustees, and the answer isn’t a simple …
San Diego County
Can I receive income from a CRT and later convert it to a lump sum?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools offering both tax benefits and income streams. Many individuals establishing CRTs …
Can I put rental property in an irrevocable trust?
The question of whether you can place rental property within an irrevocable trust is a common one for estate planning …
Can I provide matching funds for financial achievements in a trust?
The concept of incorporating matching funds for financial achievements within a trust is increasingly popular, driven by a desire to …
Can I provide guidance on how trustees invest on behalf of minor beneficiaries?
Navigating the responsibilities of a trustee for minor beneficiaries requires a careful balance of prudence, legal adherence, and a long-term …
Can I provide for multilingual trust documentation access?
The question of providing multilingual access to trust documentation is becoming increasingly relevant in our globally connected world, particularly in …
Can I provide estate funding for assisted living expenses for a surviving parent?
The question of utilizing estate funds to cover assisted living costs for a surviving parent is a common and complex …