Why would someone choose an irrevocable trust?
Irrevocable trusts, while seemingly complex, offer a powerful set of tools for estate planning, going beyond the simple transfer of …
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Can the trust include access to emergency planning consultants?
Absolutely, a trust can, and in many forward-thinking estate plans *should*, include provisions for access to emergency planning consultants, ensuring …
Can I build in performance incentives for trustees?
The question of whether to incorporate performance incentives for trustees is a complex one, steeped in legal and ethical considerations, …
What happens if I die without a will and trust?
Dying without a will and a trust in California, often referred to as dying “intestate,” doesn’t mean your assets simply …
Can I give specific gifts in a trust?
Absolutely, you can absolutely specify particular gifts within a trust, offering a nuanced approach to estate distribution beyond simply dividing …
Can I include professional management guidelines in the trust?
Yes, you absolutely can, and often should, include professional management guidelines within a trust document, especially when dealing with substantial …
Can I create multiple CRTs for different beneficiaries?
Certainly, it is absolutely possible, and often advantageous, to create multiple Charitable Remainder Trusts (CRTs) for different beneficiaries, each tailored …
Can the trust support continuing education beyond college?
Absolutely, a thoughtfully drafted trust can be a powerful tool to fund not just undergraduate education, but also postgraduate studies, …
Can a bypass trust provide monthly allowances instead of lump sums?
Yes, a bypass trust, also known as a marital trust or an A-B trust (though less common now due to …
Can I use estate assets to preserve rural land from development?
The question of utilizing estate assets to safeguard rural land from development is increasingly common, particularly in areas like San …