Can I appoint a digital executor with limited authority?
The question of appointing a digital executor with limited authority is gaining prominence as our lives become increasingly digitized; while …
Can I allow partial funding of a community-based endowment from the trust?
The question of whether you can partially fund a community-based endowment from a trust is a common one for individuals …
Can I allow minor heirs limited access through prepaid cards?
Estate planning often involves considerations beyond simply distributing assets after one’s passing. A growing concern for many San Diego families, …
Can I allow for multigenerational inheritance rollover structures?
The concept of multigenerational inheritance, ensuring assets pass smoothly through generations while minimizing tax implications and maintaining family wealth, is …
Can I allow early access to trust income for healthcare crises only?
The question of allowing early access to trust income, specifically for healthcare crises, is a common one for individuals establishing …
Can I allow beneficiaries to buy trust assets at discount?
The question of allowing beneficiaries to purchase trust assets at a discount is a complex one, riddled with potential tax …
Can I allocate investment performance bonuses to a CRT trustee?
The question of whether you can allocate investment performance bonuses to a Charitable Remainder Trust (CRT) trustee is complex and …
Can I allocate funds for dental and vision expenses separately?
The question of whether you can allocate funds specifically for dental and vision expenses is a common one for those …
Can a trustee delay distributions during a financial crisis?
The question of whether a trustee can delay distributions during a financial crisis is a common one, and the answer …
Can a trustee be removed from a testamentary trust?
The question of whether a trustee can be removed from a testamentary trust is a common one, particularly in the …