Can a special needs trust hold intellectual property rights?
The question of whether a special needs trust can hold intellectual property (IP) rights is complex, but generally, the answer …
Point Loma Estate Planning Law
Can beneficiaries request changes to the trust?
Generally, beneficiaries do not have the legal right to unilaterally request or demand changes to a trust once it’s been …
Who pays final expenses in a trust administration?
Determining who covers final expenses during trust administration is a frequently asked question, and the answer isn’t always straightforward; it …
Can the trust fund cognitive behavioral therapy specific to disability adaptation?
The question of whether a trust fund can cover cognitive behavioral therapy (CBT) specifically tailored to disability adaptation is complex, …
Can I allow public reporting of trust impact or activity?
Trusts, while generally private, can become subject to public record under specific circumstances, impacting the carefully constructed privacy they often …
Can I structure a trust to fund end-of-life care for a relative?
The question of providing for a loved one’s end-of-life care is deeply personal and often complex. Fortunately, estate planning tools …
Can I stipulate a reserve fund be created from the CRT remainder?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a specified period, …
Can I split management of physical vs. digital trust assets between trustees?
The question of dividing asset management responsibilities between trustees—specifically separating physical and digital assets within a trust—is increasingly relevant in …
Can I specify trust distributions be in a specific currency?
The question of specifying trust distributions in a specific currency is a surprisingly complex one, often arising in cross-border estate …
Can I specify investment strategies in the trust document?
The question of whether you can specify investment strategies within a trust document is a common one for individuals working …