What’s a charitable remainder unitrust?
A Charitable Remainder Unitrust (CRUT) is an irrevocable trust that allows individuals to donate assets to a charity while receiving …
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Can I provide travel stipends for family connection?
The question of providing travel stipends to family members to foster connection is a common one, especially as families become …
Can a special needs trust finance accessibility audits of rental properties?
Absolutely, a special needs trust can, and often *should*, finance accessibility audits of rental properties, provided it aligns with the …
Can a bypass trust be terminated by a supermajority of beneficiaries?
The question of whether a bypass trust can be terminated by a supermajority of beneficiaries is complex and heavily dependent …
Can I include data protection measures for heirs in my estate plan?
In today’s digital age, our lives are increasingly stored online – financial accounts, social media profiles, photos, videos, and a …
What happens if a trust-held asset is seized by a government?
The seizure of an asset held within a trust by the government is a complex legal scenario, often stemming from …
Can a bypass trust restrict payment of private school tuition for beneficiaries?
The question of whether a bypass trust can restrict payment of private school tuition for beneficiaries is a common one, …
Can I include instructions for supporting long-distance caregivers?
Navigating the complexities of elder care, particularly when family members live far away, presents unique challenges; supporting long-distance caregivers requires …
Can I require regular trustee check-ins with the beneficiary?
As an estate planning attorney in Wildomar, I frequently encounter questions about the balance between trustee duties and beneficiary communication, …
Can a CRT be divided into smaller trusts for individual beneficiaries?
Community Property Trusts (CPTs), particularly those established in California where community property laws are prevalent, offer a powerful tool for …