Can a revocable trust be contested more easily than a will?
The question of whether a revocable trust is more easily contested than a will is complex, and the answer isn’t …
Can I split management of physical vs. digital trust assets between trustees?
The question of dividing asset management between trustees—specifically, separating physical and digital assets within a trust—is increasingly common in the …
Can a CRT be used to create a scholarship fund after termination?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can the trustee distribute only a portion of interest income?
Yes, a trustee can absolutely distribute only a portion of the interest income generated by trust assets, and it’s a …
Can the bypass trust be used to delay asset distribution until a child’s marriage?
The bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
What assets can go into a testamentary trust?
A testamentary trust, created within a will, offers a flexible way to manage and distribute assets after your passing, but …
Can siblings contribute to a special needs trust?
Absolutely, siblings can contribute to a special needs trust, and often play a crucial role in its funding and ongoing …
Can a special needs trust support cloud services for health tracking logs?
The question of whether a special needs trust (SNT) can support cloud services for health tracking logs is becoming increasingly …
Can a bypass trust sponsor a family foundation in the future?
The question of whether a bypass trust can sponsor a family foundation in the future is complex, requiring careful consideration …
Can I require trustee certification in estate or fiduciary law?
Currently, there are no federal or even statewide requirements mandating trustee certification for individuals serving as trustees in California, including …