Can the Executor of the Will Change the Will? Insights from a San Diego Probate Attorney
In probate law, the executor of a will is responsible for carrying out the testator’s final wishes. However, questions …
Can the trust pay to defend a beneficiary’s intellectual property rights?
Absolutely, a thoughtfully drafted trust *can* be structured to cover the legal expenses involved in defending a beneficiary’s intellectual property …
Can I set aside part of the trust for an emergency pandemic response?
The question of proactively funding a trust for unforeseen events like a pandemic is increasingly relevant, and the answer is …
Can I establish rules for sustainability ratings of trust investments?
The question of integrating sustainability ratings into trust investments is gaining significant traction as beneficiaries increasingly demand alignment between their …
Can I name multiple charities as remainder beneficiaries?
Yes, you absolutely can name multiple charities as remainder beneficiaries in your trust or estate plan, providing a powerful way …
Can a trust pay for an inclusive wedding planner if the beneficiary gets married?
Yes, a trust *can* pay for an inclusive wedding planner if the beneficiary gets married, but it depends entirely on …
Can the CRT be designed for phased income beneficiary transitions?
Certainly, a Charitable Remainder Trust (CRT) can absolutely be designed to facilitate phased income beneficiary transitions, offering a sophisticated approach …
Can a testamentary trust be used in high net worth estate planning?
Yes, a testamentary trust is frequently, and powerfully, utilized in high net worth estate planning, offering a level of control …
Can I require trustee rotation every five years?
The question of whether you can require trustee rotation every five years is a nuanced one, deeply embedded in the …
Can the trust be funded by disclaiming property from the estate?
Yes, a trust can absolutely be funded, at least in part, by disclaiming property from an estate; however, it’s a …
Can I choose a foreign charity as a remainder beneficiary?
The question of designating a foreign charity as a remainder beneficiary in an estate plan is complex, but generally permissible …