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 I include estate-funded childcare for young beneficiaries?
The question of providing for the care of young beneficiaries within an estate plan is a common one, and the …
Can I include diversity clauses for trustee hiring or contracting decisions?
The question of incorporating diversity clauses into trustee hiring or contracting decisions within the framework of estate planning is increasingly …
Can I include digital assets in my estate plan?
The modern estate plan extends far beyond traditional physical possessions. In today’s digital age, a significant portion of our lives—and …
Can I include community advisory board approval for CRT payouts?
The question of incorporating community advisory board approval into Charitable Remainder Trust (CRT) payout distributions is an increasingly relevant one, …
Can I include clauses requiring sustainability in CRT asset management?
The question of integrating sustainability clauses into Community Property Trust (CRT) asset management is gaining traction, reflecting a broader societal …
Can I include business assets in a bypass trust?
The question of whether you can include business assets in a bypass trust, also known as an A-B trust or …
Can I include arbitration clauses in the trust terms?
The question of including arbitration clauses within trust terms is a growing area of estate planning, particularly as families seek …
Can I Give Trustees Investment Instructions?
The question of whether you can give trustees investment instructions is a common one for individuals creating or benefiting from …
Can I give my trustee authority to pause distributions?
The question of whether you can grant your trustee the authority to pause distributions from a trust is a common …
Can I get a deduction if my CRT is funded with appreciated collectibles?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a trust, receive an …