Can my trust become two or more trusts when I die?
Yes, your trust can absolutely become multiple trusts after your passing, a process commonly known as “trust division” or the …
Can I add a charitable lead trust after my CRT ends?
The question of layering charitable trusts, specifically adding a Charitable Lead Trust (CLT) after a Charitable Remainder Trust (CRT) concludes, …
Can I mandate shared trust governance between family lines?
The question of whether you can mandate shared trust governance between family lines is complex, deeply rooted in California law, …
Can I change my estate plan after it’s been finalized?
Yes, you absolutely can, and in fact, it’s often *necessary* to do so as life evolves; an estate plan isn’t …
Can the trust provide a quarterly personal development allowance?
Establishing a trust allows for sophisticated distribution strategies, and yes, a trust can absolutely provide a quarterly personal development allowance, …
Can a trust require proof of residence?
Yes, a trust can absolutely require proof of residence, and often does, depending on its specific terms and the assets …
Can a testamentary trust help preserve family business continuity?
The question of whether a testamentary trust can aid in preserving family business continuity is increasingly relevant as businesses age …
Can a special needs trust fund executive functioning workshops?
The question of whether a special needs trust (SNT) can fund executive functioning workshops is a common one for families …
Can I change my estate plan after it’s been finalized?
Yes, absolutely you can, and in fact, it’s not only permissible but often *necessary* to revisit and update your estate …
Can a special needs trust include a future housing feasibility assessment?
Navigating the future for individuals with special needs requires comprehensive planning, and a crucial component of that planning is secure …