Can I include video instructions for the trustee’s duties in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
San Diego County
Can I include trust clauses to encourage social inclusion?
The concept of intentionally structuring a trust to promote social inclusion is gaining traction as estate planning evolves beyond purely …
Can I include thresholds for early access to assets in a trust?
The question of whether you can include thresholds for early access to assets within a trust is a common one …
Can I include sunset provisions that phase out the trust over time?
The question of incorporating sunset provisions—also known as expiration dates—into a trust is a common one for estate planning clients …
Can I include social resilience training in heir development funds?
The question of incorporating social resilience training into heir development funds is increasingly relevant in modern estate planning. Traditionally, these …
Can I include retirement accounts in a living trust?
The question of whether you can include retirement accounts in a living trust is a common one for those planning …
Can I include protections for whistleblowers within the family?
The concept of “whistleblower protections” typically applies to employees reporting illegal or unethical activity within a company. Extending this to …