Can I authorize blended family planning tools in the estate?
The complexities of blended families—those formed through remarriage or the coming together of children from previous relationships—present unique challenges for …
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Can I set mandatory reevaluation checkpoints every five years?
The question of incorporating mandatory reevaluation checkpoints into an estate plan, specifically every five years, is a pragmatic one gaining …
Can I require investment in local community development projects?
The question of tying estate planning to investment in local community development projects is complex, blending philanthropic desires with legal …
Can the CRT allow for income reallocation to meet family care needs?
Community Property Trusts (CRTs), established under California law, offer a degree of flexibility that can indeed be utilized to address …
Can the trust pay for self-defense or situational awareness classes?
The question of whether a trust can pay for self-defense or situational awareness classes is a nuanced one, deeply rooted …
Can I limit the trust’s ability to invest in certain industries?
Absolutely, you can absolutely limit a trust’s ability to invest in certain industries, and it’s a surprisingly common request driven …
Can I require trustee rotation every 5 years?
The idea of mandating trustee rotation every five years is an intriguing one, often considered by those establishing trusts to …
Can the trust own real estate across international borders?
Yes, a trust can indeed own real estate across international borders, but it’s a significantly more complex undertaking than owning …
Can I delay income payments until a pre-defined retirement year?
The ability to delay income payments until a pre-defined retirement year is a common question for individuals engaged in estate …
How can I protect myself during an estate dispute near me
The mahogany table gleamed under the chandelier’s dim light, but its polished surface couldn’t reflect the storm brewing in the …