Can a special needs trust help with travel visas or documentation?
Navigating international travel with a loved one who has special needs requires meticulous planning, and often, a surprising amount of …
Can I require trustee certification in estate or fiduciary law?
Currently, there’s no universal legal requirement for trustee certification in California, or most other states, though the demand for demonstrated …
Can I use a trust to encourage intergenerational mentorship?
The idea of fostering connections between generations is increasingly recognized as vital for both personal enrichment and societal well-being; a …
Can I distribute bonuses for early achievement of personal goals?
The question of distributing bonuses for early achievement of personal goals, while seemingly straightforward, intersects with complex estate planning considerations, …
Can I condition real estate ownership on preservation standards?
The question of whether one can legally condition real estate ownership on adherence to specific preservation standards is complex, interwoven …
Can a bypass trust support long-term philanthropic partnerships?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
Can I establish a CRT with a flexible start date for income payments?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
What assets can go into a testamentary trust?
A testamentary trust, established within a will, offers a powerful mechanism for managing and distributing assets after one’s passing, providing …
Can I appoint a healthcare proxy without a power of attorney?
The ability to appoint a healthcare proxy, also known as a healthcare agent, and the necessity of also having a …
Can I condition real estate ownership on preservation standards?
The ability to condition real estate ownership on preservation standards is a complex legal area, deeply intertwined with property rights, …