Can a special needs trust own real estate in another state?
Yes, a special needs trust can absolutely own real estate in another state, but it requires careful planning and adherence …
Point Loma Estate Planning Law
Can a charitable remainder trust own income-producing farmland?
Yes, a charitable remainder trust (CRT) can absolutely own income-producing farmland, and it can be a surprisingly effective estate planning …
Can a trust provide a stipend for healthy food access?
Yes, a trust can absolutely provide a stipend for healthy food access, and it’s a growing area of interest for …
Can a special needs trust include protections against financial predators?
The question of shielding vulnerable individuals from exploitation is paramount when establishing a special needs trust, and the answer is …
Can the trust be used for disability-focused leadership training?
Establishing a trust is a powerful tool for managing assets and ensuring future needs are met, but its application extends …
Can I cap the trust’s exposure to any one investment sector?
Absolutely, you can, and in many cases, should cap a trust’s exposure to any single investment sector. As a San …
Can I cap how much a trustee can earn from third-party referrals?
The question of whether you can cap a trustee’s earnings from third-party referrals is a nuanced one, deeply rooted in …
Can I Build Incentives for Health or Wellness Milestones into a Trust?
The idea of linking trust distributions to beneficiaries achieving specific health or wellness milestones is gaining traction, reflecting a growing …
Can I build in ESG guidelines for trust investments?
The integration of Environmental, Social, and Governance (ESG) factors into trust investments is rapidly gaining momentum, shifting from a niche …
Can I block political endorsements using inheritance wealth?
The question of whether one can restrict how inherited wealth is used for political endorsements is a complex one, deeply …