Can the trust hold hedge funds or alternative investments?
Yes, a trust can absolutely hold hedge funds or alternative investments, though it requires careful planning and consideration. While seemingly …
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Can I require that the trust fund health tracking devices for dependents?
The question of incorporating requirements for health tracking devices within a trust fund established for dependents is increasingly relevant in …
Can I require that trust-funded tech be set up with privacy settings enabled?
The increasing integration of technology into estate planning, particularly through trust-funded accounts and digital assets, presents a unique challenge: ensuring …
Can a bank act as a trustee for a testamentary trust?
Yes, a bank can absolutely act as a trustee for a testamentary trust, and it’s a surprisingly common practice, though …
Can I receive a lifetime annuity through a CRT?
A Charitable Remainder Trust (CRT) can indeed be structured to provide a lifetime annuity to the grantor or other designated …
Can a trust be used to transition the beneficiary to semi-independent living?
Absolutely, a trust can be a powerfully versatile tool for facilitating a beneficiary’s transition to semi-independent living, particularly when dealing …
What assets can be placed into a testamentary trust?
A testamentary trust, created within a last will and testament, offers a powerful tool for managing and distributing assets after …
Can I require mental health certifications for trustees?
The question of whether you can *require* mental health certifications for trustees is complex, touching on legal considerations, ethical responsibilities, …
Can I use a living trust to qualify for VA benefits?
The question of whether a living trust can be used to qualify for VA benefits is a common one, and …
Can I require the trustee to consult annual performance reviews for distributions?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their trusts are managed with …