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 …
Wildomar Estate Planning
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 …