Can I set up a CRT jointly with my spouse?
Creating a Charitable Remainder Trust (CRT) jointly with your spouse is indeed possible, and often a strategic move for couples …
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Can I enable estate contributions to climate justice funds?
The idea of extending one’s values beyond their lifetime, specifically towards climate justice, is gaining traction, and yes, it’s absolutely …
Can the trust require that medical debt be prioritized in emergency disbursements?
The question of prioritizing medical debt within a trust’s emergency disbursement clause is a complex one, but generally, yes, a …
Can a CRT be used to support research into rare diseases?
Community Reinvestment Trusts (CRTs), while often associated with affordable housing and community development, possess a flexible structure that *can* be …
Can estate planning protect a child with addiction issues?
Estate planning is often viewed as a straightforward process of distributing assets after one’s passing, however, it can become significantly …
Is it possible to require charitable hours in exchange for distributions?
The question of tying financial distributions to charitable service is a fascinating and increasingly popular concept in estate planning, and …
Can a trust be dissolved without court?
The question of dissolving a trust without court intervention is a common one for Ted Cook, an Estate Planning Attorney …
What are spendthrift provisions in a trust?
Spendthrift provisions within a trust are legal clauses designed to protect a beneficiary’s interest from their own potential mismanagement, or …
Can I allow the trustee to allocate earnings to a pooled family education fund?
As an estate planning attorney in San Diego, I frequently encounter questions about the flexibility within trusts, particularly regarding funding …
What kind of expert do I need for complicated estate planning near me?
The clock was ticking. My grandmother, bless her heart, had always been fiercely independent, handling all her affairs with meticulous …