Can the charitable remainder trust make additional investments during its term?
Yes, a charitable remainder trust (CRT) can absolutely make additional investments during its term, offering flexibility beyond the initial funding. …
Escondido Estate Planning
Can I include renewable energy transition plans for trust-owned property?
Absolutely, incorporating renewable energy transition plans within a trust is not only possible but increasingly advisable, reflecting a growing awareness …
Is a special needs trust better than disinheriting the beneficiary?
Disinheritance and special needs trusts both address concerns about how an inheritance might impact a beneficiary with special needs, but …
Can I add restrictions against use of trust funds for AI content creation?
The increasing prevalence of artificial intelligence (AI) presents novel considerations for estate planning, and the question of restricting the use …
Can I prohibit political donations through the trust?
The question of restricting political donations within a trust is a surprisingly common one, especially in today’s polarized climate, and …