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Can the trust support legal guardianship transitions?
Navigating the complexities of legal guardianship, especially when coupled with estate planning through trusts, requires careful consideration and proactive planning; …
Can a CRT be used to contribute to a pooled income fund?
Certainly, a Charitable Remainder Trust (CRT) can indeed be used to contribute to a pooled income fund (PIF), creating a …
Can I enforce performance reviews for trustee responsibilities?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about ensuring their chosen trustees fulfill their …
Can I create a trust for my spouse and me jointly?
Yes, absolutely you can create a trust jointly with your spouse, and in many cases, it’s a highly recommended estate …
Can a trust hold a reserve fund for market downturns?
Yes, a trust can absolutely hold a reserve fund to mitigate the impact of market downturns, and strategic planning for …
Can I restrict access to the trust if the beneficiary declares bankruptcy?
The question of whether you can restrict access to a trust for a beneficiary who declares bankruptcy is complex and …