Can the trust support the purchase of social-emotional learning tools?
Trusts, while often associated with financial assets and traditional bequests, can indeed be structured to support a surprisingly wide range …
Escondido Estate Planning
Can a trust mandate climate resilience planning for family property?
The increasing impacts of climate change are prompting families to consider long-term sustainability, not just for their lifestyles but also …
Can a CRT income stream be pledged as collateral?
Charitable Remainder Trusts (CRTs) offer a fascinating intersection of charitable giving and financial planning, and the question of whether the …
Can I include “clawback” provisions if a beneficiary misuses funds?
The question of whether you can include “clawback” provisions within a trust to address beneficiary misuse of funds is a …
Can the trust pay for caregiving of elderly relatives?
Yes, a properly structured trust can indeed pay for the caregiving of elderly relatives, but the specifics depend heavily on …