Can I donate life insurance proceeds to a CRT?
The question of whether one can donate life insurance proceeds to a Charitable Remainder Trust (CRT) is a common one …
Can I Disqualify Heirs Based on Conflicts with Community Goals?
The question of whether you can disqualify heirs based on conflicts with your community goals is complex and evokes strong …
Can I disallow investments in weapons manufacturers?
The question of ethically aligning your investments with your values, specifically disallowing investments in weapons manufacturers, is a growing concern …
Can I direct the trust to maintain historic family assets?
The question of preserving family heirlooms and historic assets within a trust is a common one, particularly for families with …
Can I direct that the trust prioritize supporting family reunions or traditions?
The question of incorporating family values and traditions into a trust is a common one, and absolutely achievable with careful …
Can I direct how specific items are distributed through a testamentary trust?
The question of directing specific item distribution within a testamentary trust is central to many estate planning discussions with clients …
Can I direct a trust to fund new family-owned ventures after review?
The question of directing a trust to fund new family-owned ventures after review is a common one for estate planning …
Can I create rotating trustee roles with shared fiduciary duties?
The concept of rotating trustee roles, while not explicitly forbidden, is complex and requires careful consideration under California law. It’s …
Can I create provisions for funding care for family pets?
The question of providing for beloved companion animals within estate planning is increasingly common, reflecting the deepening bond between humans …
Can I create multiple CRTs for different beneficiaries?
The question of whether you can establish multiple Charitable Remainder Trusts (CRTs) with differing beneficiaries is a common one for …