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Can I restrict access to trust financial statements to certain beneficiaries?
As an estate planning attorney in San Diego, I often encounter questions about beneficiary access to trust information, and the …
Can a CRT terminate early due to financial hardship of the beneficiary?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering tax benefits to donors while providing income to beneficiaries, but …
Can I block political endorsements using inheritance wealth?
The question of whether you can strategically utilize inheritance wealth to influence or block political endorsements is a complex one, …
Can a special needs trust provide funding for a personal care assistant’s training?
Absolutely, a special needs trust can, in many cases, provide funding for a personal care assistant’s training, though it requires …
Can I cap trustee compensation to a set percentage of trust income?
The question of capping trustee compensation to a fixed percentage of trust income is a common one for those creating …
Can a special needs trust include recurring trustee accountability reports?
The question of incorporating regular trustee accountability reports within a special needs trust (SNT) is not merely a legal technicality, …