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Can a corporate trustee manage a testamentary trust?

June 9, 2025 by admin

The question of whether a corporate trustee can manage a testamentary trust is a common one in estate planning, and …

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Can a trust pay for ergonomic workstations at home or school?

June 4, 2025 by admin

Trusts, often established for the benefit of individuals—especially those with special needs—can indeed be utilized to fund ergonomic workstations for …

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Can I establish a private fund for heirs’ future charitable interests?

June 4, 2025 by admin

Yes, establishing a private fund for heirs’ future charitable interests is absolutely possible, and increasingly popular as a method of …

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Can a CRT be tied to the donor’s ESG investing preferences?

June 4, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …

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Can the trust disallow purchases over a certain dollar amount without prior approval?

June 4, 2025 by admin

Absolutely, a trust can, and often *should*, disallow purchases over a certain dollar amount without prior approval, offering a crucial …

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Can a trust be created for a couple but split later?

June 4, 2025 by admin

Yes, a trust can absolutely be created for a couple and later divided, though the process isn’t always simple and …

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Can the trust contribute to an ABLE account?

June 4, 2025 by admin

ABLE accounts, or Achieving a Better Life Experience accounts, are tax-advantaged savings accounts for individuals with disabilities, designed to enable …

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Can I require transparency reports from business-owning beneficiaries?

June 4, 2025 by admin

As an estate planning attorney in Wildomar, I often encounter situations where beneficiaries of trusts own businesses, and the question …

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Can a bypass trust offer career sabbatical grants?

June 4, 2025 by admin

A bypass trust, also known as a Grantor Retained Annuity Trust (GRAT), is a powerful estate planning tool designed to …

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What is the difference between a living trust and a testamentary trust?

June 3, 2025 by admin

The core distinction between a living trust and a testamentary trust lies in when and how they are created and …

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  • Can a corporate trustee manage a testamentary trust?
  • Can a trust pay for ergonomic workstations at home or school?
  • Can I establish a private fund for heirs’ future charitable interests?

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