Can a trust pay for ergonomic workstations at home or school?
Trusts, often established for the benefit of individuals—especially those with special needs—can indeed be utilized to fund ergonomic workstations for …
Escondido Estate Planning
Can I establish a private fund for heirs’ future charitable interests?
Yes, establishing a private fund for heirs’ future charitable interests is absolutely possible, and increasingly popular as a method of …
Can a CRT be tied to the donor’s ESG investing preferences?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can the trust disallow purchases over a certain dollar amount without prior approval?
Absolutely, a trust can, and often *should*, disallow purchases over a certain dollar amount without prior approval, offering a crucial …
Can a trust be created for a couple but split later?
Yes, a trust can absolutely be created for a couple and later divided, though the process isn’t always simple and …