Can the trust pay for cultural exposure travel opportunities?
The question of whether a trust can fund cultural exposure travel – think educational trips, immersive experiences, or even extended …
San Diego County
Can the trust pay for biometric devices for health monitoring?
The question of whether a trust can pay for biometric devices for health monitoring is becoming increasingly relevant as technology …
Can the trust own fractional shares of a family business?
The question of whether a trust can own fractional shares of a family business is a common one for estate …
Can the trust match charitable giving by beneficiaries?
The question of whether a trust can match charitable giving by beneficiaries is increasingly relevant as philanthropic inclinations become more …
Can the trust make periodic lump-sum purchases?
The question of whether a trust can make periodic lump-sum purchases is a common one for beneficiaries and trustees alike, …
Can the trust invest in family-owned social enterprises?
The question of whether a trust can invest in family-owned social enterprises is complex, dependent on the specific trust document, …
Can the trust include protections from creditors of the beneficiaries?
Estate planning, particularly through the use of trusts, often extends beyond simply dictating where assets go after someone passes away. …