Does the trust end when I die?
The simple answer is, not necessarily. While many people assume a trust automatically dissolves upon their death, the reality is …
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Can testamentary trusts pay annual dividends to beneficiaries?
Testamentary trusts, established through a will after someone passes away, offer a flexible way to manage and distribute assets to …
Can I require independent oversight of trustee decisions?
The question of independent oversight for trustee decisions is a critical one for anyone establishing or benefiting from a trust, …
Can a special needs trust pay for on-call transportation providers?
The question of whether a special needs trust (SNT) can cover the costs of on-call transportation services is a common …
Can I prevent beneficiaries from assigning their interest to creditors?
Protecting assets for future generations is a primary concern for many clients, and a frequent question revolves around whether beneficiaries …
Can testamentary trusts be structured to support both individuals and organizations?
Testamentary trusts, established within a will and taking effect upon death, are remarkably versatile estate planning tools, extending beyond simply …
Can I place educational limits on trust withdrawals?
As a San Diego estate planning attorney, I often encounter parents and grandparents eager to ensure their beneficiaries receive funds …
Can I direct that trust assets not be sold under any circumstances?
As an estate planning attorney in San Diego, I frequently encounter clients with strong feelings about preserving family heirlooms or …
Can a CRT support a nonprofit media outlet?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, and their use to benefit a nonprofit media outlet, while permissible, …
What fiduciary duties apply to co-trustees of a testamentary trust?
Co-trustees of a testamentary trust, established through a will and taking effect after death, shoulder significant legal and ethical responsibilities, …