Can I require a cost-benefit report before new disbursement categories are added?
As a trustee, meticulously managing trust assets is paramount, and that includes controlling disbursement categories. Requiring a cost-benefit report *before* …
Point Loma Estate Planning Law
Can I Rent Out a Property Held in an Irrevocable Trust?
The question of whether you can rent out a property held within an irrevocable trust is surprisingly complex, hinging heavily …
Can I record my trust with a digital notary service?
The question of whether you can record your trust with a digital notary service is increasingly relevant in our modern, …
Can I receive a lifetime annuity through a CRT?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I put my digital life (email, photos, etc.) into a trust?
The question of incorporating one’s digital life into a trust is becoming increasingly pertinent in the 21st century. For decades, …