Can I require the trustee to rotate investment classes periodically?
The question of whether you can require a trustee to periodically rotate investment classes within a trust is a common …
Escondido Estate Planning
Can I include power of attorney for financial decisions in my estate plan?
Absolutely, incorporating a power of attorney for financial decisions is not only possible but a crucial component of a comprehensive …
Can the trust fund internships or fellowships not tied to school credit?
The question of funding internships or fellowships—even those not directly linked to academic credit—through a trust is a common one, …
Can the trust be used to access specialized recreation programs?
Navigating the world of specialized recreation programs for individuals with special needs can be complex, and the role a trust …
Can a CRT pay for financial education programs after termination?
Custodial Registered Trusts (CRTs), specifically those established under Section 529 plans, are designed for qualified education expenses, but the rules …