Can a bypass trust support a legacy film or podcast project?
The question of whether a bypass trust can support a legacy film or podcast project is complex, hinging on the …
Escondido Estate Planning
Can I restrict trust spending by category or vendor?
The question of restricting trust spending, whether by category or vendor, is a common one for beneficiaries and trustees alike, …
Can a CRT align with B Corp certification guidelines?
Community Reinvestment Trusts (CRTs) and B Corp certification, while seemingly disparate, share a fundamental ethos of social responsibility and impact …
Can I appoint a corporate trustee for a bypass trust?
Absolutely, appointing a corporate trustee for a bypass trust is a common and often advisable strategy, offering a layer of …
Can I set a requirement for professional licensing before distributions?
The question of whether you can require professional licensing as a condition for distributions from a trust is a complex …