What is a marital trust?
The Ramirez family, residents of San Diego, exemplified a common, yet often overlooked, vulnerability in estate planning. Mark and Elena, …
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Can the trust hold ownership of a family vacation home?
Yes, a trust can absolutely hold ownership of a family vacation home, and in many cases, it’s a highly advantageous …
Can I set asset thresholds for triggering principal distributions?
Yes, absolutely, establishing asset thresholds to trigger principal distributions within a trust is a common and powerful estate planning technique …
What happens if I get divorced?
Divorce is a profoundly disruptive life event, and its implications extend far beyond the emotional toll; it significantly impacts estate …
Can I include a family mission statement in the trust?
The question of whether a family mission statement can be included within a trust is increasingly common as estate planning …
Can a testamentary trust fund intergenerational housing projects?
A testamentary trust, established through a will and taking effect after death, presents a fascinating, though complex, avenue for funding …
Can I require psychological interviews prior to distributions?
The question of whether you can require psychological interviews before distributing assets from a trust is complex, deeply rooted in …