Can a testamentary trust contain anti-alienation provisions?
Yes, a testamentary trust absolutely can, and often does, contain anti-alienation provisions, though their enforceability varies by jurisdiction and is …
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How are trust distributions reported to benefit agencies?
Trust distributions to benefit agencies, such as those receiving funds for individuals on public assistance programs like Medicaid or Supplemental …
Can I limit professional athletes from using the trust for training?
As an estate planning attorney in Wildomar, I frequently advise clients, including professional athletes, on the intricacies of trust creation …
Can I revoke the trustee’s authority if they don’t meet performance standards?
The question of removing a trustee for failing to meet performance standards is a common concern for those establishing or …
Can I tie payments to macroeconomic benchmarks?
The question of whether you can tie payments to macroeconomic benchmarks within estate planning, particularly concerning trusts, is increasingly relevant …
Can a trust include requirements for cybersecurity hygiene?
The modern landscape demands a re-evaluation of traditional estate planning, extending beyond financial assets and physical property to encompass the …
Can I require independent oversight of trustee decisions?
The question of whether you can require independent oversight of trustee decisions is a crucial one for anyone establishing a …
Can a trust penalize irresponsible spending?
A thoughtfully drafted trust can absolutely be designed to discourage or even penalize irresponsible spending by a beneficiary, although it’s …
Can I assign ratings to beneficiaries to prioritize distributions?
The question of whether you can “rate” beneficiaries to prioritize distributions is a common one in estate planning, and the …
How do I file a request for trust updates near me?
The old woman’s hands trembled as she clutched the faded legal document. Decades ago, her late husband had meticulously crafted …