Can I require that trust-owned businesses remain private?
The question of maintaining privacy for businesses held within a trust is a common concern for clients of estate planning …
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Can I require attendance at financial bootcamps or seminars?
As an estate planning attorney in San Diego, I frequently encounter clients grappling with financial literacy and preparedness, and the …
How do I manage liquidity in a trust?
Managing liquidity within a trust is a crucial aspect of estate planning, ensuring the trustee has readily available funds to …
Can a testamentary trust contain anti-alienation provisions?
The question of whether a testamentary trust can contain anti-alienation provisions is a nuanced one, deeply rooted in estate planning …
Can a testamentary trust be used to pass down intellectual property?
The question of whether a testamentary trust can be utilized to pass down intellectual property (IP) is a common one …
Can a testamentary trust be used to delay estate settlement?
The question of whether a testamentary trust can delay estate settlement is a common one for individuals considering estate planning, …
Can a Testamentary Trust be Used for Blended Families?
Blending families presents unique estate planning challenges. Navigating the complexities of ensuring both your current spouse and children from previous …
Can a testamentary trust be modified after my death?
The question of modifying a testamentary trust after death is a common one for estate planning clients, and the answer, …
Can a testamentary trust assign rights to unpublished manuscripts?
The question of whether a testamentary trust can assign rights to unpublished manuscripts is complex, intertwining estate planning, intellectual property …
Can a special needs trust support virtual support group facilitation?
The question of whether a special needs trust can fund virtual support group facilitation is a multifaceted one, deeply rooted …