Can I require that trustees undergo annual fiduciary training?
Absolutely, requiring annual fiduciary training for trustees is a proactive step that can significantly strengthen the protection of assets within …
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Can I use a bypass trust to separate community property in a marriage?
The question of separating community property in a marriage is a common concern for couples in California, and bypass trusts, …
Can a bypass trust incorporate ESG ratings into investment screens?
Absolutely, a bypass trust can indeed incorporate Environmental, Social, and Governance (ESG) ratings into its investment screens, reflecting a growing …
Can I prohibit use of trust funds for legal battles between beneficiaries?
The question of whether you can prohibit the use of trust funds to cover legal battles between beneficiaries is a …
What are examples of trustee misconduct?
Trustee misconduct represents a serious breach of fiduciary duty, impacting the beneficiaries who rely on the proper administration of a …
What is a trust protector in a special needs trust?
A trust protector in a special needs trust serves as a crucial safeguard, ensuring the trust remains effective in meeting …
Can I delay the income start date from a CRT for tax planning purposes?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often used to provide income to beneficiaries while creating a future …
Can I require financial counseling before distributions are made?
The question of mandating financial counseling before distributions from a trust, particularly for beneficiaries who may be financially vulnerable, is …
Can I authorize digital estate management companies in my documents?
The question of whether you can authorize digital estate management companies in your estate planning documents is becoming increasingly relevant …
Can a special needs trust own real estate in another state?
Yes, a special needs trust (SNT) can absolutely own real estate located in a state different from where the trust …