Can a CRT include instructions for producing a donor legacy video?
Absolutely, a Charitable Remainder Trust (CRT) can, and increasingly does, include instructions for producing a donor legacy video, though it …
Wildomar Estate Planning
Can the trust include stipends for elder family members providing caregiving?
Absolutely, a trust can be specifically designed to include stipends for elder family members who are providing caregiving services, and …
Can a trust pay for gift cards or prepaid debit cards?
The question of whether a trust can pay for gift cards or prepaid debit cards is surprisingly complex and depends …
Can a special needs trust be contested?
The validity of a special needs trust, designed to provide for a loved one with disabilities without disqualifying them from …
Can the trust require trustees to take continuing legal or fiduciary education?
Absolutely, a trust *can* and often *should* require trustees to participate in continuing legal or fiduciary education, and this is …