Can a testamentary trust reward open-access academic publishing?
The idea of using a testamentary trust—a trust created within a will—to incentivize or reward open-access academic publishing is both …
Escondido Estate Planning
Can I prohibit payment of private tuition or elite schooling with trust funds?
The question of restricting the use of trust funds for specific expenses, such as private tuition or elite schooling, is …
Can I use digital tokens to track beneficiary interactions with trust documents?
The question of utilizing digital tokens—like those found in blockchain technology—to monitor beneficiary engagement with trust documents is gaining traction …
Can I prevent disbursements if a beneficiary is facing bankruptcy?
Protecting assets within a trust, even after the grantor’s passing, requires foresight and proactive planning, especially when a beneficiary encounters …
Can I name a backup trustee for the CRT?
Complex trusts, such as Charitable Remainder Trusts (CRTs), require diligent planning, and one often-overlooked element is the selection of a …