Can I use digital tokens to track beneficiary interactions with trust documents?
The question of leveraging digital tokens—think blockchain-based assets—to monitor beneficiary access and interaction with trust documents is gaining traction as …
Can the CRT support legacy documentation programs like oral histories?
Community Resource Trusts (CRTs) can absolutely support legacy documentation programs like oral histories, offering a unique and increasingly vital role …
Can I require beneficiary attendance at estate literacy workshops?
As an estate planning attorney in San Diego, I frequently encounter clients who, while diligent in creating their estate plans, …
Can I delay distribution of my estate until a certain tax condition is met?
The question of timing estate distributions to coincide with favorable tax conditions is a common one, and the answer, thankfully, …
Can I plan for changes in banking regulations that affect asset transfers?
The landscape of banking and financial regulations is constantly shifting, and these changes can significantly impact how assets are transferred, …
Can beneficiaries challenge the trustee’s actions?
Estate planning, while intended to provide clarity and peace of mind, isn’t always a seamless process, especially when a trust …
Can an irrevocable trust own annuities?
The question of whether an irrevocable trust can own annuities is a common one for individuals engaged in estate planning, …
Can an Executor and Trustee be the Same Person?
The roles of executor and trustee, while both centered around managing assets and fulfilling the wishes of someone who has …
Can a trustee force property sales to pay taxes?
The question of whether a trustee can force property sales to pay taxes is a complex one, deeply rooted in …
Can a trustee be sued by a beneficiary?
The question of whether a beneficiary can sue a trustee is a common one for those involved in trust administration, …