Can I Include Cryptocurrency in a Living Trust?
The question of incorporating digital assets like cryptocurrency into a living trust is becoming increasingly relevant as these assets gain …
San Diego County
Can I include “clawback” provisions if a beneficiary misuses funds?
Estate planning is a multifaceted process, ensuring your assets are distributed according to your wishes while providing for the well-being …
Can I include charitable obligations in the estate structure?
Estate planning isn’t solely about distributing assets to family and loved ones; it can also encompass a lasting legacy of …
Can I include backup provisions in case the beneficiary’s needs change?
Estate planning, particularly when utilizing trusts, isn’t a static process; it’s a living document meant to adapt to the ever-shifting …
Can I include annual reviews of the trustee’s performance?
The question of incorporating annual reviews of a trustee’s performance within a trust structure is not merely advisable—it’s a cornerstone …
Can I include a trustee advisory committee?
Estate planning, particularly when involving complex trusts, often necessitates more than just a single trustee managing assets and fulfilling the …
Can I include a spendthrift clause in a bypass trust?
The intersection of bypass trusts and spendthrift clauses is a frequently asked question for estate planning attorneys like myself here …