Can a trust hold an emergency reserve fund?
Absolutely, a trust can and often *should* hold an emergency reserve fund, providing a financial safety net for beneficiaries and …
Can I require a family oath or code of conduct to access funds?
The idea of tying family inheritance to adherence to a specific code of conduct or oath is gaining traction, but …
Can I require the trust to publish an environmental audit every five years?
The question of mandating periodic environmental audits within a trust, specifically every five years, is an intriguing one, and the …
Can a testamentary trust legally recognize chosen families or non-blood relatives?
The question of whether a testamentary trust can legally recognize chosen families or non-blood relatives is becoming increasingly relevant in …
Can I restrict stock holdings to ESG-compliant companies?
The rising interest in Environmental, Social, and Governance (ESG) factors has prompted many investors, including those planning their estate, to …
Can I set up communication protocols between trustee and care team?
Establishing clear communication protocols between a trustee and a care team is not only possible, but a crucial component of …
Can the trust support beneficiaries with disabilities who are not on government assistance?
Absolutely, a properly structured trust can provide significant support to beneficiaries with disabilities even if they are not currently receiving …
Can a CRT include environmental due diligence requirements for investments?
Community Reinvestment Trusts (CRTs) are increasingly sophisticated vehicles for deploying capital in underserved communities, and the question of integrating environmental …
Can I plan for multiple successors for various family roles and trusts?
Absolutely, proactive estate planning allows for the designation of multiple successors for both family roles and trusts, providing a robust …
How can a revocable living trust help me avoid probate?
Imagine Sarah, a successful entrepreneur in Temecula. She’s poured her heart into building her business, accumulating assets like real estate …