Can I provide continued funding for a family archive or library?
The idea of preserving family history through an archive or library is increasingly popular, offering a tangible link to ancestors …
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Can I provide a trust fund for non-family caregivers?
The question of establishing a trust fund for non-family caregivers is becoming increasingly common as traditional family structures evolve and …
Can I protect against estate taxes in both my state and federally?
Estate planning is a complex process, and the question of protecting assets from both state and federal estate taxes is …
Can I prohibit trustee investment in fossil fuel companies?
The question of whether you can prohibit a trustee from investing in fossil fuel companies is increasingly common, reflecting a …
Can I prohibit the resale of inherited assets within a specific time window?
The question of restricting the resale of inherited assets after someone’s passing is a common one for estate planning attorneys …
Can I prohibit income-sharing arrangements with unrelated parties?
The question of whether you can prohibit income-sharing arrangements with unrelated parties within a trust is complex and deeply rooted …
Can I prohibit certain investments in the trust?
The question of whether you can prohibit certain investments within a trust is a common one for individuals working with …
Can I plan for financial emergencies in my estate plan?
Estate planning is often viewed as a preparation for the inevitable—death and the distribution of assets. However, a robust estate …
Can I place limitations on how often distributions are requested?
The question of controlling distribution requests within a trust is a surprisingly common one for Ted Cook, a San Diego …
Can I place a pet trust within an irrevocable trust?
The question of whether you can establish a pet trust within an irrevocable trust is a common one for animal …