Can I offer supplemental grants for heirs pursuing environmental careers?
The question of incorporating supplemental grants for heirs pursuing environmental careers within a living trust and estate plan is increasingly …
Escondido Estate Planning
Can I establish a trust library for managing financial education resources?
Establishing a “trust library” – a centralized repository of financial education resources managed through a trust – is an innovative …
Can I restrict trustee actions to ESG-compliant funds only?
The question of whether a grantor can restrict trustee actions to ESG-compliant funds only is increasingly relevant as socially responsible …
Can a special needs trust pay for privacy-enhancing virtual communication tools?
The question of whether a special needs trust can fund privacy-enhancing virtual communication tools is increasingly relevant in today’s digital …
Can the trust pay for customized orthotic devices?
Navigating healthcare expenses within a trust requires careful consideration, particularly when dealing with specialized medical equipment like customized orthotic devices. …