Can I set aside part of the trust for climate disaster relief affecting heirs?
The question of incorporating climate disaster relief into a trust is gaining traction as concerns about the escalating impacts of …
Point Loma Estate Planning Law
Can I require the trustee to report to a board of advisors?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s not a ‘set it and forget …
Can I leave specific investment strategies in my plan for future heirs?
Leaving specific investment strategies for future heirs is a common desire among those engaged in estate planning, and while achievable, …
Is a living trust a good way to avoid estate taxes?
A living trust, while a powerful estate planning tool, isn’t a simple “get out of estate tax” card, but rather …
Can a trust own patents or trademarks?
Absolutely, a trust can indeed own patents and trademarks, offering a powerful and flexible estate planning tool for individuals and …
Can I require all new trustees to undergo a vetting process?
The question of whether you can require new trustees to undergo a vetting process is not simply a legal one, …
Can I require a trustee to consult with specific professionals annually?
The question of whether you can require a trustee to consult with specific professionals annually is a frequent one for …
Can I require a review panel for changes to trust leadership?
The question of establishing a review panel to oversee changes in trust leadership is a critical one, particularly for complex …
Can I require a formal needs assessment to update trust goals?
The question of whether you can *require* a formal needs assessment to update trust goals is multifaceted, and the answer …
Can I require a beneficiary to take over a family home?
The question of whether you can require a beneficiary to take over a family home within a trust is a …