Who should have copies of my trust?
Determining who receives a copy of your trust is a crucial aspect of estate planning, balancing transparency with privacy and …
Point Loma Estate Planning Law
Can I restrict asset transfers between irrevocable trusts?
The question of restricting asset transfers between irrevocable trusts is complex, demanding a careful examination of the trust documents themselves, …
Can a special needs trust support remote work accommodations?
The question of whether a special needs trust (SNT) can support remote work accommodations is increasingly relevant in today’s evolving …
Can a bypass trust be funded through a disclaimer by the surviving spouse?
The question of whether a bypass trust can be funded through a disclaimer by the surviving spouse is a common …
What if I want to move assets out of the trust?
Navigating the process of removing assets from a trust can be complex, requiring careful consideration of the trust document itself, …
Can I establish progressive distribution schedules based on social impact?
The idea of linking trust distributions to measurable social impact is gaining traction, reflecting a growing desire among affluent individuals …
Can I establish conditions for reinvesting distributions?
The question of establishing conditions for reinvesting trust distributions is a common one for individuals working with a trust attorney …
Can I establish a review process for beneficiary progress toward personal goals?
Establishing a review process for beneficiary progress toward personal goals within a trust is a nuanced undertaking, requiring careful consideration …
Can I establish a grievance resolution panel within the trust?
Establishing a grievance resolution panel within a trust, while not a standard practice, is a fascinating and increasingly relevant consideration, …
Can I establish a charitable remainder trust in my will?
The question of establishing a charitable remainder trust (CRT) within a will, also known as a testamentary CRT, is a …