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 …
Point Loma Estate Planning Law
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 …
Can I ensure property is kept in the family for multiple generations?
The desire to maintain family property—a home, a ranch, a business—across generations is a deeply rooted one, and increasingly common …