Can I leave instructions for the trustee on hiring financial advisors?
Navigating the world of trusts and estate planning often brings up questions about control, not just over assets during life, …
Point Loma Estate Planning Law
Can I assign professional mediators as part of the trust’s structure?
The question of integrating professional mediators into the framework of a trust is becoming increasingly prevalent, reflecting a proactive approach …
Can I include loan provisions for beneficiaries in a testamentary trust?
Yes, absolutely, including loan provisions for beneficiaries within a testamentary trust is not only possible but can be a strategically …
Can the CRT remainder fund a micro-grant program?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool, but its flexibility regarding distributions, especially for initiatives like …
Can I restrict annual payouts to a maximum percent of average trust value?
Yes, it is absolutely possible—and often advisable—to restrict annual payouts from a trust to a maximum percentage of the trust’s …
Can I include personal values or ethics in trust terms?
The question of whether personal values or ethics can be included in trust terms is a surprisingly complex one, often …
Can I include my digital legacy in the testamentary trust?
The question of incorporating a “digital legacy” into a testamentary trust is increasingly relevant in our modern, interconnected world. Traditionally, …
Can I include media and entertainment spending limits?
The question of whether a trust can – and should – include limits on spending for media and entertainment is …
Can I include investment accounts in the trust?
The question of whether investment accounts can be included in a trust is a remarkably common one for individuals seeking …
Can I include instructions for guardians of minor beneficiaries?
The question of whether you can, and absolutely *should*, include instructions for guardians of minor beneficiaries within a trust is …