Can a testamentary trust be used to control asset distribution?
Yes, a testamentary trust is a powerful tool for controlling the distribution of assets after death, offering a level of …
Point Loma Estate Planning Law
Can a trust help pay for disability-inclusive financial education?
The question of whether a trust can facilitate funding for disability-inclusive financial education is increasingly relevant as awareness grows around …
Can a bypass trust support tenant housing for non-beneficiary caregivers?
The question of whether a bypass trust can support tenant housing for non-beneficiary caregivers is a nuanced one, deeply rooted …
Can I create annual awards from the CRT in the name of the income beneficiary?
Creating annual awards from a Charitable Remainder Trust (CRT) in the name of the income beneficiary is a complex question …
Can I include a letter of intent with my testamentary trust?
A testamentary trust, established through a will, is a powerful tool for managing and distributing assets after death, but it …
Can I require trustee succession planning within the trust document?
The question of incorporating trustee succession planning into a trust document is not merely advisable—it’s becoming increasingly critical for modern …
Can I require trustee approval from an independent party?
The question of whether you can require trustee approval from an independent party is a frequent one for those establishing …
Can I require the trustee to use fiduciary insurance at all times?
The question of whether you can require a trustee to maintain fiduciary insurance, also known as trustee liability insurance, is …
Can I require the trustee to publish a family impact report?
The idea of requiring a trustee to publish a “family impact report” is gaining traction as beneficiaries become more proactive …
Can I require the trustee to host open office hours annually for heirs?
The question of requiring a trustee to host annual open office hours for heirs is a surprisingly common one, often …