Who else should know about the trust?
Establishing a trust is a significant step in estate planning, providing a framework for managing and distributing assets according to …
Point Loma Estate Planning Law
Can I include a clause that the charity must meet diversity benchmarks?
The question of incorporating diversity benchmarks into charitable giving within an estate plan is gaining traction as individuals seek to …
Can I use estate planning to manage foreign pension assets?
Estate planning for assets held internationally, including foreign pensions, presents unique challenges but is absolutely achievable with careful consideration and …
Can I set up a CRT jointly with my spouse?
Creating a Charitable Remainder Trust (CRT) jointly with a spouse is indeed possible and can be a powerful estate planning …
Can I require the trustee to consult a financial advisor?
As an estate planning attorney in San Diego, I frequently encounter questions about trustee duties and the level of control …
Can I mandate life coaching for young adult beneficiaries?
The question of whether a grantor can mandate life coaching for young adult beneficiaries within a trust is complex, navigating …
Can I mandate environmental audits for trust-owned land?
As a trustee, holding land within a trust carries significant responsibility, extending beyond simple financial management to encompass environmental stewardship. …
Can I make the trust terminate after three generations?
The question of limiting a trust’s duration to a specific number of generations, such as three, is a common one …
Can I make provisions for the care of a disabled sibling?
Planning for the future care of a disabled sibling is a deeply compassionate and responsible act, often falling to other …
Can I make my estate plan enforceable in multiple states?
The question of whether an estate plan can be enforceable in multiple states is a common one, particularly for individuals …