Can the trust support legal guardianship transitions?
Navigating the complexities of legal guardianship, especially when coupled with estate planning through trusts, requires careful consideration and proactive planning; …
Point Loma Estate Planning Law
Can a CRT be used to contribute to a pooled income fund?
Certainly, a Charitable Remainder Trust (CRT) can indeed be used to contribute to a pooled income fund (PIF), creating a …
Can I enforce performance reviews for trustee responsibilities?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about ensuring their chosen trustees fulfill their …
Can I create a trust for my spouse and me jointly?
Yes, absolutely you can create a trust jointly with your spouse, and in many cases, it’s a highly recommended estate …
Can a trust hold a reserve fund for market downturns?
Yes, a trust can absolutely hold a reserve fund to mitigate the impact of market downturns, and strategic planning for …
Can I restrict access to the trust if the beneficiary declares bankruptcy?
The question of whether you can restrict access to a trust for a beneficiary who declares bankruptcy is complex and …
Can I require verified community involvement hours for distributions?
The question of whether you can require verified community involvement hours as a condition for distributions from a trust is …
Can I require trustees to meet annually with beneficiaries?
The question of whether you can *require* trustees to meet annually with beneficiaries is complex, rooted in the specifics of …
Can I require trustee succession planning?
The question of whether you can *require* trustee succession planning within a trust is multifaceted, and the answer is generally …
Can I require trustee certification in estate or fiduciary law?
The question of whether you can *require* trustee certification in estate or fiduciary law is complex, differing significantly based on …