Can I require use of specific financial institutions by the trustee?
Navigating the complexities of estate planning often leads to detailed questions about control and oversight, and a common one arises …
Point Loma Estate Planning Law
Can a CRT help balance philanthropic and family inheritance goals?
Charitable Remainder Trusts (CRTs) present a powerful strategy for individuals seeking to fulfill both philanthropic aspirations and the desire to …
Can the trust distribute capital gains in lieu of income?
The question of whether a trust can distribute capital gains in lieu of income is a complex one, heavily reliant …
Can I use estate planning to protect royalties from creative works?
Royalties generated from creative works – music, writing, inventions, even photography – represent significant assets that require careful planning to …
Can a trust help pay for maintaining eligibility documentation?
Navigating the complexities of maintaining eligibility for needs-based government programs like Medicaid or Supplemental Security Income (SSI) often involves ongoing …
Can a testamentary trust sponsor scientific or academic research?
Testamentary trusts, established through a will and taking effect after the grantor’s passing, are remarkably flexible tools for estate planning. …
Can a testamentary trust reward military service with bonus distributions?
The question of whether a testamentary trust can reward military service with bonus distributions is a fascinating intersection of estate …
Can a testamentary trust require verification of volunteer service hours?
The question of whether a testamentary trust can require verification of volunteer service hours is a fascinating one, deeply rooted …
Can a testamentary trust provide matching grants for educational expenses?
The concept of a testamentary trust – a trust created through a will and taking effect after death – is …
Can a testamentary trust protect inheritance from lawsuits?
The question of shielding an inheritance from potential lawsuits is a common concern for individuals planning their estates. A testamentary …