Can I include property-sharing agreements among heirs?
The question of dividing assets among heirs, particularly when it comes to specific property, is a common one in estate …
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Can I require a trustee to complete background checks for vendors?
As a trustee in California, navigating the complexities of managing trust assets requires diligent oversight, and that certainly extends to …
Can I name a friend or relative as trustee of a bypass trust?
Bypass trusts, also known as credit shelter trusts, are estate planning tools designed to take advantage of the federal estate …
Can the trust subsidize costs of workplace accommodations?
Navigating the intersection of special needs trusts and workplace accommodations can be complex, but understanding the possibilities is crucial for …
Can I require all trustees to sign off on distributions?
The question of requiring all trustees to sign off on distributions is a common one for those establishing or managing …
Can I limit how often distributions are made from the trust?
Absolutely, as the grantor of a trust, you have significant control over when and how distributions are made to your …
Can a CRT pay income to a trust instead of an individual?
Yes, a Charitable Remainder Trust (CRT) can absolutely pay income to another trust, rather than directly to an individual beneficiary, …
Can I offer supplemental grants for heirs pursuing environmental careers?
As an estate planning attorney in San Diego, I frequently encounter clients with strong values who wish to extend those …
Can I include an annual virtual town hall requirement for transparency?
The question of incorporating an annual virtual town hall as a component of trust administration and estate planning transparency is …
Can I restrict trustee actions to ESG-compliant funds only?
The question of whether you can restrict trustee actions to ESG-compliant (Environmental, Social, and Governance) funds only is gaining prominence …