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 …
Point Loma Estate Planning Law
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 …
Can I name a trust protector to oversee trustee decisions?
The concept of a trust protector is increasingly popular in modern estate planning, particularly within the realm of sophisticated trusts …
Can I name a non-relative to manage my estate?
The question of whether you can name a non-relative to manage your estate is a common one, and the answer …
Can I name a corporate fiduciary to manage my trust?
The question of whether you can name a corporate fiduciary to manage your trust is a common one, especially as …
Can I mandate virtual check-ins for geographically dispersed heirs?
The question of mandating virtual check-ins for geographically dispersed heirs within a trust is increasingly relevant in today’s world, and …
Can I mandate tech-free retreats funded by the trust?
The idea of mandating tech-free retreats funded by a trust is intriguing, reflecting a desire to foster genuine connection and …