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 …
What are the risks of hiring the wrong estate planning attorney nearby?
The worn leather of the briefcase felt cool against my clammy hand. I’d just received a call – Aunt Millie …
How Can I Ensure My Estate Plan Is Up-To-Date And Addresses My Current Needs?
The phone buzzed insistently, jarring Amelia from her reverie. It was her sister, Sarah, voice strained with worry. “Mom’s been …
Who do I turn to when I can’t fix my estate plan nearby?
Rain lashed against the windows, blurring the lights of Temecula into a watercolor mess. The power flickered ominously. Inside, Sarah …
How do I stop ongoing problems with my estate planning lawyer near me?
The phone slipped from Maria’s hand, clattering against the hardwood floor. Tears welled in her eyes as she stared at …