Can a trust distribute rewards for meeting family milestones?
Yes, a trust can absolutely be structured to distribute rewards for meeting family milestones, although careful planning is essential to …
Point Loma Estate Planning Law
Can I dictate how rental income from inherited property is used?
Inheriting property that generates rental income presents a unique set of considerations, and the ability to dictate how that income …
Can I require publication of a trust performance report to all heirs annually?
As an estate planning attorney in San Diego, I often field questions from clients about transparency and accountability within trusts, …
Can a CRT allow for annual reviews of mission alignment by the donor’s family?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing donors to contribute assets to a trust, receive income for …
Can I include property-sharing agreements among heirs?
Navigating the distribution of assets after a loved one passes can be complex, particularly when it comes to cherished property …
Can I place funds in a trust that only become available during a recession?
The idea of structuring a trust to distribute funds specifically during economic downturns, while seemingly complex, is absolutely achievable with …
Can I place a legacy letter or family mission document in the trust file?
The question of whether to include a legacy letter or family mission document within a trust file is a common …
Can I Penalize Excessive Borrowing from the Trust?
Navigating the complexities of trust administration often brings up the question of how to handle beneficiaries who repeatedly or excessively …
Can I name my trust as a beneficiary on insurance policies?
The question of whether you can name a trust as a beneficiary on insurance policies is a common one, and …
Can I name co-trustees in my trust?
The question of whether you can name co-trustees in your trust is a common one for individuals planning their estate, …