Can I include diversity clauses for trustee hiring or contracting decisions?
The question of incorporating diversity clauses into trustee hiring or contracting decisions within estate planning is increasingly relevant, reflecting a …
Point Loma Estate Planning Law
What happens if I lose my trust document?
Losing the original trust document can certainly be unsettling, but it isn’t the end of the world, and a San …
Can the trust be used to retire debt from community service initiatives?
The question of utilizing a trust to retire debt incurred by community service initiatives is a nuanced one, deeply rooted …
Can a special needs trust be transferred to a different beneficiary if needed?
The question of transferring a special needs trust to a different beneficiary is complex and requires careful consideration, as it’s …
Can a special needs trust subsidize the purchase of medical-grade skincare?
Navigating the financial aspects of care for a loved one with special needs is often complex, and a frequent question …
Can I use the trust to prevent beneficiaries from liquidating family property?
The question of preserving family property for future generations is a common concern for many individuals, and a properly structured …
Can I use the trust to ensure structured and predictable payouts?
The question of whether a trust can facilitate structured and predictable payouts is at the very heart of estate planning …
Can I use my estate to launch a memorial scholarship program?
The desire to leave a lasting legacy is a powerful motivator, and many individuals contemplate establishing memorial scholarship programs through …
Can I use estate planning to support career changes for heirs?
Estate planning is often viewed through the lens of wealth transfer upon death, but its capabilities extend far beyond that …
Can I use estate planning to prepare for future medical decisions?
Estate planning is frequently associated with the distribution of assets after one’s passing, but its scope extends far beyond just …