Can I tie income disbursements to health benchmarks of the recipient?
The question of whether income disbursements can be legally and ethically tied to the health benchmarks of a beneficiary is …
Point Loma Estate Planning Law
Can I set an annual cap on administrative costs within the trust?
Absolutely, establishing an annual cap on administrative costs within a trust is a prudent and increasingly common practice, particularly as …
Can the trust pay for citizenship or immigration legal fees for a beneficiary?
The question of whether a trust can cover citizenship or immigration legal fees for a beneficiary is complex and hinges …
Can I use a testamentary trust for a child with disabilities?
Testamentary trusts offer a powerful estate planning tool, particularly when considering the long-term care of a child with disabilities, allowing …
Can the trust buy or sell assets on its own?
A revocable living trust, while a powerful estate planning tool, doesn’t operate with independent agency; it functions through its trustee. …
Can I assign co-trustees for oversight?
The question of whether you can assign co-trustees for oversight is a common one for individuals considering establishing or modifying …
Can I assign a voting mechanism to beneficiaries for major decisions?
The concept of assigning a voting mechanism to beneficiaries for major trust decisions is increasingly popular, offering a way to …
Can I assign a mediator to settle any estate disputes in advance?
The concept of proactively designating a mediator for potential estate disputes is gaining traction as a valuable estate planning tool, …
Can I assign a chief education officer for the trust?
The question of assigning a chief education officer (CEO) to a trust, particularly in the context of a San Diego …
Can I appoint different people for estate and health decisions?
The question of whether you can appoint different people for estate and health decisions is a common one, and the …