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 …
Point Loma Estate Planning Law
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 …
Can I appoint a trust company to manage a CRT’s assets?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period, and …