Can the trust establish a peer review system among beneficiaries for financial decisions?
Establishing a peer review system among beneficiaries for financial decisions within a trust is a fascinating concept, offering a unique …
Point Loma Estate Planning Law
Do I need a separate tax ID for the trust?
Establishing a trust is a pivotal step in comprehensive estate planning, but it often raises questions about the tax implications …
Can a testamentary trust distribute real property to more than one person?
Yes, a testamentary trust can absolutely distribute real property to more than one person, and it’s a common estate planning …
Can I fund open-source legacy projects with estate funds?
The idea of leaving a lasting impact beyond one’s lifetime is a powerful motivator, and increasingly, individuals are considering leaving …
Can a CRT allow the donor to review grantmaking before termination?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but the level of donor control over grantmaking, particularly *before* trust …
Can I implement a mandatory mentorship program for beneficiaries?
The question of implementing a mandatory mentorship program for trust beneficiaries is complex, touching upon legal considerations, ethical obligations, and …
Can I give the trustee the power to split the trust if needed?
The question of granting a trustee the power to split a trust is a common one for those establishing estate …
Can I Give My Executor Broad Discretion?
The question of how much discretion to grant an executor, particularly a trusted individual like a San Diego trust attorney …
Can I fund the trust with proceeds from selling my home?
The question of whether you can fund a trust with the proceeds from selling your home is a common one …
Can I fund heir reunions or family heritage tours through a trust?
The question of whether you can fund heir reunions or family heritage tours through a trust is a common one, …