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 …
Point Loma Estate Planning Law
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, …
Can I fund a vehicle maintenance plan through a testamentary trust?
The question of whether a testamentary trust can fund a vehicle maintenance plan is a common one, particularly as estate …