Can I include trust terms that allow skipping distributions during crises?
The question of whether a trust can include terms allowing the skipping of distributions during times of crisis is a …
Point Loma Estate Planning Law
Can beneficiaries be changed in an irrevocable trust?
Irrevocable trusts are often perceived as rigid, unchangeable documents, and while that’s largely true, the situation regarding beneficiaries isn’t always …
Can I allow for multigenerational inheritance rollover structures?
The concept of multigenerational wealth transfer, and specifically establishing inheritance rollover structures, is a cornerstone of comprehensive estate planning, and …
Can I make education a requirement for inheritance?
The question of whether you can require a beneficiary to obtain an education as a condition of receiving an inheritance …
Can I appoint different people for estate and health decisions?
Absolutely, it’s not only permissible but often advisable to designate different individuals for making estate and health decisions, ensuring each …
Can the Trust Provide Rent Assistance During Transitions Between Careers?
The question of whether a trust can provide rent assistance during career transitions is a complex one, deeply rooted in …
Can the trust provide funding for weather-resilient housing retrofits?
The question of whether a trust can provide funding for weather-resilient housing retrofits is increasingly relevant as climate change intensifies …
Can the trust provide down payment assistance on a first home?
The question of whether a trust can provide down payment assistance for a first home is a common one, particularly …
Can the trust provide annual health and wellness stipends?
The question of whether a trust can provide annual health and wellness stipends is a surprisingly common one, particularly in …
Can the trust prohibit high-risk investment categories?
The question of whether a trust can prohibit high-risk investment categories is a cornerstone of responsible trust administration, particularly when …