Can I appoint a trust protector for future changes?
The idea of appointing a trust protector is gaining traction as estate planning becomes increasingly complex, and for good reason; …
Point Loma Estate Planning Law
Can a charitable remainder trust include environmental or ethical investment guidelines?
Absolutely, a charitable remainder trust (CRT) can indeed incorporate environmental, social, and governance (ESG) or ethical investment guidelines, reflecting a …
Can the trust restrict lobbying activity by the beneficiary charity?
Yes, a trust can absolutely restrict lobbying activity by the beneficiary charity, although the extent and enforceability of those restrictions …
Can I disinherit someone with a testamentary trust?
Yes, you can effectively disinherit someone, even with a testamentary trust, but it requires careful planning and execution within the …
Can a bypass trust subsidize a sabbatical or study leave for a beneficiary?
The question of whether a bypass trust can subsidize a sabbatical or study leave for a beneficiary is complex and …
Can I set aside part of the trust for climate disaster relief affecting heirs?
The question of incorporating climate disaster relief into a trust is increasingly relevant, reflecting a growing awareness of the potential …
Can I set an annual cap on administrative costs within the trust?
The question of capping administrative costs within a trust is a common and prudent one, particularly for those establishing trusts …
Can I set a maximum age for trust management?
The question of whether you can set a maximum age for trust management is a common one for those planning …
Can I separate personal and business assets in my estate plan?
Estate planning is a multifaceted process, and a common concern for business owners and individuals with significant assets is the …
Can I reward nonprofit employment with increased distribution rates?
The question of whether a grantor can reward nonprofit employment with increased distribution rates within a trust is a complex …