Can I specify investment strategies in the trust document?
The question of whether you can specify investment strategies within a trust document is a common one for individuals working …
San Diego County
Can I Specify Disbursement Rules by Age or Life Stage?
Estate planning, at its core, isn’t merely about what happens *after* we’re gone; it’s about ensuring our wishes are carried …
Can I specify a succession plan for art collections?
The question of incorporating art collections into estate planning is increasingly common, particularly in regions like San Diego where a …
Can I set up the trust so that distributions are based on academic performance?
The question of tying trust distributions to academic performance is a surprisingly common one for estate planning attorneys like Steve …
Can I set up communication protocols between trustee and care team?
Establishing clear communication protocols between a trustee and a care team is not merely advisable; it’s often critical for effective …
Can I set up a trust for my grandchildren?
The question of establishing a trust for grandchildren is a common one, and the answer is a resounding yes, it’s …
Can I set up a family office through a trust?
The question of establishing a family office through a trust is increasingly common among high-net-worth individuals and families seeking to …