Are there benefits to gifting business interests before death?
For business owners in San Diego, and across the nation, the question of when and how to transfer ownership isn’t …
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Can I require that beneficiary life milestones be documented for trust archives?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s more than just a financial arrangement; …
Can I use a testamentary trust to delay inheritance to later generations?
Yes, a testamentary trust is a powerful estate planning tool that allows you to delay inheritance to later generations, offering …
Can I specify a fixed income amount from the trust?
The ability to specify a fixed income amount from a trust is a common request, and the answer is generally …
Can a special needs trust help the beneficiary start a podcast on disability topics?
Absolutely, a special needs trust can be a powerful tool to facilitate a beneficiary’s entrepreneurial endeavors, such as starting a …
Can I require trust-held real estate to remain undeveloped?
The question of restricting development on real estate held within a trust is a common concern for individuals seeking to …
Can the trust provide language learning software for global support access?
The question of whether a trust can fund language learning software for global support access is multifaceted, extending beyond a …
Can I assign different roles to each of my children in the estate?
The question of whether you can assign different roles to each of your children within your estate plan is a …
Can a special needs trust fund adaptive driving lessons?
The question of whether a special needs trust (SNT) can fund adaptive driving lessons is a nuanced one, often dependent …
Can I terminate an irrevocable trust?
Generally, the answer is no, not easily, as the very nature of an irrevocable trust is designed to be permanent; …