Can I allow for temporary asset freezes during family transitions?
Family transitions, whether through divorce, significant lifestyle changes, or elder care concerns, often bring with them financial complexities. The question …
Point Loma Estate Planning Law
Can I Allow Digital Voting for Trust-Related Decisions?
The question of whether to allow digital voting for decisions concerning a trust is becoming increasingly prevalent as technology advances …
Can I Allow Beneficiaries to Buy Trust Assets at Discount?
The question of allowing beneficiaries to purchase trust assets at a discounted rate is a complex one, fraught with potential …
Can I allocate specific assets to charities within one CRT?
The question of whether you can allocate specific assets to charities within a single Charitable Remainder Trust (CRT) is a …
Can I allocate funds for heirs to participate in political campaigns or lobbying?
The question of whether you can allocate funds within a trust for heirs to participate in political campaigns or lobbying …
Can I allocate different percentages of my estate to different causes?
The question of distributing estate assets among various charitable causes, or even family members unequally, is a common one for …