Can I terminate an irrevocable trust?
Generally, the answer is no, an irrevocable trust, by its very nature, is designed to be permanent, however, there are …
Point Loma Estate Planning Law
Can I include digital literacy requirements for accessing digital assets?
The increasing digitization of our lives means more and more assets exist solely in the digital realm – photos, videos, …
Can I include rules that prioritize liquidity before capital appreciation?
Navigating the complexities of estate planning often involves striking a delicate balance between preserving wealth for future generations and ensuring …
Can I attach social contribution metrics to large distributions?
The question of linking substantial financial distributions – those originating from trusts, estates, or significant gifts – to measurable social …
Can a trust help me qualify for government benefits?
Navigating the complex landscape of government benefits like Medicaid and Supplemental Security Income (SSI) requires careful planning, and a properly …
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 …
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 …