Can a special needs trust pay for estate planning services for the beneficiary’s future?
Navigating the complexities of special needs trusts (SNTs) often brings questions about permissible expenses, and whether those expenses can extend …
Point Loma Estate Planning Law
Can I require the charity to use the remainder in a specific way?
Yes, you absolutely can, and often do, specify how a charitable remainder should be used within your estate plan, though …
Can a trust be required to align with universal design principles?
The question of whether a trust can be *required* to align with universal design principles is a fascinating intersection of …
Can the trust specify a maximum annual distribution cap?
Yes, a trust can absolutely specify a maximum annual distribution cap, and it’s a surprisingly common and prudent planning technique …
Can I include terms for supporting intergenerational housing solutions?
The increasing cost of living, coupled with an aging population and shifting family dynamics, is driving a renewed interest in …
Can I enforce confidentiality on family financial history?
The question of enforcing confidentiality regarding family financial history is a surprisingly complex one, often fraught with emotional and legal …
Can I embed regenerative agriculture initiatives into land management clauses?
The question of embedding regenerative agriculture initiatives into land management clauses within trusts is becoming increasingly prevalent as beneficiaries and …
Can I donate partnership interests to a charitable remainder trust?
Donating partnership interests to a charitable remainder trust (CRT) is a sophisticated estate planning technique that allows individuals to benefit …
Can I divide intellectual property rights among multiple beneficiaries?
The question of dividing intellectual property (IP) rights among multiple beneficiaries through a trust is complex, but certainly achievable with …
Can I disallow assets from being transferred into offshore accounts?
The question of preventing assets from being transferred into offshore accounts is a complex one, frequently arising within estate planning …