Can I assign a mentorship panel to oversee distributions to younger heirs?
The question of how best to manage inheritances for younger beneficiaries is a common one, and assigning a mentorship panel …
Point Loma Estate Planning Law
Can the trust help fund awareness campaigns for the beneficiary’s condition?
Absolutely, a properly structured trust can be a powerful tool to not only provide for a beneficiary but also to …
Can I use a QTIP trust as part of my estate plan?
A Qualified Terminable Interest Property (QTIP) trust is a powerful estate planning tool designed to provide for a surviving spouse …
Can a trustee be required to consult with family advisors?
The question of whether a trustee can be *required* to consult with family advisors is complex and hinges on the …
Can I allocate specific assets to charities within one CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period (or …
Can the trust pay for executive coaching for business-minded heirs?
The question of whether a trust can pay for executive coaching for business-minded heirs is a common one, particularly among …
Can the trust pay for DNA testing to resolve heirship questions?
Determining rightful heirs can be a surprisingly complex process, even with a seemingly clear will or trust document. Often, genealogical …
Can the Trust Pay for College Application Fees?
Navigating the financial aspects of higher education is complex, and for families utilizing trusts, questions often arise about permissible expenses. …
Can the trust own shares in a publicly traded company?
The short answer is unequivocally yes, a trust can absolutely own shares in a publicly traded company. In fact, it’s …
Can the trust offer stipends for disability-inclusive volunteer work?
The question of whether a trust can offer stipends for disability-inclusive volunteer work is a nuanced one, deeply rooted in …