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 …
Point Loma Estate Planning Law
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 …
Can the trust mandate recurring beneficiary satisfaction surveys?
The question of whether a trust can mandate recurring beneficiary satisfaction surveys is becoming increasingly relevant in modern estate planning. …