Can I create subcommittees for technology, philanthropy, and governance?
Establishing subcommittees focused on technology, philanthropy, and governance is a proactive step for any estate planning process, particularly for larger …
Point Loma Estate Planning Law
Can I prevent trust income from being used on recreational drugs?
The question of whether you can prevent trust income from being used on recreational drugs is a surprisingly common one, …
Can a trust be used to incentivize consistent therapy attendance?
Absolutely, a trust can be strategically utilized to encourage consistent attendance at therapy sessions, offering a powerful tool for individuals …
What legal documents are required for a testamentary trust?
A testamentary trust is established through a will and only comes into effect *after* the grantor’s death, making the necessary …
Can the trust require evaluations before new therapies are funded?
Absolutely, a trust designed to fund ongoing care, especially for individuals with complex medical needs or long-term conditions, can – …
Can I choose between a CRAT and CRUT based on income needs?
The decision between a Charitable Remainder Annuity Trust (CRAT) and a Charitable Remainder Unitrust (CRUT) hinges significantly on your income …
Can I change or cancel a revocable trust?
The flexibility of a revocable trust is one of its most appealing features, particularly for individuals in San Diego seeking …
Can I cap the annual distribution from a high-yielding asset?
The question of capping annual distributions from a high-yielding asset, often within the context of a trust, is a surprisingly …
Can I cap beneficiary lifestyle inflation using trust metrics?
The concern of “lifestyle inflation” amongst trust beneficiaries – the tendency to increase spending as distributions increase – is a …
Can I build in skip provisions for underperforming beneficiaries?
The question of whether you can build in “skip provisions” for underperforming beneficiaries within a trust is a common one, …