Which assets should I put into my living trust?
Determining which assets to place within a living trust is a crucial step in effective estate planning, and often a …
Point Loma Estate Planning Law
Can I include mental health support services as a trust benefit?
The question of incorporating mental health support services as a trust benefit is gaining prominence as individuals increasingly prioritize holistic …
Can I require that the trust be reviewed every 10 years for relevance?
Absolutely, incorporating a decennial review clause into your trust is not only permissible but often a very prudent practice for …
Can a bypass trust create joint ownership structures with charitable entities?
The question of whether a bypass trust—also known as a credit shelter trust or a B trust—can establish joint ownership …
Can I restrict access to trust information for certain beneficiaries?
The question of restricting access to trust information for specific beneficiaries is a common one, and the answer is nuanced, …
Can I restrict any future consolidation with other trusts?
The question of restricting future consolidation of trusts is a common one, particularly for individuals establishing trusts with specific intentions …
Can I restrict access to trust assets until the beneficiary has a job?
The question of whether you can restrict access to trust assets until a beneficiary has secured employment is a common …
Can I restrict access to digital files in a trust?
The modern estate planning landscape increasingly requires addressing digital assets – everything from online banking and social media accounts to …
Can I require trust-held real estate to remain undeveloped?
The question of whether you can require trust-held real estate to remain undeveloped is a common one for those establishing …
Can I require trustees to follow an ESG scoring system for investments?
The question of whether you can require trustees to follow an ESG (Environmental, Social, and Governance) scoring system for investments …