Can I set conditions on distributions?
Absolutely, establishing conditions on how and when your assets are distributed is a cornerstone of effective estate planning, and a …
Can I require trustee succession planning?
Absolutely, requiring trustee succession planning is not only possible but a highly recommended practice for any well-structured trust, ensuring its …
Can a trust be used to protect assets for my children?
Absolutely, a trust is a remarkably effective tool for safeguarding and growing assets for your children, offering far more control …
Can I establish a bypass trust in a different state for tax reasons?
The question of establishing a bypass trust in a different state, specifically for tax advantages, is complex and requires careful …
Can I build in professional management of my estate’s investment portfolio?
Estate planning often centers around ensuring assets are distributed according to your wishes, but a crucial, often overlooked component is …
Can I allocate funds for future family-run cooperative businesses?
The question of allocating funds for future family-run cooperative businesses within estate planning is becoming increasingly popular, reflecting a desire …
Can I give my trustee authority to pause distributions?
The question of granting a trustee the power to adjust or even pause distributions from a trust is a common …
Should a newlywed couple have one trust or two?
The question of whether a newlywed couple should establish one joint trust or two separate trusts is a common one, …
Can I require annual meetings between trustees and beneficiaries?
As an estate planning attorney in San Diego, I frequently encounter questions about the responsibilities and interactions between trustees and …
What credentials should I look for in a probate or estate attorney?
My hands trembled as I stared at the stack of paperwork on my kitchen table. My grandmother had recently passed …