Can I use a testamentary trust to explore democratic governance models in wealth distribution?
The question of utilizing a testamentary trust to experiment with democratic wealth distribution is a fascinating intersection of estate planning, …
Point Loma Estate Planning Law
Can I specify requirements for professional trustee accreditation?
The question of specifying requirements for professional trustee accreditation is becoming increasingly relevant as the complexities of estate planning rise …
Can a trust be designed to pass unused funds to a charitable organization?
Absolutely, a trust can be strategically designed to direct any remaining, unused funds to a charitable organization of the grantor’s …
How long does trust administration take?
The duration of trust administration can vary dramatically, ranging from a few months to several years, and is heavily dependent …
Can I restrict inheritance if beneficiaries lack estate-specific education?
The question of whether to restrict inheritance based on a beneficiary’s financial or estate-specific education is a growing concern for …
Can I create a co-trustee model with rotating leadership?
The concept of co-trusteeship, where multiple individuals share the responsibility of managing a trust, is a common and often beneficial …
Can I create a bypass trust to maintain long-term family property ownership?
The question of preserving family property for generations is a common concern, especially in a state like California with its …
Can I convert an existing irrevocable trust into a CRT?
The question of converting an existing irrevocable trust into a Charitable Remainder Trust (CRT) is a complex one, frequently posed …
Can I condition inheritance on living within a specific area?
The question of whether you can condition an inheritance on a beneficiary residing in a specific geographic location is a …
Can I choose how the trust income is distributed—monthly or quarterly?
The flexibility in distributing trust income—whether monthly, quarterly, annually, or even upon specific events—is a common question for clients of …