Can I require the trustee to hold town halls for family members or community updates?
As a San Diego estate planning attorney, I frequently encounter clients pondering the level of control they retain after transferring …
Point Loma Estate Planning Law
Can I require financial literacy training for beneficiaries before distribution?
As an estate planning attorney in San Diego, I’m frequently asked about protecting inheritances and ensuring beneficiaries are prepared to …
Can I restrict disbursements to businesses that meet accessibility standards?
As an estate planning attorney in San Diego, I frequently encounter clients who wish to embed their values into their …
Can I require compliance with a family mission statement?
A family mission statement, while seemingly unconventional in legal terms, can be a surprisingly effective tool for guiding wealth transfer …
Can the trust pay for college application fees?
The question of whether a trust can cover college application fees is a common one for families planning for future …
Can a bypass trust reimburse health insurance premiums?
The question of whether a bypass trust can reimburse health insurance premiums is a surprisingly complex one, deeply rooted in …
Can a bypass trust qualify for the marital deduction?
The marital deduction is a cornerstone of estate planning, allowing unlimited transfers to a surviving spouse without incurring estate tax. …
Can a bypass trust provide funds for digital detox retreats for beneficiaries?
The question of whether a bypass trust can fund digital detox retreats for beneficiaries is multifaceted, hinging on the trust’s …
Can a bypass trust provide a housing stipend for a relocating beneficiary?
The question of whether a bypass trust can provide a housing stipend for a relocating beneficiary is complex, heavily dependent …
Can a bypass trust pay off the debts of the surviving spouse?
The question of whether a bypass trust can pay off the debts of a surviving spouse is a complex one, …