Can the trust restrict distributions based on the beneficiary’s credit score?
The question of whether a trust can restrict distributions based on a beneficiary’s credit score is a complex one, increasingly …
Point Loma Estate Planning Law
How do I fund an irrevocable trust?
Funding an irrevocable trust is a critical step, often overlooked, that transforms a well-drafted document into a functional wealth transfer …
Can a special needs trust include digital preservation of important records?
Absolutely, a special needs trust can and *should* include provisions for the digital preservation of important records, as we increasingly …
Can I restrict investment in companies rated low on DEI practices?
The question of aligning investments with Environmental, Social, and Governance (ESG) principles, specifically focusing on Diversity, Equity, and Inclusion (DEI), …
Can I allow reallocation of real property between branches of the family?
The question of reallocating real property between family branches is a common one, particularly as wealth is transferred across generations, …
Can the bypass trust compensate family members who act as unpaid caregivers?
The question of compensating family caregivers through a bypass trust is a growing concern as the demographics shift towards an …
Can the Beneficiary Drive a Car Owned by the Trust?
The question of whether a beneficiary can drive a vehicle titled to a trust is surprisingly complex, extending beyond a …
Can testamentary trusts operate across different legal jurisdictions?
Testamentary trusts, established through a will and taking effect upon death, present unique complexities when dealing with assets or beneficiaries …
Can others contribute to an already existing special needs trust?
The question of whether others can contribute to an existing special needs trust (SNT) is a common one for families …
Can my trust be used for long-term care planning?
The question of whether a trust can be utilized for long-term care planning is a common one, especially as the …