Can I set up a legacy donation through my estate?
Yes, you absolutely can set up a legacy donation through your estate, allowing you to support the causes you care …
Point Loma Estate Planning Law
Can I make ecological restoration projects eligible for funding?
Ecological restoration projects, vital for reversing environmental damage and bolstering biodiversity, often face significant funding hurdles, yet are increasingly recognized …
Can a CRT own high-yield municipal bonds?
Collateralized Repurchase and Financing Transactions, commonly known as CRTs, are complex financial structures used to transfer credit risk from banks …
What if my trustee dies before me?
The question of what happens when a trustee passes away before the grantor – the person who created the trust …
Can I include a trustee advisory committee?
The question of whether you can include a trustee advisory committee within your estate plan is a frequently asked one, …
Can I limit disbursements during times of political unrest or instability?
The question of controlling trust disbursements amidst political turmoil is a very real concern for many trust creators and beneficiaries, …
Can I limit access to trust assets until retirement age?
The question of restricting access to trust assets until retirement is a common one for individuals planning their estate and …
Can I limit a beneficiary’s control over their inheritance using a testamentary trust?
The question of controlling how and when a beneficiary receives an inheritance is a common concern for estate planning, especially …
Can I Leave Instructions for the Trustee on Hiring Financial Advisors?
The question of whether you can leave instructions for your trustee regarding the hiring of financial advisors is a common …
Can I keep the trust secret from one of the beneficiaries?
The question of maintaining trust confidentiality, particularly when excluding a beneficiary from knowledge of its existence, is a surprisingly common …