Can a trust require the maintenance of family traditions?
The question of whether a trust can require the maintenance of family traditions is a surprisingly common one for estate …
Point Loma Estate Planning Law
Can I create trust access based on community engagement metrics?
The idea of tying trust access—specifically, when and how beneficiaries receive assets—to community engagement metrics is a fascinating, though complex, …
Can I include a requirement that trust assets be rebalanced yearly?
Absolutely, you can include a requirement that trust assets be rebalanced yearly, and in fact, for many trusts, particularly those …
Can I use a testamentary trust to protect against elder abuse?
The increasing prevalence of elder financial abuse is a deeply concerning issue, with estimates suggesting that one in ten older …
Can I make my trust conditional?
The question of whether you can make your trust conditional is a common one for estate planning clients in San …
Can I specify a method for distributing trust income versus principal?
The question of how trust income versus principal is distributed is central to effective trust planning, and absolutely, you can …
Can I set up recurring family meetings through estate planning funds?
The concept of utilizing estate planning funds to facilitate ongoing family meetings is increasingly popular, and while not a traditional …
Can I set up a trust to fund a startup for a beneficiary?
The question of utilizing a trust to fund a beneficiary’s startup venture is increasingly common, particularly in San Diego’s vibrant …
Can I set up a trust for a friend?
The question of whether you can establish a trust for a friend is a common one, often stemming from a …
Can I set up a family council to manage collective inherited wealth?
The question of managing inherited wealth collectively is a common one, especially as generational wealth transfer accelerates—experts predict nearly $84.4 …