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 …
Point Loma Estate Planning Law
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 …
Can I set rules around how frequently beneficiaries can request funds?
Establishing a trust is a significant step in estate planning, offering a means to manage and distribute assets according to …