What flexibility does a trust protector have?
The role of a trust protector is becoming increasingly popular in modern estate planning, offering a level of adaptability to …
Point Loma Estate Planning Law
Can I reward nonprofit employment with increased distribution rates?
The question of whether to reward nonprofit employment with increased distribution rates within an estate plan is a complex one, …
Can I structure tiered inheritance in a testamentary trust?
Yes, you absolutely can structure tiered inheritance within a testamentary trust, and in fact, it’s a highly effective estate planning …
Can a revocable trust be contested more easily than a will?
The question of whether a revocable trust is more easily contested than a will is a common one for estate …
How often should a special needs trust be reviewed?
Establishing a special needs trust (SNT) is a significant step for families seeking to protect a loved one with disabilities …
Can I make access contingent on digital minimalism standards?
The question of whether you can legally and ethically make access to trust benefits contingent on adhering to “digital minimalism” …
Can I lock in trustee fees for future decades?
The idea of definitively “locking in” trustee fees for decades is a common question for those establishing or considering a …
Can I link trust access to wellness or health screenings?
The intersection of estate planning, specifically trusts, and personal wellness initiatives like health screenings is a growing area of interest …
Can I limit when and how funds are used for healthcare?
The question of controlling how and when trust funds are utilized for healthcare is paramount for many individuals planning for …
Can I limit trust funds for digital subscriptions or entertainment?
The question of whether you can limit trust funds for digital subscriptions or entertainment is a common one, especially in …