Can the trust provide housing assistance for a beneficiary with special needs?
Absolutely, a thoughtfully structured trust can be a powerful tool to provide housing assistance for a beneficiary with special needs, …
Point Loma Estate Planning Law
Can I require professional management of certain estate assets?
Yes, you absolutely can, and often it’s a remarkably prudent decision, particularly when dealing with complex assets or if beneficiaries …
Can the trust require that heirs engage in mentorship programs before disbursement?
Absolutely, a trust can indeed require heirs to engage in mentorship programs, or fulfill other specific conditions, before receiving their …
Can I establish a bypass trust to benefit my disabled sibling?
Establishing a bypass trust, also known as a special needs trust, is a powerful tool for providing for a disabled …
Can a bypass trust be designed to promote gender parity among heirs?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
Can I add blockchain-based asset tracking requirements?
The question of incorporating blockchain-based asset tracking into trust administration is rapidly gaining traction, particularly for clients holding digital assets …
Can I add a provision for the trust to support a family-run foundation?
The question of incorporating support for a family-run foundation within a trust is a common one, particularly among high-net-worth individuals …
Can I add a charitable lead trust after my CRT ends?
The question of layering a charitable lead trust (CLT) after a charitable remainder trust (CRT) concludes is a common one, …
Can estate planning protect against financial elder abuse?
The increasing prevalence of financial elder abuse is a deeply concerning trend, with estimates suggesting that 1 in 10 older …
Can estate planning include creditor protection for beneficiaries?
Estate planning is often viewed as a process solely focused on distributing assets after one’s passing. However, a robust estate …