Can the trust restrict distributions based on the beneficiary’s credit score?
The question of whether a trust can restrict distributions based on a beneficiary’s credit score is complex and increasingly relevant …
How do I fund an irrevocable trust?
Establishing an irrevocable trust is a significant step in estate planning, but the creation of the trust document is only …
Can a special needs trust include digital preservation of important records?
Absolutely, a special needs trust can and, increasingly, *should* include provisions for digital preservation of important records, recognizing the shift …
Can I restrict investment in companies rated low on DEI practices?
The question of aligning investments with personal values, specifically concerning Diversity, Equity, and Inclusion (DEI), is gaining significant traction, and …
Can testamentary trusts pay performance bonuses to trustees?
Testamentary trusts, established through a will after someone passes away, present unique considerations when it comes to compensating trustees, and …
Can I include instructions for public disclosure or privacy of my estate contents?
The question of controlling the visibility of your estate’s contents after your passing is a significant one, and yes, you …
Can I restrict distributions to essential expenses only?
As an estate planning attorney in San Diego, I often encounter clients who wish to maintain control even after their …
Do I need a certificate of trust to open bank accounts?
Generally, yes, you often need a Certificate of Trust to open and manage bank accounts held in the name of …
Does a testamentary trust shield assets from divorce?
The question of whether a testamentary trust can shield assets from divorce is a complex one, heavily dependent on state …
Who can help settle a family estate dispute?
The mahogany table gleamed under the chandelier, reflecting the simmering tension in the room. Aunt Mildred clutched her pearls, nostrils …