Can I set performance goals for the trustee?
The question of whether you can set performance goals for a trustee is a nuanced one, deeply rooted in the …
Point Loma Estate Planning Law
Can I set guidelines for private education funding in my estate plan?
The question of funding private education for future generations through an estate plan is a common one, especially among parents …
Can I set charitable matching contribution policies for beneficiaries?
The question of incorporating charitable matching contribution policies within a trust is becoming increasingly popular, reflecting a growing desire among …
Can I set aside funds for annual family reunions?
The idea of proactively funding future family reunions is not only admirable but entirely achievable through careful estate planning, specifically …
Can I set a minimum age for beneficiaries to receive assets?
The question of when beneficiaries should receive assets from a trust is a cornerstone of estate planning, and absolutely, you …
Can I Serve as Trustee of My Own Charitable Remainder Trust?
Establishing a Charitable Remainder Trust (CRT) is a powerful estate planning tool allowing individuals to donate assets, receive income for …