Can a trust include a cap on legal consultation hours annually?
Absolutely, a trust can indeed include a cap on legal consultation hours annually, though it requires careful drafting and consideration …
Point Loma Estate Planning Law
How are antique or collectible valuations maintained in a trust?
Maintaining accurate valuations of antiques and collectibles within a trust is a crucial, yet often overlooked, aspect of comprehensive estate …
Can the trust be used to settle inter-family debts?
The question of whether a trust can be used to settle inter-family debts is complex, and the answer isn’t a …
Can I require beneficiaries to submit net worth statements?
The question of whether you can require beneficiaries to submit net worth statements is a complex one, deeply intertwined with …
Can a trust underwrite apprenticeships?
The question of whether a trust can underwrite apprenticeships is becoming increasingly relevant as individuals and families seek innovative ways …
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 …
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 …