Can I tie trust benefits to specific life milestones?
Establishing a trust is a powerful tool for managing and distributing assets, but many people don’t realize the level of …
Point Loma Estate Planning Law
Can I require a cost-benefit report before new disbursement categories are added?
As an estate planning attorney in San Diego, I frequently encounter clients who want to ensure their assets are distributed …
Can I prohibit smoking or substance use as a condition of benefits?
The question of whether you can prohibit smoking or substance use as a condition of receiving benefits from a trust …
Can the trust include reentry planning from an institution or hospital stay?
Absolutely, a well-crafted trust can, and often *should*, include provisions for reentry planning following an institutional stay, such as a …
Can I require a trustee assistant for beneficiaries with disabilities?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about providing for loved ones with disabilities, …
Can I Penalize Risky Behavior in my Trust Design?
The question of whether you can penalize risky behavior within a trust is a complex one, often surfacing when parents …
Can I offset Roth conversion taxes with a CRT deduction?
The question of whether one can offset Roth conversion taxes with a Charitable Remainder Trust (CRT) deduction is a complex …
Can I name minors as beneficiaries of a testamentary trust?
Yes, absolutely, you can name minors as beneficiaries of a testamentary trust. In fact, it’s a very common and often …
Can I name an educational institution as a contingent charitable beneficiary?
The question of naming an educational institution as a contingent charitable beneficiary within a trust is a common one for …
Can I name a succession of guardians for my children?
The question of who will care for your children if you are unable to is a deeply emotional one, and …