Can I appoint a family council to advise the trustee?
The idea of a family council advising a trustee is gaining traction as families recognize the complexities of wealth transfer …
Point Loma Estate Planning Law
Can I allow trustee discretion to block distributions in unstable financial markets?
The question of whether to allow a trustee discretion to block distributions during unstable financial markets is a complex one, …
Can I allow the trustee to allocate earnings to a pooled family education fund?
The question of whether a trustee can allocate earnings to a pooled family education fund is a common one for …
Can I allow portions of my estate to follow performance-based triggers?
The concept of structuring an estate to release assets based on specific achievements, often termed “performance-based estate planning” or “incentive …
Can I allow in-kind distributions of property from the bypass trust?
The question of allowing in-kind distributions of property from a bypass trust – also known as a credit shelter trust …
Can I allow early termination of the trust under specific conditions?
The question of allowing early termination of a trust is a common one for those establishing estate plans, and it’s …