Can I require beneficiaries to live in a certain country or region?
The question of geographically restricting benefits within an estate plan is a surprisingly common one, and the answer is nuanced. …
Point Loma Estate Planning Law
Can I use a testamentary trust for grandchildren?
Testamentary trusts are a powerful estate planning tool offering flexibility in providing for future generations, particularly grandchildren, and allow assets …
Can I prevent inherited funds from being used to purchase luxury items?
The question of controlling how inherited funds are spent is a common one, particularly for parents and grandparents who wish …
Can I support ecosystem preservation through estate conditions?
Yes, individuals can absolutely integrate provisions into their estate plans to actively support ecosystem preservation, extending their commitment to conservation …
Can I tie distributions to intergenerational mentoring?
The question of whether one can tie distributions from a trust or estate to intergenerational mentoring is a fascinating and …
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 …
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 …