Can I set up a travel allowance for multiple heirs using trust funds?
Absolutely, establishing a travel allowance for multiple heirs through trust funds is not only possible but a frequently utilized estate …
Point Loma Estate Planning Law
Can I establish separate investment pools within one bypass trust?
The question of establishing separate investment pools within a single bypass trust is a common one for estate planning clients, …
Can a special needs trust support co-working spaces adapted for accessibility?
The question of whether a special needs trust (SNT) can fund co-working spaces adapted for accessibility is multifaceted, hinging on …
Can I mandate mediation before family legal proceedings are initiated?
The question of whether you can *mandate* mediation before initiating family legal proceedings is complex, varying significantly by jurisdiction, but …
Can a special needs trust support life coaching tailored for disability planning?
The question of whether a special needs trust (SNT) can fund life coaching specifically geared towards disability planning is a …
Can I include retirement accounts in a living trust?
The question of whether retirement accounts can be included in a living trust is a common one for individuals planning …
Can I include provisions for inflation-adjusted income distributions?
The question of incorporating inflation-adjusted income distributions within a trust is increasingly relevant in today’s economic climate. Many individuals establishing …
Can I include posthumous messages or legacy videos?
The question of incorporating posthumous messages or legacy videos into a trust estate plan is gaining traction, reflecting a desire …
Can I include out-of-state property in the trust?
The question of whether you can include out-of-state property within a trust, specifically a revocable living trust established with a …
Can I include milestones like marriage or childbirth as triggers for distributions?
The question of whether you can include life milestones like marriage or the birth of a child as triggers for …