Can I build in performance incentives for trustees?
The question of whether to incorporate performance incentives for trustees is a nuanced one, deeply rooted in the legal and …
San Diego County
Can I build donor legacy milestones into a CRT agreement?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow donors to make significant charitable gifts while retaining income …
Can I block beneficiaries from becoming trustees later?
Estate planning is a deeply personal process, and many clients ask about control—specifically, whether they can dictate not just *who* …
Can I ban purchasing firearms or weapons with trust funds?
The question of whether you can legally restrict the use of trust funds for the purchase of firearms is complex, …
Can I authorize media projects documenting estate impact?
The question of authorizing media projects—documentaries, films, or even extended journalistic investigations—that delve into the impact of one’s estate plan …
Can I authorize blended family planning tools in the estate?
Estate planning for blended families – those with stepchildren, or children from previous relationships – presents unique challenges that require …
Can I assign trustees with dual expertise in finance and sustainability?
The question of whether to appoint trustees with dual expertise—specifically in both finance and sustainability—is increasingly relevant as estate planning …
Advisable Trust Lawyers
I need an awesome probate attorney near Spring Valley in San Diego, Ca. If I were you, I would look …
Valued Estate Attorney Chula Vista
Are irrevocable trusts worth it? Irrevocable trusts are an important tool in many people’s estate plan. They can be used …
Comprehensive Trust Attorney Vista
Individuals have various reasons for planning an estate, such as preserving family wealth, providing for a surviving spouse and children, …