How do I explain the trust’s purpose to family members?
Communicating the purpose of a trust to family members can be a delicate process, often fraught with misunderstandings and emotional …
Point Loma Estate Planning Law
Can I specify how trust-owned property is to be maintained?
As a San Diego estate planning attorney, I often encounter clients wanting to ensure their assets are not only passed …
Can the CRT be designed for phased income beneficiary transitions?
Certainly, a Charitable Remainder Trust (CRT) can absolutely be designed to facilitate phased income transitions for beneficiaries, offering a flexible …
Can I set aside part of the trust for an emergency pandemic response?
The question of allocating trust funds for unforeseen emergencies, such as a pandemic, is increasingly relevant in today’s world, and …
Can I establish rules for sustainability ratings of trust investments?
As a fiduciary, and particularly when managing trust investments, the question of incorporating Environmental, Social, and Governance (ESG) factors, and …
Can I include a clause that the charity must meet diversity benchmarks?
The question of incorporating diversity benchmarks into charitable trust provisions is increasingly prevalent as grantors seek to align their philanthropic …
Can I include a clause allowing the trustee to withhold distributions?
The question of granting a trustee discretion to withhold distributions from a trust is a common one, and absolutely, a …
Can I incentivize entrepreneurship among younger generations?
The question of fostering entrepreneurial spirit in younger generations is critical for sustained economic growth and innovation. Many factors contribute …
Can I Implement a Trust Blackout Period During Family Litigation?
Navigating family disputes is challenging enough, but when those disputes involve trusts – and the assets held within them – …
Can I Give Trustees Flexibility to Delay Distributions During Recessions?
The question of granting trustees discretion to adjust distributions during economic downturns, like recessions, is a frequently asked one by …