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 …
Communicating the purpose of a trust to family members can be a delicate process, often fraught with misunderstandings and emotional …
As a San Diego estate planning attorney, I often encounter clients wanting to ensure their assets are not only passed …
Certainly, a Charitable Remainder Trust (CRT) can absolutely be designed to facilitate phased income transitions for beneficiaries, offering a flexible …
The question of allocating trust funds for unforeseen emergencies, such as a pandemic, is increasingly relevant in today’s world, and …
As a fiduciary, and particularly when managing trust investments, the question of incorporating Environmental, Social, and Governance (ESG) factors, and …
The question of incorporating diversity benchmarks into charitable trust provisions is increasingly prevalent as grantors seek to align their philanthropic …
The question of granting a trustee discretion to withhold distributions from a trust is a common one, and absolutely, a …
The question of fostering entrepreneurial spirit in younger generations is critical for sustained economic growth and innovation. Many factors contribute …
Navigating family disputes is challenging enough, but when those disputes involve trusts – and the assets held within them – …
The question of granting trustees discretion to adjust distributions during economic downturns, like recessions, is a frequently asked one by …