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 …
Point Loma Estate Planning Law
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 …
Can I give my executor instructions about my digital devices?
The question of what happens to our digital lives after we’re gone is increasingly relevant in today’s world. Many people …