Can the trust fund development of renewable energy tech by beneficiaries?
The question of whether a trust fund can be used to develop renewable energy technology by its beneficiaries is a …
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Can I allocate funds in the trust for family reunions?
Absolutely, allocating funds within a trust for family reunions is not only permissible but can be a wonderful way to …
Can a special needs trust support home-based medical services?
Navigating the complexities of providing care for a loved one with special needs requires careful financial and legal planning, and …
Can I fund a bypass trust with a promissory note?
The question of whether a bypass trust—also known as a credit shelter trust—can be funded with a promissory note is …
Can I require digital receipts for all disbursements?
As an estate planning attorney in San Diego, I frequently encounter questions about modernizing estate administration, and the move toward …
Can I require heirs to complete financial counseling before inheriting?
Yes, it is absolutely possible to require heirs to complete financial counseling before they receive their inheritance, and it’s becoming …
Can a testamentary trust provide matching grants for educational expenses?
Yes, a testamentary trust can absolutely be structured to provide matching grants for educational expenses, offering a powerful tool for …
Can I provide guidance for social media memorialization of my life?
The question of what happens to our digital lives after we’re gone is increasingly relevant, as more and more of …
Can I require financial counseling for beneficiaries before distribution?
As an estate planning attorney in San Diego, I frequently encounter situations where clients are concerned about how their beneficiaries …
Who should I hire for estate planning lawyer near me?
The phone slipped from her grasp, clattering onto the hardwood floor. Tears welled up in Maria’s eyes as she reread …