Can the trust fund communication devices or apps?
The question of whether a trust fund can be used to fund communication devices or apps—smartphones, tablets, data plans, and …
Can I require dispute resolution by arbitration or mediation?
Yes, you absolutely can require dispute resolution by arbitration or mediation, and it’s becoming increasingly common in estate planning to …
Can a special needs trust fund long-term storage of medical records?
The question of whether a special needs trust (SNT) can fund the long-term storage of medical records is multifaceted, requiring …
Can I create an ethical will alongside my legal estate plan?
An ethical will, also known as a legacy letter, is a powerful document that complements a traditional legal estate plan, …
Can a trust limit how much can be withdrawn annually?
Yes, a trust can absolutely limit how much can be withdrawn annually, and this is a very common and important …
Can I provide incentives for heirs who serve on nonprofit boards?
The question of whether to incentivize heirs for serving on nonprofit boards is a complex one, steeped in legal and …
Can I prioritize certain beneficiaries based on need?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their assets are distributed not …
What happens if trust assets lose value?
The fluctuation of asset values within a trust is a common concern for beneficiaries and trustees alike, and understanding how …
Can a trust be restructured later if laws change?
The flexibility of a trust to adapt to changing laws and circumstances is a crucial aspect of estate planning, and …
How do I reduce liability when handling a high-value estate?
The antique mahogany desk gleamed under the chandelier, stacks of documents piled precariously beside it. My grandmother’s will, brittle with …