Can I name multiple charities as remainder beneficiaries?
Yes, you absolutely can name multiple charities as remainder beneficiaries in your estate plan, a strategy that allows you to …
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Can I assign a temporary trustee if the primary is unavailable?
The question of whether you can assign a temporary trustee when your primary trustee is unavailable is a common one …
Can I structure the trust to support cooperative housing for beneficiaries?
Establishing a trust to facilitate cooperative housing for beneficiaries is a nuanced but increasingly relevant area of estate planning, blending …
Can the trust distribute funds for weddings or milestones?
The question of whether a trust can distribute funds for weddings or other significant life milestones is a common one …
Can I fund open-source legacy projects with estate funds?
The question of whether one can fund open-source legacy projects with estate funds is increasingly relevant as digital assets become …
Can I automatically allocate unused distributions to impact investment funds?
The question of automatically allocating unused distributions to impact investment funds is a growing area of interest for estate planning, …
Can I require a co-signer for large distributions?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to protect their beneficiaries and ensure funds …
Can a testamentary trust support specific medical needs?
A testamentary trust, established through a will and taking effect after death, is a powerful tool for providing for loved …
Can I set up a testamentary trust for minor children?
Yes, establishing a testamentary trust for minor children is a common and effective estate planning strategy, offering a way to …
Can the trust provide technology grants to beneficiaries for accessibility needs?
As an estate planning attorney in San Diego, I often encounter clients wanting to ensure their legacies extend beyond financial …