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, …
Point Loma Estate Planning Law
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 …
Can I fund legacy media or film documentation about family history?
The desire to preserve family history is a deeply human one, and increasingly, individuals are looking beyond traditional methods like …
Can I fund apprenticeships through the trust?
The question of whether a trust can fund apprenticeships is a common one for Ted Cook, a trust attorney in …
Can I fund a time capsule or archive project through the estate?
The notion of preserving memories and knowledge for future generations is a powerful one, and many individuals contemplate funding long-term …
Can I fund a CRT with S corporation stock without disqualifying the trust?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for life or a …
Can I fund a charitable remainder trust with real estate?
The question of whether one can fund a charitable remainder trust (CRT) with real estate is a common one, especially …