Can a trust include instructions for charitable volunteering?
Absolutely, a trust can indeed include instructions for charitable volunteering, extending beyond simply donating assets to actively directing how future …
Point Loma Estate Planning Law
Can I include a sunset clause for the trust?
A sunset clause, also known as a termination clause, is a provision within a trust document that dictates when the …
Can I establish conditions for reinvesting distributions?
Absolutely, establishing conditions for reinvesting distributions from a trust is a common and often crucial aspect of comprehensive estate planning, …
Can a trust limit environmental impact of its investments?
The question of whether a trust can limit the environmental impact of its investments is gaining increasing prominence as both …
Can I stagger trust distributions over decades?
Yes, absolutely, strategically staggering trust distributions over decades is not only possible but often a cornerstone of effective estate planning, …
Can the trust cover membership dues for disability support organizations?
The question of whether a trust can cover membership dues for disability support organizations is a common one for Ted …
Can the trust contribute to an ABLE account?
The question of whether a trust can contribute to an ABLE (Achieving a Better Life Experience) account is complex, yet …
Can the trust be used to transfer family heirlooms and collectibles?
The question of whether a trust can be used to transfer family heirlooms and collectibles is a very common one …
Can the trust be used to pay taxes owed by the beneficiary?
The question of whether a trust can be used to pay taxes owed by a beneficiary is complex and hinges …
Can the trust be used to create documentary or archive projects?
Establishing a trust is often considered for wealth preservation and estate planning, but its utility extends far beyond simple asset …