Can I set up staggered distributions for my children?
Yes, you absolutely can set up staggered distributions for your children through careful estate planning, and it’s often a very …
Point Loma Estate Planning Law
Can I mandate quarterly reports from trustees?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to understand the level of oversight they …
Should I record my trust with the county?
The question of whether to record a trust with the county recorder’s office is a common one for clients of …
How is “reasonable” trustee compensation determined by law?
Determining reasonable compensation for a trustee is a complex legal matter, heavily influenced by state law, the size and complexity …
What is the difference between a testamentary trust and a living will?
A testamentary trust and a living will are both crucial components of comprehensive estate planning, yet they serve distinctly different …
Can I set a minimum age for trust fund usage on elective surgery?
The question of setting a minimum age for trust fund usage, specifically for elective surgeries, is a common one faced …
Can I set a cap on annual disbursements from the bypass trust?
The question of capping annual disbursements from a bypass trust, often used in estate planning to minimize estate taxes, is …
Can I schedule reevaluations of trustee fitness every decade?
The question of periodically reevaluating a trustee’s fitness is a crucial one for any grantor establishing a trust. While trusts …
Can I Reward Beneficiaries for Nonprofit Board Service?
The question of whether a nonprofit can reward beneficiaries for serving on its board of directors is complex and fraught …
Can I restrict use of trust funds for gambling or speculative investments?
The question of controlling how beneficiaries utilize trust funds is a common and crucial one for grantors, particularly when concerns …