Can I prevent a beneficiary from spending irresponsibly?
As an estate planning attorney in San Diego, I often encounter concerned parents and grandparents worried about how their beneficiaries …
Point Loma Estate Planning Law
Can I direct annual donations to community organizations I support?
Yes, you absolutely can direct annual donations to community organizations you support, and estate planning offers a powerful vehicle to …
Is an irrevocable trust safe from lawsuits?
The question of whether an irrevocable trust truly shields assets from lawsuits is complex, and the answer isn’t a simple …
Is it possible to create a tiered system of beneficiaries within a testamentary trust?
Yes, it is absolutely possible, and often advantageous, to create a tiered system of beneficiaries within a testamentary trust, allowing …
Can I use my estate to establish an annual community event?
The question of utilizing estate assets to fund an ongoing community event, like an annual festival or scholarship program, is …
Can I assign an environmental officer to manage eco-terms in a trust?
The question of assigning an environmental officer to manage ecological terms within a trust is increasingly relevant as concerns about …
Can I assign a mentorship panel to oversee distributions to younger heirs?
The question of how to responsibly distribute assets to younger heirs is a common concern for trust creators, and assigning …
Can I assign a CRT’s income interest to a different trust?
The question of whether you can assign a Charitable Remainder Trust (CRT)’s income interest to a different trust is complex, …
Can I appoint more than one trustee for a testamentary trust?
The question of whether you can appoint multiple trustees for a testamentary trust, a trust created through your will, is …
Can I appoint an independent investment advisor for the trust?
Establishing a trust is a significant step in estate planning, allowing individuals to dictate how their assets are managed and …