Can the trust support enrollment in a mentoring program?
The question of whether a trust can support enrollment in a mentoring program is multifaceted, hinging on the trust’s specific …
Point Loma Estate Planning Law
Can I ban trust investment in certain countries or sectors?
As an estate planning attorney in San Diego, I often field questions about the flexibility trusts offer, and clients are …
Can a trust require beneficiaries to learn the family history?
The idea of embedding educational or behavioral requirements within a trust document, such as mandating beneficiaries learn family history, is …
Can a bypass trust require diversity in professional advisors selected by trustees?
The question of whether a bypass trust can *require* diversity in the professional advisors selected by trustees is complex, intertwining …
Can I create an opt-in system for extended family to benefit from the trust?
The question of including extended family in a trust, and structuring an “opt-in” system for their benefit, is a common …
Can I appoint different trustees for different testamentary trusts?
The question of whether you can appoint different trustees for different testamentary trusts is a common one for individuals engaging …
Can I appoint an academic dean to oversee educational funding compliance?
The question of whether you can appoint an academic dean to oversee educational funding compliance is complex, and the answer …
Can I appoint a different trustee for digital and physical assets?
The question of whether you can appoint different trustees for digital and physical assets within a trust is a common …
Can I Allow Trust Disbursements to Cover Personal Development Courses?
The question of whether trust disbursements can cover personal development courses is a surprisingly common one, particularly in San Diego …
Can I allow the trust to match earned income of a beneficiary?
The question of whether a trust can match the earned income of a beneficiary is a common one, particularly for …