Can my estate plan include a buy-sell agreement for my business?
Absolutely, incorporating a buy-sell agreement into your estate plan is not only possible but often a crucial step for business …
Point Loma Estate Planning Law
What are the risks of using an irrevocable trust?
Irrevocable trusts, while powerful estate planning tools, aren’t without potential downsides; understanding these risks is crucial before committing to this …
Can I establish rotating disbursement privileges among co-beneficiaries?
The question of whether you can establish rotating disbursement privileges among co-beneficiaries is a common one, and the answer is …
Can I convert a CRT into a charitable lead trust if needs change?
The question of converting a Charitable Remainder Trust (CRT) into a Charitable Lead Trust (CLT) arises when circumstances shift, and …
Can the trust fund ongoing maintenance of family heirlooms?
The question of whether a trust fund can cover the ongoing maintenance of family heirlooms is a surprisingly common one, …
Can I require asset diversification within the trust?
Establishing a trust is a significant step in estate planning, and a frequent question arises regarding control over how those …
Can I require annual submission of personal development plans?
The question of whether you can require annual submission of personal development plans, particularly within the context of trust administration …
Can I Require Annual Family Ethics Training for All Beneficiaries?
The question of mandating annual ethics training for trust beneficiaries, while seemingly unconventional, is gaining traction as families recognize the …
Can I require an heir to be part of a collective inheritance council?
The idea of establishing a collective inheritance council within a trust is certainly novel and increasingly relevant as wealth transfers …
Can I require algorithmic audits for investment automation in the trust?
The integration of automated investment strategies, driven by algorithms, within a trust presents both exciting opportunities and crucial considerations for …