What reports are trustees required to make?
As a San Diego estate planning attorney, I frequently encounter questions about the responsibilities of trustees, and a core component …
Can I restrict trust investments to U.S.-based companies?
As an estate planning attorney in San Diego, I often receive questions about the flexibility offered within a trust, and …
Can my trust be sued?
Yes, a trust, despite its perceived protective nature, can absolutely be sued, and understanding the potential liabilities is crucial for …
Can the trust prohibit donations to political campaigns?
The question of whether a trust can prohibit donations to political campaigns is complex, navigating the intersection of personal values, …
Can I convert a revocable trust to an irrevocable trust?
The question of converting a revocable trust to an irrevocable trust is a common one for estate planning clients, and …
Can I allocate funds for future family-run cooperative businesses?
The question of allocating funds for future family-run cooperative businesses within an estate plan is a nuanced one, blending legal …
Can I allocate different spending categories with varying degrees of access control?
The question of allocating different spending categories with varying degrees of access control within a trust is a common one …
Can I allocate a portion of my business succession plan to a CRT?
The integration of a Charitable Remainder Trust (CRT) into a business succession plan is a sophisticated strategy offering a blend …
Can I add provisions for digital backup and archiving of trust documents?
The modern world is increasingly digital, and estate planning must adapt. Traditionally, trust documents were stored as physical copies in …
Can I add employment clauses to disbursement criteria?
The question of incorporating employment clauses into disbursement criteria within a trust is a complex one, frequently encountered by estate …