Can I mandate life coaching for young adult beneficiaries?
The question of whether you can mandate life coaching for young adult beneficiaries within a trust is increasingly common, particularly …
Point Loma Estate Planning Law
Can I include power of attorney for financial decisions in my estate plan?
Absolutely, integrating a power of attorney for financial decisions is not only possible but also a vital component of a …
Can I allow discretionary hardship distributions for emergencies?
The question of allowing discretionary hardship distributions for emergencies within a trust or estate plan is a common one, and …
Can a CRT be structured to minimize Unrelated Business Income Tax (UBIT)?
Charitable Remainder Trusts (CRTs) offer a powerful way to achieve both financial and philanthropic goals, but navigating the complexities of …
Can a CRT pay for financial education programs after termination?
Community Reinvestment Trusts (CRTs), designed to address historical redlining and promote economic opportunity, present a unique question when it comes …
Can the trust require that medical debt be prioritized in emergency disbursements?
The question of prioritizing medical debt within a trust’s emergency disbursement clause is a frequently asked one, particularly in San …
Can the trust require quarterly updates to beneficiaries?
The question of whether a trust can require quarterly updates to beneficiaries is a surprisingly common one, and the answer, …
Can the trust require annual community involvement reporting?
The question of whether a trust can require annual community involvement reporting is a fascinating intersection of estate planning, charitable …
Can the Trust Reimburse Family Members for Care Expenses?
The question of whether a trust can reimburse family members for care expenses is a common one, particularly as the …
Can the Trust Provide Support for Learning Entrepreneurial Skills?
The question of whether a trust can fund the development of entrepreneurial skills is increasingly common, particularly as younger generations …