Can I allow flexibility in my trust for unforeseen future events?
The creation of a trust is often viewed as a static act—a firm declaration of how assets should be managed …
Point Loma Estate Planning Law
Can I Allow Beneficiaries to Vote on Major Trust Investment Decisions?
The question of allowing beneficiaries to participate in major trust investment decisions is surprisingly complex, intertwining legal considerations, practical realities, …
Can I allow a philanthropic adviser to recommend charitable distributions?
The question of whether you can allow a philanthropic advisor to recommend charitable distributions from your trust is a common …
Can I allocate investment performance bonuses to a CRT trustee?
The question of whether you can allocate investment performance bonuses to a Charitable Remainder Trust (CRT) trustee is complex and …
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 critical one, …
Can I allocate a portion of the trust to social impact investing?
The question of incorporating social impact investing into a trust is becoming increasingly common as beneficiaries and settlors alike prioritize …