Can a trustee be required to pass ethics exams at intervals?
The question of whether a trustee can – or should – be required to pass ethics exams at intervals is …
Point Loma Estate Planning Law
Can the trust pay for telehealth subscriptions or virtual care platforms?
The question of whether a trust can cover telehealth subscriptions or virtual care platforms is increasingly relevant as digital healthcare …
Can the trust support local transportation card reloading?
The question of whether a trust can support local transportation card reloading, like those used for buses, trains, or subways, …
Can I ensure multigenerational feedback loops in estate planning?
Estate planning isn’t just about distributing assets after one’s passing; it’s about fostering a continuing dialogue about values, wealth, and …
What are common mistakes when creating a trust?
Creating a trust can seem daunting, but it’s a powerful tool for managing and distributing assets, ensuring your wishes are …
Can I revoke a testamentary trust by writing a new will?
The question of whether you can revoke a testamentary trust by simply writing a new will is a common one …
Can I restrict use of funds for private jets or luxury expenses?
The question of whether you can restrict the use of trust funds for items like private jets or extravagant luxury …
Can I restrict trust purchases to avoid unethical supply chains?
The question of aligning your trust’s investments with ethical considerations, specifically concerning supply chain practices, is increasingly prevalent. Traditionally, trusts …
Can I restrict the use of the charitable remainder to a specific department within a charity?
The question of whether you can restrict the use of a charitable remainder to a specific department within a charity …
Can I restrict purchases during active military service?
The question of restricting purchases, specifically regarding trusts and estate planning, during active military service is a crucial one, often …