What is a letter of intent and should I include one with my trust?
A letter of intent, often referred to as a “LOI”, is a non-binding document that outlines your wishes regarding the …
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Can I allow beneficiaries to vote on major trust investment decisions?
The question of whether to allow beneficiaries to vote on major trust investment decisions is a complex one, often debated …
Is a living trust worth it for small estates?
The question of whether a living trust is worthwhile for smaller estates is a common one, and the answer isn’t …
Can I automatically allocate unused distributions to impact investment funds?
The question of automatically allocating unused distributions to impact investment funds is becoming increasingly popular as individuals and families seek …
Can I specify that distributions only occur after net-worth milestones?
The question of whether you can structure trust distributions tied to net-worth milestones is a common one, and the answer …
Can I require carbon footprint reduction goals for real estate use?
The increasing awareness of climate change and its impact is driving a shift towards sustainability in all sectors, including real …
Can the trust require trustees to take continuing legal or fiduciary education?
Absolutely, a trust document can, and often should, require trustees to participate in continuing legal or fiduciary education to ensure …
Can I tie trust distributions to generational carbon footprint goals?
The idea of incorporating environmental or social goals into trust distributions is gaining traction, reflecting a shift towards values-based estate …
How can the trust be coordinated with a benefits eligibility review?
Coordinating a trust with a benefits eligibility review—particularly for needs-based government assistance like Medicaid or Supplemental Security Income (SSI)—is a …
Can I require a trustee to consult with specific professionals annually?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their trusts are administered with …