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 …
Point Loma Estate Planning Law
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 …
Can I fund a testamentary trust with life insurance?
The intersection of testamentary trusts and life insurance is a powerful estate planning tool, offering a means to provide for …
Can I fund a CRT with the proceeds from the sale of a vacation home?
The question of whether one can fund a Charitable Remainder Trust (CRT) with the proceeds from the sale of a …
Can I fund a CRT through a charitable installment sale?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a set period, …
Can I fund a bypass trust with qualified retirement plan assets?
The question of whether you can fund a bypass trust—also known as a credit shelter trust or a B trust—with …
Can I Freeze Distributions During Criminal Investigations?
The question of whether distributions from a trust can be frozen during a criminal investigation is complex, hinging on numerous …