Should I include trust reviews in my financial planning schedule?
Integrating regular trust reviews into your financial planning schedule is not merely advisable—it’s essential for safeguarding your assets and ensuring …
Point Loma Estate Planning Law
Can I require trustees to follow an ESG scoring system for investments?
The question of whether you can require trustees to follow an ESG (Environmental, Social, and Governance) scoring system for investments …
Can a special needs trust pay for a caregiver?
The question of whether a special needs trust (SNT) can pay for a caregiver is a common one for families …
Can a bypass trust distribute principal to my children?
The question of whether a bypass trust—also known as a completed gift trust or an irrevocable life insurance trust (ILIT)—can …
Can I create a flexible trust that accommodates evolving medical needs?
The question of whether a trust can adapt to changing medical necessities is a critical one for many individuals planning …
Can the trust pay for education expenses?
The question of whether a trust can pay for education expenses is remarkably common for families planning for future generations, …
Can the trust pay for citizenship or immigration legal fees for a beneficiary?
The question of whether a trust can pay for citizenship or immigration legal fees for a beneficiary is a common …
Can the trust pay beneficiaries only through a third-party administrator?
The question of whether a trust can *only* pay beneficiaries through a third-party administrator (TPA) is a nuanced one, heavily …
Can the trust offer technology onboarding support when new tools are introduced?
In the rapidly evolving digital landscape, the question of whether a trust can facilitate technology onboarding support for beneficiaries is …
Can the trust mandate use of sustainable building practices for property renovations?
The question of whether a trust can mandate the use of sustainable building practices during property renovations is increasingly relevant …