Can I structure a tiered inheritance model tied to personal growth metrics?
The question of structuring an inheritance based on personal growth metrics is gaining traction, reflecting a desire among estate planners …
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Can I limit or ban social media usage for trustees?
The question of whether to limit or ban social media usage for trustees is becoming increasingly relevant in modern estate …
Do I need to update my trust if I move states?
Relocating can be an exciting chapter in life, but it also necessitates a review of crucial legal documents, particularly your …
Can a trustee resign voluntarily?
Yes, a trustee can generally resign voluntarily, but it’s not quite as simple as just handing in a letter; there …
Can I put intellectual property royalties into a trust?
Yes, you absolutely can, and often should, place intellectual property (IP) royalties into a trust as part of a comprehensive …
Can I add a charitable lead trust after my CRT ends?
The question of layering charitable trusts—specifically, establishing a Charitable Remainder Trust (CRT) followed by a Charitable Lead Trust (CLT)—is a …
Can I require a beneficiary to meet certain educational achievements?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to incentivize positive life choices through their …
How does a testamentary pet trust work?
A testamentary pet trust is created within a will, becoming effective only upon the grantor’s death, and is designed to …
Can the CRT fund a museum wing or gallery space in my name?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a special needs trust fund sensory backpacks for travel?
Navigating travel with a loved one who has special needs often presents unique challenges, and ensuring their comfort and well-being …