Can I prohibit use of trust funds for legal battles between beneficiaries?
The question of whether a trust can prohibit the use of trust funds to cover legal fees incurred during disputes …
Point Loma Estate Planning Law
Can I allow beneficiaries to waive their share in favor of others?
The question of whether beneficiaries can waive their share of an inheritance in favor of others is a common one, …
What happens to the trust if I become mentally incapacitated?
A trust’s resilience during mental incapacitation is a cornerstone of estate planning, offering a seamless transition of asset management without …
Can I include usage logs as part of trust reporting?
The question of whether usage logs can be included as part of trust reporting is complex, hinging on the specific …
Can I name guardians for minor beneficiaries in the trust?
Absolutely, naming guardians for minor beneficiaries within a trust is not only possible but a crucial aspect of comprehensive estate …
Can I cap trustee compensation to a set percentage of trust income?
The question of capping trustee compensation, specifically to a percentage of trust income, is a surprisingly common one for Ted …
Can I cap legal fees paid from trust assets?
The question of capping legal fees paid from trust assets is a common one for beneficiaries and trustees alike, particularly …
Can I Build Succession Planning Triggers into the Trust?
Succession planning, the process of preparing for the transfer of leadership or ownership, is often associated with businesses, but it’s …
Can I build in mechanisms to prevent concentration of power in one trustee?
The concentration of power in a single trustee, while sometimes unavoidable, can present risks to the effective administration of a …
Can I build credit score improvement incentives into the trust?
The idea of incentivizing credit score improvement within a trust is a fascinating, albeit complex, one. While trusts are traditionally …