Can I embed climate-conscious investing in my estate structure?
The question of aligning your financial legacy with your values, specifically regarding climate change, is increasingly relevant for estate planning …
Point Loma Estate Planning Law
Do I need to re-notarize changes made to the trust?
The question of whether you need to re-notarize changes made to a trust is a common one, and the answer …
Can a trust subsidize caregiver backup support?
The question of whether a trust can subsidize caregiver backup support is increasingly relevant as the population ages and the …
Can I require oversight of financial behavior before disbursing major gifts?
Yes, absolutely, and it’s a surprisingly common request, and a very prudent one, particularly when dealing with substantial gifts to …
What are the duties of a successor trustee?
Becoming a successor trustee is a significant responsibility, demanding careful attention to legal and financial obligations. It’s a role many …
Can a trust restrict ownership of weapons or firearms?
The question of whether a trust can restrict ownership of weapons or firearms is a surprisingly common one, particularly in …
Can a trust require financial reporting by beneficiaries?
The question of whether a trust can require financial reporting from its beneficiaries is a common one, especially as trusts …
Can a trust provide support for gender-affirming care?
The question of whether a trust can provide support for gender-affirming care is increasingly relevant as legal landscapes evolve and …
Can a trust provide gap-year stipends with specific goals?
The question of whether a trust can provide gap-year stipends with specific goals is a surprisingly common one, especially among …
Can a trust provide a stipend for healthy food access?
The question of whether a trust can provide a stipend for healthy food access is increasingly relevant in today’s society, …