Can a testamentary trust support adult children with special needs?
Yes, a testamentary trust can be a powerful tool to support adult children with special needs, offering continued care and …
Point Loma Estate Planning Law
Can I prohibit liquidation of certain legacy assets?
The question of whether you can prohibit the liquidation of specific legacy assets within an estate plan is a common …
Can a CRT support sustainable agriculture projects?
Community Reinvestment Trusts (CRTs), traditionally focused on local economic development, are increasingly being explored as vehicles to fund sustainable agriculture …
Can I create sub-trusts based on family branches?
Absolutely, establishing sub-trusts within a larger family trust is a common and effective estate planning strategy, particularly for families with …
Can I require dispute resolution by arbitration or mediation?
Yes, you absolutely can, and increasingly, including provisions for alternative dispute resolution (ADR) like arbitration or mediation in your estate …
Can the trust mandate shared expenses among siblings for joint assets?
The question of whether a trust can mandate shared expenses among siblings for joint assets is a common one, particularly …
Can the trust limit ownership in leveraged ETFs?
The question of whether a trust can limit ownership in leveraged Exchange Traded Funds (ETFs) is a complex one, often …
Can the trust invest in mission-aligned cooperatives?
The question of whether a trust can invest in mission-aligned cooperatives is a surprisingly nuanced one, falling squarely within the …
Can the trust include reentry planning from an institution or hospital stay?
The question of whether a trust can encompass reentry planning following a stay in an institution or hospital is a …
Can the trust include instructions to avoid environmentally harmful investments?
The question of incorporating environmental, social, and governance (ESG) factors, and specifically avoiding environmentally harmful investments, within a trust is …