Can I require the charity to provide program-specific updates to my heirs?
Planning to leave a legacy through charitable giving is a wonderful way to ensure your values continue after you’re gone, …
Can I impose audit committee reviews for trustee choices?
The question of incorporating audit committee reviews into the selection of trustees is gaining traction, particularly for larger estates or …
Can I exclude heirs who refuse arbitration agreements?
The question of excluding heirs who refuse to sign arbitration agreements is a complex one, deeply rooted in estate planning …
Can a special needs trust fund job-site evaluations for accessibility?
The question of whether a special needs trust can fund job-site evaluations for accessibility is a multifaceted one, deeply intertwined …
How are natural disasters accounted for in trust-held real estate insurance?
As a San Diego estate planning attorney, I frequently encounter concerns about protecting assets held in trust, particularly real estate, …
Can a trust provide matching contributions to a budgeting app?
The question of whether a trust can provide matching contributions to a budgeting app is a surprisingly nuanced one, touching …
Can I incentivize residency in underserved areas through inheritance boosts?
The idea of using inheritance as a lever to encourage professionals – doctors, teachers, nurses, and other vital personnel – …
Can I use a trust to manage assets for my children?
Absolutely, a trust is a powerful tool to manage assets for your children, offering a level of control and protection …
Can I include performance benchmarks for trust investments?
As a San Diego estate planning attorney, I frequently encounter clients unsure about how to evaluate the success of their …
What’s the temporary solution for fixing a broken estate plan near me?
The phone rang, jarring Martha from her afternoon nap. It was her sister, Susan, her voice laced with panic. “Martha, …