Can I set rules around how frequently beneficiaries can request funds?
Estate planning, particularly when involving trusts, often extends beyond simply distributing assets after one’s passing. A key consideration for many …
San Diego County
Can I set limits on how the surviving spouse may use trust income?
The question of controlling how a surviving spouse utilizes trust income is a common one for estate planning attorneys like …
Can I set expiration terms for unused inheritance portions?
The question of whether you can set expiration terms for unused portions of an inheritance is complex, and the answer …
Can I set charitable matching contribution policies for beneficiaries?
The question of incorporating charitable matching contribution policies within a trust is gaining traction as estate planning increasingly reflects philanthropic …
Can I set aside funds specifically for my descendants’ weddings?
The question of pre-funding future wedding expenses for descendants is a common one, and thankfully, estate planning tools offer several …
Can I set a trust expiration date based on external events?
The question of whether a trust can terminate based on external events is a common one for estate planning attorneys …
Can I set a CRT to automatically renew charitable terms every generation?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …