Can I require heirs to complete financial counseling before inheriting?
The question of whether you can require heirs to complete financial counseling before receiving an inheritance is increasingly common, reflecting …
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Can a testamentary trust provide matching grants for educational expenses?
Testamentary trusts, created within a will and taking effect after death, are versatile estate planning tools capable of much more …
Can I provide guidance for social media memorialization of my life?
The question of what happens to our digital lives after we’re gone is increasingly relevant in today’s world, and yes, …
Can I require financial counseling for beneficiaries before distribution?
The question of whether you can require financial counseling for beneficiaries before the distribution of assets from a trust or …
Can I add employment clauses to disbursement criteria?
The question of incorporating employment clauses into disbursement criteria within a trust or estate plan is a complex one, often …
Can the trust distribute income to an S corporation beneficiary?
The question of whether a trust can distribute income to an S corporation beneficiary is complex, deeply rooted in tax …
Can the trust cover mobile medical alert subscriptions?
As an estate planning attorney in San Diego, I frequently get questions about the scope of what a trust can …
What is the rule against perpetuities and how does it apply to trusts?
The Rule Against Perpetuities (RAP) is a notoriously complex legal principle, originating in English common law, designed to prevent property …
What is an irrevocable trust?
An irrevocable trust, in its simplest form, is a powerful estate planning tool where assets are transferred out of your …
How do I navigate the resolution process for a trust issue?
The phone slipped from my clammy hand, clattering onto the hardwood floor. My aunt Margaret’s voice, usually so vibrant and …