Can I allow for temporary asset freezes during family transitions?
Navigating family transitions, such as divorce, significant financial changes for children, or elder care situations, often necessitates careful consideration of …
Point Loma Estate Planning Law
Can I direct how remaining assets are distributed after the trust ends?
Yes, you absolutely can direct how remaining assets are distributed after the trust ends, and this is a fundamental aspect …
Can the bypass trust hold interests in private equity funds?
The question of whether a bypass trust, also known as a marital trust or A-B trust, can hold interests in …
Can a testamentary trust integrate distributed ledger verification?
The question of integrating distributed ledger technology (DLT), often referred to as blockchain, into testamentary trusts is gaining traction as …
Can I set aside a fund for beneficiaries to collaborate on social impact campaigns?
Absolutely, establishing a fund specifically designated for beneficiaries to collaboratively engage in social impact campaigns is not only possible but …
Can I require the trustee to produce annual “state of the trust” video reports?
The idea of requiring a trustee to provide annual video reports detailing the “state of the trust” is gaining traction …
Can I require the trustee to hire a professional asset manager?
The question of whether you can require a trustee to hire a professional asset manager within a trust is a …
Can I require the trustee to consult a financial advisor?
The question of whether you can require a trustee to consult a financial advisor is a common one, particularly for …
Can I require the trust to hold part of its value in physical gold?
The question of whether a trust can hold physical gold is increasingly common as individuals seek diversification and a hedge …
Can I require that trust-owned businesses remain private?
The desire to maintain privacy surrounding business ownership held within a trust is incredibly common, especially in today’s transparent world. …