Can I set up recurring distributions for a cause I care about?
The question of whether you can establish recurring distributions to support a charitable cause you’re passionate about is a common …
Point Loma Estate Planning Law
Can I set up a trust that continues for generations?
The concept of establishing a trust that endures for multiple generations, often referred to as a “dynasty trust” or a …
Can I set up a travel allowance for multiple heirs using trust funds?
The question of whether you can establish a travel allowance for multiple heirs using trust funds is a common one, …
Can I set up a charitable remainder trust as part of a divorce settlement?
The intersection of divorce settlements and charitable remainder trusts (CRTs) presents a unique, yet increasingly common, estate planning challenge. While …
Can I set milestone-based investment releases?
The concept of releasing investment funds based on achieved milestones within a trust is a frequently discussed topic with clients …
Can I set guidelines for managing inherited rental properties?
Inheriting rental properties presents a unique blend of opportunity and responsibility. While receiving an asset is beneficial, effectively managing it …