Can I direct part of the trust to fund internships for beneficiaries’ children?
Absolutely, a trust can be structured to allocate funds for specific purposes, and funding internships for beneficiaries’ children is a …
Point Loma Estate Planning Law
Can I mandate trustee meetings with beneficiaries?
As an estate planning attorney in San Diego, I frequently encounter questions about the balance of power between trustees and …
Can I assign generational financial literacy benchmarks to the trust?
The concept of embedding financial literacy benchmarks within a trust is increasingly relevant, particularly as wealth transfer accelerates between generations …
Can I require a formal needs assessment to update trust goals?
Establishing and maintaining a trust is not a one-time event; it’s a dynamic process that should evolve alongside your life …
How are trust assets divided after my death?
The division of trust assets after your death is a carefully orchestrated process, dictated by the terms of the trust …
Can the trust invest in community-driven capital projects that support heirs’ beneficiaries’ neighborhoods?
The question of whether a trust can invest in community-driven capital projects that benefit the neighborhoods of its heirs is …
Can the trust include provisions for donating unused assets to charity after a certain time?
Absolutely, a trust can absolutely include provisions for donating unused assets to charity after a certain time, and this is …
Can the trust include goals related to environmental or social values?
Absolutely, trusts are becoming increasingly sophisticated tools, extending far beyond simply managing financial assets for beneficiaries. Modern trust law readily …
Can the trust include digital voting rights for beneficiaries on advisory decisions?
The modern estate planning landscape, particularly with the rise of digital assets and a growing desire for beneficiary involvement, is …
Can the trust include an honor code for intergenerational collaboration?
The concept of embedding an honor code within a trust, specifically to foster intergenerational collaboration, is increasingly relevant as wealth …