Can the trust prioritize income generation over asset growth?
Absolutely, a trust can be specifically designed to prioritize income generation over aggressive asset growth, and this is a common …
Point Loma Estate Planning Law
Can I create an estate-run mentorship program for heirs?
The idea of weaving mentorship into the fabric of estate planning is gaining traction, particularly amongst high-net-worth families in San …
Can I use a testamentary trust to leave behind a financial legacy plan?
A testamentary trust, established within a will, offers a powerful mechanism to shape and sustain a financial legacy long after …
Can a special needs trust fund a financial contingency planning course?
The question of whether a Special Needs Trust (SNT) can fund a financial contingency planning course is a nuanced one, …
Can I create a testamentary trust for non-family members?
Yes, you absolutely can create a testamentary trust for non-family members, although it requires careful consideration and planning to ensure …
Can I designate a trustee who is not a family member?
The question of whether you can designate a trustee who isn’t a family member is a common one for those …
Can I designate a financial coach to work with beneficiaries?
The question of whether you can designate a financial coach to work with beneficiaries of a trust is a common …
Can I designate a communications officer within the trustee team?
The question of designating a communications officer within a trustee team is an increasingly relevant one, particularly as trusts become …
Can I delay inheritance until the beneficiary becomes a parent?
The question of delaying inheritance until a beneficiary becomes a parent is a fascinating one, and increasingly common as estate …
Can I delay distributions from the bypass trust until a specific age?
The question of delaying distributions from a bypass trust – also known as a credit shelter trust or a family …