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 …
Point Loma Estate Planning Law
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 …
Can I define family voting thresholds for major trust changes?
The question of whether you can define family voting thresholds for major trust changes is a common one for those …