Can I require publishing a family history project?
The desire to preserve and share family legacies is a deeply human one, and increasingly, clients are asking if estate …
Point Loma Estate Planning Law
Can the bypass trust be designed to support conservation efforts?
The bypass trust, a powerful tool within estate planning, isn’t just about tax efficiency; it can be a surprisingly effective …
Can I include legacy media projects, like books or documentaries, in the trust?
Absolutely, legacy media projects like books, documentaries, music catalogs, or even film rights can and often *should* be included in …
Can I require a trustee to invest in bonds over stocks?
As a San Diego estate planning attorney, I frequently encounter questions regarding the powers and limitations of trustees, and whether …
Can I use a trust to manage natural resources sustainably?
The question of whether a trust can be utilized to manage natural resources sustainably is becoming increasingly relevant as environmental …
Can I Provide Investment Matching Contributions to Heirs’ Retirement Accounts?
The question of whether you can provide investment matching contributions to heirs’ retirement accounts is complex and touches upon estate …
Can I provide for periodic lump-sum gifts in addition to ongoing income?
The question of incorporating both periodic lump-sum gifts and ongoing income distributions within a trust is a common one for …
Can I provide bonuses from the trust for milestones like home ownership?
The question of distributing trust assets for specific life milestones, such as assisting a beneficiary with a down payment on …
Can I protect foreign-held assets through U.S.-based estate planning?
The question of whether U.S.-based estate planning can effectively shield assets held in foreign jurisdictions is a complex one, requiring …
Can I prohibit use of trust funds for legal battles between beneficiaries?
The question of whether you can prohibit the use of trust funds for legal battles between beneficiaries is a common …