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 …
Point Loma Estate Planning Law
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 …
Can I prohibit the sale of trust assets outside the family?
The question of restricting the sale of trust assets to only family members is a common concern for grantors establishing …