How do I retitle my investment accounts to my trust?
Retitling investment accounts to your trust is a crucial step in solidifying your estate plan, ensuring a smooth transfer of …
Can I allocate a portion of the trust to social impact investing?
The question of incorporating social impact investing into a trust is becoming increasingly prevalent as beneficiaries seek to align their …
Can I fund a special needs trust with stocks or bonds?
Yes, absolutely, a special needs trust can be funded with a variety of assets, including stocks, bonds, mutual funds, and …
Can the remainder interest be split among different nonprofit functions?
The question of whether a remainder interest in a charitable remainder trust can be split among different nonprofit functions is …
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 …
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 …
Who Should I Trust To Get My Estate Plan Done Right
My heart pounded as I stared at the stack of legal documents on my kitchen table. Probate court loomed, threatening …