Can I restrict investment in fossil fuels through the trust?
As a San Diego estate planning attorney, I frequently encounter clients who wish to align their financial holdings with their …
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Can I allocate separate funds for emergencies within the trust?
Establishing a trust is a powerful tool for estate planning, offering control over assets and a streamlined transfer to beneficiaries. …
Can I allocate funds for eco-friendly burial arrangements?
The growing awareness of environmental impact extends even to end-of-life considerations. Increasingly, individuals are seeking “green” or eco-friendly burial options …
Can I allocate digital asset royalties to specific heirs?
The question of allocating digital asset royalties to specific heirs is rapidly becoming more relevant as our lives increasingly exist …
Can I allocate a portion of the trust to social impact investing?
The question of incorporating social impact investing within a trust is becoming increasingly prevalent as beneficiaries and grantors alike seek …
Can I add provisions for stock option transfers upon death?
Estate planning isn’t simply about distributing assets like real estate or bank accounts; it increasingly encompasses more complex holdings like …
Can I add conditions for inheritance like sobriety?
Estate planning, while often focused on the straightforward distribution of assets, frequently delves into more complex considerations, particularly when families …
Can I add accountability milestones for the trustee in a CRT?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools designed to provide income to a beneficiary for a set period …
Can a trustee be instructed to work with specific financial tech platforms?
The question of whether a trustee can be instructed to work with specific financial tech platforms is multifaceted, hinging on …
Can a trust withhold distributions for beneficiaries who declare bankruptcy?
The question of whether a trust can withhold distributions to a beneficiary who declares bankruptcy is complex, hinging on the …