Can I require annual submission of personal development plans?
The question of whether you can require annual submission of personal development plans, within the context of estate planning, seems …
Point Loma Estate Planning Law
What are the reporting requirements for high-value trusts?
High-value trusts, those generally exceeding $5 million in assets, are subject to increasingly complex reporting requirements designed to ensure tax …
Can a testamentary trust provide startup capital for businesses?
Testamentary trusts, established through a will and taking effect after death, offer a surprisingly flexible tool that *can* indeed provide …
Can I include my digital legacy in the testamentary trust?
The question of incorporating a digital legacy into a testamentary trust is increasingly relevant in our modern, interconnected world; as …
Can I require the trustee to consider beneficiaries’ financial need?
The question of whether you can require a trustee to consider beneficiaries’ financial need when distributing assets from a trust …
Can a testamentary trust be used in high net worth estate planning?
Testamentary trusts, established within a will and taking effect after death, are indeed a powerful tool in high net worth …
Can a testamentary trust be structured as a cooperative?
The intersection of testamentary trusts and cooperative structures is a fascinating, though relatively unexplored, area of estate planning. Generally, a …
Can a testamentary trust be converted to a public trust after a set period?
The question of converting a testamentary trust to a public trust after a designated period is a complex one, deeply …
Can a testamentary trust apply to out-of-state property?
The question of whether a testamentary trust, created within a will, can effectively govern property located in another state is …
Can a special needs trust support vehicle adaptation evaluations?
The question of whether a special needs trust (SNT) can support vehicle adaptation evaluations is a common one for families …