Can I embed lifetime caps for individual beneficiaries?
The question of embedding lifetime caps for individual beneficiaries within a trust is a common one, particularly for clients of …
Point Loma Estate Planning Law
Can I Donate Timberland or Mineral Rights to a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive an immediate income tax deduction, …
Can I Disqualify Heirs Based on Conflicts with Community Goals?
The question of whether you can disqualify heirs based on conflicts with your community goals is complex and touches upon …
Can I disinherit someone by omission in the trust?
The question of whether you can disinherit someone simply by not including them in your trust is a surprisingly common …
Can I direct the trust to maintain ownership of certain legacy assets?
The question of directing a trust to maintain ownership of legacy assets—those cherished possessions, family heirlooms, or historically significant items—is …
Can I direct that trust assets not be sold under any circumstances?
The question of whether you can absolutely prohibit the sale of trust assets is a common one for individuals working …