Can I impose audit committee reviews for trustee choices?
The question of incorporating audit committee reviews into the selection of trustees, particularly within the context of trust administration overseen …
Point Loma Estate Planning Law
Can I grant decision-making to a committee rather than a single trustee?
The question of whether you can grant decision-making power to a committee instead of a single trustee is a common …
Can I give my trustee discretion over reallocating unused funds?
The question of granting a trustee discretion over unused trust funds is a common one for those establishing trusts with …
Can I Give Heirs the Option to Delay Their Inheritance for Tax Benefits?
The question of allowing heirs to delay receiving their inheritance is becoming increasingly common, particularly as estate planning becomes more …
Can I fund the trust over time or only at death?
The common misconception surrounding trusts is that they are only effective after one’s passing. This is demonstrably untrue. A properly …
Can I fund disaster insurance or relief plans through a testamentary trust?
The concept of pre-funding disaster relief or insurance through a testamentary trust – a trust created within a will and …