Can I reward heirs who participate in restorative family history efforts?
The question of incentivizing heirs to engage in restorative family history work – uncovering, documenting, and preserving family narratives – …
Point Loma Estate Planning Law
Can I require that trustees undergo annual fiduciary training?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about the proper administration of their trusts …
Can I use a bypass trust to separate community property in a marriage?
Navigating property division in a marriage, particularly in community property states like California, can be complex. A bypass trust, also …
Can I assign a voting mechanism to beneficiaries for major decisions?
The concept of assigning a voting mechanism to beneficiaries for major decisions regarding a trust or estate is increasingly popular, …
Can a trust be managed like a family bank?
The concept of managing a trust as a “family bank” – providing loans and distributions to beneficiaries as needed – …
Can I create a clause that reduces distributions based on criminal convictions?
The question of whether you can create a clause in a trust that reduces distributions based on a beneficiary’s criminal …
Can I coordinate a special needs trust with my overall estate plan?
Absolutely, coordinating a special needs trust with your overall estate plan is not only possible but often crucial for families …
Can I consolidate my assets into one trust?
The question of whether you can consolidate your assets into one trust is a common one, especially for individuals with …
Can I close a trust before I die?
The question of whether you can close a trust before your death is a common one for clients of Ted …
Can I Choose a Foreign Charity as a Remainder Beneficiary?
The question of designating a foreign charity as a remainder beneficiary within a trust is a surprisingly common one, and …