Can I create rotating beneficiary roles for certain assets?
The idea of rotating beneficiary roles for assets, while not a standard feature of estate planning, is certainly a question …
Can I assign co-beneficiaries on a rotating schedule?
The concept of assigning co-beneficiaries on a rotating schedule, while unconventional, touches upon the flexibility offered within estate planning and …
Can a trustee be removed from a testamentary trust?
Testamentary trusts, established through a will and taking effect after death, offer a structured way to manage assets for beneficiaries. …
Can a CRT be designed to mimic private foundation distribution policies?
Charitable Remainder Trusts (CRTs) offer a fascinating intersection of estate planning, charitable giving, and income generation, and the question of …
Can I use a testamentary trust to explore democratic governance models in wealth distribution?
The idea of using a testamentary trust to experiment with democratic wealth distribution is a fascinating, though complex, one, blending …
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 – …
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 …
How can I protect my loved ones with proper estate planning?
Rain lashed against the windows as Amelia frantically searched for her father’s will. His passing had been sudden, leaving a …
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, …