Can I use a testamentary trust to preserve certain family traditions?
The idea of weaving family traditions into the fabric of a testamentary trust is a surprisingly powerful way to extend …
Point Loma Estate Planning Law
Can I require that a family business remain within the family?
The question of keeping a family business within the family is a common one, and the answer is nuanced, hinging …
Can a bypass trust include an inflation-adjustment clause for distributions?
Absolutely, a bypass trust, also known as a credit shelter trust, can and often *should* include an inflation-adjustment clause for …
Can I specify a succession plan for art collections?
The preservation and thoughtful transfer of an art collection to future generations requires deliberate planning, far beyond simply listing items …
Can a testamentary trust hold franchise licenses?
Testamentary trusts, created through a will and coming into effect after death, present unique challenges when it comes to acquiring …
Can I restrict geographic usage of real estate assets within the trust?
The question of restricting geographic usage of real estate assets held within a trust is a common one for clients …
Can I restrict distributions during bankruptcy or lawsuits?
The question of restricting distributions from a trust during bankruptcy or lawsuits is a frequent concern for individuals and families …
Can I restrict annual payouts to a maximum percent of average trust value?
The question of limiting annual trust distributions to a percentage of the trust’s average value is a common and insightful …
Can I restrict access to trust assets for substance abuse issues?
The question of protecting trust assets from potential misuse due to substance abuse is a common and increasingly important concern …
Can I restrict a beneficiary from accessing principal but allow access to income?
The question of whether you can restrict a beneficiary from accessing principal while allowing access to income within a trust …