Can I stipulate a reserve fund be created from the CRT remainder?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a specified period, …
Point Loma Estate Planning Law
Can I split management of physical vs. digital trust assets between trustees?
The question of dividing asset management responsibilities between trustees—specifically separating physical and digital assets within a trust—is increasingly relevant in …
Can I specify trust distributions be in a specific currency?
The question of specifying trust distributions in a specific currency is a surprisingly complex one, often arising in cross-border estate …
Can I specify investment strategies in the trust document?
The question of whether you can specify investment strategies within a trust document is a common one for individuals working …
Can I specify educational milestones for distributions to grandchildren?
The question of whether you can specify educational milestones for distributions to grandchildren within a trust is a common one …