Can testamentary trusts be used to hold equity in private startups?
The question of whether testamentary trusts can effectively hold equity in private startups is becoming increasingly common as wealth creation …
Point Loma Estate Planning Law
Can my trust receive money from a life insurance payout?
The question of whether a trust can receive funds from a life insurance payout is a very common one, particularly …
Can my trust be sued?
The question of whether a trust can be sued is a common one for individuals establishing or maintaining trusts in …
Can my estate plan support non-traditional education paths?
The traditional image of estate planning often centers around providing for beneficiaries through college or vocational schools. However, modern education …
Can my estate plan allow for emergency distributions outside of normal terms?
Estate planning, while often perceived as a rigid structure for distributing assets after one’s passing, possesses a surprising degree of …
Can I write in rebalancing rules for investment portfolios?
Absolutely, crafting rebalancing rules within a trust, particularly for investment portfolios, is a crucial component of responsible trust administration and …