What is a pour-over will and why is it used with a trust?
A pour-over will is a legal document designed to transfer any assets remaining outside of a trust into the trust …
Can I limit access to trust benefits based on household income?
The question of whether you can limit access to trust benefits based on household income is complex, but generally, yes, …
Can I restrict how an inheritance is used?
The question of whether you can restrict how an inheritance is used is a common one for estate planning attorneys …
Can I assign quarterly transparency calls for all trust stakeholders?
Establishing regular communication with trust beneficiaries and stakeholders through quarterly transparency calls is a proactive and increasingly vital practice in …
Can I designate a trustee for only digital assets in the trust?
The question of whether you can designate a trustee specifically for digital assets within a trust is becoming increasingly relevant …
Can I disallow assets from being transferred into offshore accounts?
The question of preventing asset transfers to offshore accounts is a common concern for individuals seeking to protect their estate …
Can I schedule automatic reviews of tax efficiency within the trust?
Estate planning isn’t a “set it and forget it” endeavor, particularly when it comes to trusts and their ongoing tax …
Can I require trustee approval before asset liquidation?
As an estate planning attorney in San Diego, I often field questions about the powers and limitations of trustees, and …
Can a trust distribute assets in stages?
Yes, a trust can absolutely distribute assets in stages, and in fact, staged or phased distributions are a very common …
Where should I not look for a trust attorney?
The air hung heavy with anxiety as Maria clutched the phone, her heart pounding like a drum solo. Her father …