Can I choose how the trust income is distributed—monthly or quarterly?
As a San Diego estate planning attorney, I frequently encounter clients curious about the flexibility within a trust, specifically regarding …
Point Loma Estate Planning Law
Can the trust sponsor wellness challenges or reward programs?
Establishing a trust for the benefit of loved ones is a powerful tool for wealth management, but many people don’t …
Can I force the sale of specific assets at liquidation?
Liquidation, whether through probate, a trust administration, or other legal proceedings, often raises the question of controlling which assets are …
Can a trust be moved to another state?
The question of relocating a trust, often referred to as “trust decanting” or “trust migration,” is a common one for …
Can a trust have a backup administrator besides the trustee?
The question of whether a trust can have a backup administrator beyond the primary trustee is a common one, and …
Can I create tiered beneficiary access based on personal milestones?
The concept of tiered beneficiary access, where distributions from a trust are linked to a beneficiary achieving specific personal milestones, …
Can I create separate testamentary trusts for each of my children?
The question of whether you can create separate testamentary trusts for each of your children is a common one for …
Can I create restrictions based on the political activity of heirs?
The question of whether you can create restrictions based on the political activity of heirs within a trust is a …
Can I create multiple layers of trustees with different responsibilities?
The concept of layering trustees with distinct responsibilities, while not a standard, universally advertised feature of trust administration, is absolutely …
Can I create incentives within the trust for career or educational achievements?
The question of incorporating incentives for career or educational achievements within a trust is a remarkably common one for Ted …