Can I tie income disbursements to health benchmarks of the recipient?
The question of whether you can tie income disbursements to the health benchmarks of a trust beneficiary is a complex …
Point Loma Estate Planning Law
Can I tie distributions to sobriety or drug testing?
The question of whether you can tie trust distributions to a beneficiary’s sobriety or drug testing is a complex one, …
Can I tie community-based initiatives to family inheritance milestones?
The intersection of family wealth, inheritance, and community impact is gaining traction as a powerful force for good. Increasingly, individuals, …
Can I take out a home equity line on property held in a trust?
The question of whether you can take out a home equity line of credit (HELOC) on property held in a …
Can I support bilingual estate documents for global families?
Navigating estate planning is complex enough within a single legal system; when families span multiple countries and languages, the challenges …
Can I structure the trust to prioritize education over other expenses?
The question of structuring a trust to prioritize educational expenses is a common and insightful one for many clients of …