Can I require a psychologist’s certification for mentally ill heirs before disbursement?
Navigating inheritance for heirs with mental health challenges presents a unique set of legal and ethical considerations for estate planning …
Point Loma Estate Planning Law
Can a special needs trust pay for educational webinars?
Navigating the financial landscape for a loved one with special needs requires meticulous planning, and a critical component of that …
Can I create a testamentary trust through an online will service?
The allure of streamlined, affordable estate planning has led many to explore online will services, but when it comes to …
Can a CRT be managed according to Sharia or religious finance principles?
Community Reinvestment Trusts (CRTs) represent a relatively new and innovative approach to impact investing, aiming to channel capital into underserved …
Can I limit trustee discretion to avoid high-risk financial decisions?
The question of whether you can limit a trustee’s discretion to prevent risky financial decisions is a crucial one for …
Can I authorize retroactive changes based on legal precedent shifts?
The question of whether one can authorize retroactive changes to a trust based on shifts in legal precedent is complex …
Can I authorize annual trust performance evaluations?
The question of authorizing annual trust performance evaluations is a crucial one for anyone involved in trust administration, whether as …
Can I assign trustees with limited investment powers?
The question of whether you can assign trustees with limited investment powers is a common one for individuals establishing or …
Can I Assign Real Estate Maintenance Responsibilities to Heirs?
The question of assigning real estate maintenance responsibilities to heirs *before* the grantor’s passing is a complex one, deeply rooted …
Can I assign mandatory savings thresholds for beneficiaries before they receive payouts?
The question of whether you can assign mandatory savings thresholds for beneficiaries before they receive payouts from a trust is …