Can I restrict trust-funded education to accredited institutions only?
The question of whether you can restrict trust-funded education to accredited institutions only is a common one for parents and …
Point Loma Estate Planning Law
Can a special needs trust cover daily transportation expenses?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a frequent question arises regarding …
Can a trust fund subscriptions to therapy-based mobile apps?
The question of whether a trust fund can cover subscriptions to therapy-based mobile apps is increasingly relevant in our digitally …
Can I add a clause requiring transparency from the trustee in all transactions?
Navigating the world of trusts requires careful consideration, and a frequent concern among Grantors – those who create the trust …
Can I require quarterly audits from an independent firm?
As an estate planning attorney in San Diego, I frequently encounter clients seeking ways to ensure the proper management and …
Can a trust mandate climate resilience planning for family property?
The question of whether a trust can mandate climate resilience planning for family property is increasingly relevant as the impacts …
Can a trust issue promissory notes to family members?
The question of whether a trust can issue promissory notes to family members is a surprisingly common one, particularly as …
Can a trust include peer review for major funding decisions?
The question of whether a trust can incorporate a peer review process for significant funding decisions is multifaceted, touching upon …
Can a trust include funding for career coaching?
The question of whether a trust can include funding for career coaching is a surprisingly common one, particularly as individuals …
Can a trust include an annual storytelling grant to share lived experiences?
The question of whether a trust can include an annual storytelling grant to share lived experiences is a fascinating one, …