Can I change the trustee without changing the trust?
The question of whether you can change a trustee without altering the fundamental structure of your trust is a common …
Point Loma Estate Planning Law
Can government agencies penalize the beneficiary if the trust violates rules?
The question of whether government agencies can penalize a trust beneficiary for trust violations is complex, often hinging on the …
Can I transfer intellectual property into a trust?
Absolutely, intellectual property – encompassing things like copyrights, patents, trademarks, and trade secrets – can be transferred into a trust, …
Should I store my trust with an attorney or at home?
The question of where to store your original trust documents—with an attorney or at home—is a surprisingly common one for …
Can a bypass trust compensate an independent investment committee?
The question of whether a bypass trust can compensate an independent investment committee is a complex one, deeply rooted in …
Can I mandate ESG compliance in trust-held portfolios?
The question of whether you can mandate Environmental, Social, and Governance (ESG) compliance in trust-held portfolios is increasingly common, reflecting …
Can I mandate annual philanthropic service by beneficiaries?
The question of whether you can mandate annual philanthropic service by beneficiaries of a trust is a surprisingly common one, …
Can I make the bypass trust subject to the laws of a specific jurisdiction?
The question of whether a bypass trust – a crucial estate planning tool for married couples seeking to maximize estate …
Can I make my trust portable across jurisdictions?
The question of trust portability—whether a trust created in one state can be effectively administered and recognized in another—is a …
Can I make income from the trust variable based on inflation?
The question of whether income from a trust can be adjusted for inflation is a common one, particularly in our …