Can I set milestone-based investment releases?
The idea of releasing investment funds in stages, tied to specific achievements or “milestones,” is a powerful concept within estate …
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What are the annual reporting obligations for the trust?
Understanding the annual reporting obligations for a trust can be complex, varying significantly based on the type of trust, its …
Can I assign fiduciary succession protocols?
Navigating the complexities of estate planning often leads to questions about ensuring continuity of care for loved ones and assets, …
Can the trust establish a feedback loop for improving family governance?
Establishing a robust feedback loop within a family trust is not merely beneficial—it’s becoming increasingly vital for long-term wealth preservation …
Can I assign family members specific roles in charitable efforts funded by my estate?
The question of directing how charitable funds are distributed from your estate, and specifically assigning roles to family members in …
Can I require startup proposals before unlocking business-related inheritance?
The question of conditioning an inheritance on the submission and approval of a business proposal is a fascinating, and increasingly …
Can a trust automatically adjust for inflation in distributions?
The question of whether a trust can automatically adjust for inflation in distributions is crucial for maintaining the real value …
Should I notify my trustee in advance?
As an estate planning attorney in San Diego, I frequently encounter clients pondering the best approach when facing potential incapacity …
What are the typical fees associated with maintaining a special needs trust?
Maintaining a special needs trust (SNT) involves ongoing administrative costs that can vary significantly depending on the trust’s complexity, the …
How can I protect my assets from probate?
My heart pounded in my chest, sweat prickling on my forehead. The lawyer’s words echoed in my ears: “probate court.” …