Can I link inheritance to child-rearing practices or family engagement?
The question of whether inheritance should be linked to child-rearing practices or family engagement is a complex one, increasingly discussed …
Can I link a portion of trust distributions to ESG benchmarks?
The idea of aligning trust distributions with Environmental, Social, and Governance (ESG) benchmarks is gaining traction as beneficiaries, particularly younger …
Can I limit trust fund access to beneficiaries with stable employment?
The question of whether you can limit trust fund access to beneficiaries based on their employment status is a common …
Can I limit the trustee’s discretion in the trust document?
Establishing a trust is a powerful estate planning tool, offering control over asset distribution even after one’s passing. A central …
Can I limit how often distributions are made from the trust?
The question of controlling distribution frequency from a trust is a crucial one for many San Diego residents considering estate …
Can I limit eligibility for distributions to those who pass a fiduciary exam?
The question of whether you can limit eligibility for distributions from a trust to those who pass a fiduciary exam …
Can I limit asset allocations to a max threshold per asset class?
The question of whether you can limit asset allocations to a maximum threshold per asset class within a trust is …
Can I include travel stipends for educational opportunities?
The question of whether travel stipends for educational opportunities can be included within a trust is a common one for …
Can I include sustainability clauses for real estate in the trust?
The increasing awareness of environmental responsibility is shifting how we approach estate planning, and the inclusion of sustainability clauses within …
Can I include seasonal distribution options based on beneficiary needs?
The question of tailoring trust distributions to reflect seasonal or fluctuating beneficiary needs is a remarkably common one, particularly for …