Can I require a beneficiary to meet certain educational achievements?
The question of whether you can require a beneficiary to meet certain educational achievements within a trust is a common …
San Diego County
Can I refinance a home that’s in a trust?
Refinancing a home held within a trust is certainly possible, but it does present a slightly more complex process than …
Can I receive income from a charitable remainder trust for life?
The question of whether you can receive income from a charitable remainder trust (CRT) for life is a common one …
Can I put my home in an irrevocable trust?
The question of transferring a home into an irrevocable trust is a common one for individuals engaging in estate planning, …
Can I Provide Performance Incentives for Trustees?
The question of whether you can provide performance incentives for trustees is surprisingly complex, rooted deeply in the fiduciary duty …
Can I Provide Incentives for Heirs Who Serve on Nonprofit Boards?
Estate planning often extends beyond simply distributing assets; it can encompass fostering values and encouraging continued philanthropic engagement within families. …
Can I Provide for Relocation Costs for Heirs Serving in Underserved Areas?
Estate planning is often viewed through the lens of financial distribution, but increasingly, clients are expressing desires to incentivize values …