Can the trust include goals related to environmental or social values?
Absolutely, a trust can, and increasingly does, incorporate goals related to environmental or social values, moving beyond purely financial considerations …
Point Loma Estate Planning Law
Can I appoint a trust company to manage a CRT’s assets?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I require the trustee to submit an annual investment philosophy statement?
As a beneficiary or grantor of a trust, it’s reasonable to want assurance that the trustee is managing the assets …
Is a living trust recognized internationally?
The question of whether a living trust established in the United States, specifically in California with an attorney like Ted …
Can estate planning help me pass on a family business?
Estate planning is absolutely crucial for ensuring a smooth transition of a family business to the next generation, protecting both …
Can I use estate planning to honor cultural or religious traditions?
Estate planning is often viewed as a purely financial and legal exercise, focused on asset distribution and minimizing taxes. However, …
Can I use biometrics for beneficiary verification?
The question of utilizing biometrics for beneficiary verification within the realm of trust administration is gaining traction, particularly as technology …
Can I use an irrevocable trust to cap the total inheritance?
The question of controlling and ultimately capping the total inheritance received by beneficiaries is a common concern for estate planning …
Can I use a trust to protect against inflation?
The question of whether a trust can shield assets from the eroding effects of inflation is complex, but the answer, …
Can I use a trust to fund regenerative farming projects?
The intersection of estate planning and sustainable agriculture, specifically regenerative farming, is a growing area of interest for individuals seeking …