Do testamentary trusts require annual reporting?
Testamentary trusts, created through a will and taking effect after death, often raise questions about ongoing administrative requirements, particularly regarding …
Point Loma Estate Planning Law
Can I require an heir to take estate administration training?
The question of whether you can *require* an heir to undergo estate administration training before receiving their inheritance is complex …
Can I structure a trust to fund end-of-life care for a relative?
Yes, absolutely, a trust is an excellent vehicle to ensure a relative receives the care they need and deserve during …
Can I build-in legacy planning workshops for every new generation?
The question of integrating legacy planning workshops for each new generation is a compelling one, and the answer is a …
Can I require the trustee to produce annual “state of the trust” video reports?
The idea of requiring a trustee to produce annual “state of the trust” video reports is an innovative one, gaining …
Can I direct the trust to hold long-term treasury bonds?
The question of whether a trust can hold long-term treasury bonds is a common one for individuals establishing or managing …
Can I direct that only the income from a trust be distributed?
The question of whether you can direct that only the income from a trust be distributed is a common one …
Can I direct how remaining assets are distributed after the trust ends?
The question of directing asset distribution after a trust terminates is central to estate planning, and a core service provided …
Can I direct beneficiaries to reinvest part of their distributions?
The question of directing beneficiaries to reinvest portions of their trust distributions is a surprisingly common one, particularly as estate …
Can I designate that excess income from the trust be reinvested?
The question of reinvesting excess income from a trust is a common one for beneficiaries and trustees alike, and the …