Can I grant social equity bonuses to historically under-resourced family branches?
The question of intentionally distributing estate benefits to address historical inequities within a family is increasingly common, and while complex, …
How is the trust administered after my death?
Following your passing, the administration of your trust transitions from a planning tool you actively managed to a functioning entity …
Can a trust be used to keep property in the family?
Absolutely, a trust is a remarkably effective tool for ensuring cherished family property—whether it’s a home, a vacation cabin, a …
Can I use estate planning to mitigate generational conflict?
Estate planning is often viewed as simply a method for distributing assets after one’s passing, but it can be a …
Can beneficiaries receive regular distributions?
The question of whether beneficiaries can receive regular distributions from a trust is central to understanding the flexibility and purpose …
Can an irrevocable trust own cryptocurrency?
The intersection of estate planning and the burgeoning world of cryptocurrency presents novel legal questions. Specifically, whether an irrevocable trust …
Can an irrevocable trust hold a safe deposit box?
The question of whether an irrevocable trust can hold a safe deposit box is surprisingly complex, extending beyond a simple …
Can a trustee resign voluntarily?
The question of whether a trustee can voluntarily resign is a common one for individuals serving in this fiduciary role, …
Can a trustee be sued?
The role of a trustee, particularly within the complex landscape of estate planning in San Diego, carries significant responsibility and, …
Can a trustee be penalized for violating investment guidelines?
The question of whether a trustee can be penalized for violating investment guidelines is complex, dependent on the specifics of …