Can I allocate separate funds for emergencies within the trust?
The question of whether you can allocate separate funds for emergencies within a trust is a common one for Ted …
Point Loma Estate Planning Law
Can I allocate funds for cultural exchange or global travel?
The question of allocating trust funds for cultural exchange or global travel is surprisingly common, especially among families valuing experiential …
Can I allocate assets for restoration or preservation of cultural artifacts?
The question of whether you can allocate assets within a trust for the restoration or preservation of cultural artifacts is …
Can I add provisions for digital backup and archiving of trust documents?
In the modern age, the question of incorporating digital backup and archiving for trust documents isn’t simply a convenience, but …
Can I add co-beneficiaries to a special needs trust over time?
The question of whether you can add co-beneficiaries to a special needs trust (SNT) over time is a common one …
Can I add a rule that trustees must have professional certifications?
The question of requiring professional certifications for trustees is increasingly relevant as estate planning becomes more complex and the potential …