Can I be the trustee of my own trust?
The question of whether you can serve as the trustee of your own trust is a common one, and the …
Point Loma Estate Planning Law
Can I name a corporate fiduciary to co-manage the trust?
Absolutely, naming a corporate fiduciary to co-manage a trust is a common and often prudent estate planning strategy, offering a …
Can a trustee resign voluntarily?
Yes, a trustee can generally resign voluntarily, but it’s not as simple as just deciding to step down; there are …
Can I put intellectual property royalties into a trust?
Yes, you absolutely can, and often should, put intellectual property (IP) royalties into a trust, providing a secure and strategically …
Can a trust require proof of residence?
Yes, a trust can absolutely require proof of residence, and often does, particularly when dealing with distributions, tax reporting, and …
Can I require digital literacy training before financial access?
The question of whether to require digital literacy training before granting access to financial resources is becoming increasingly pertinent in …
Can I require cooperative housing structures to receive housing-related funds?
The question of whether to require cooperative housing structures to meet specific criteria to receive housing-related funds is multifaceted, blending …
Can I require civic engagement verification for access to discretionary funds?
The question of whether a trust can require beneficiaries to demonstrate civic engagement as a condition for receiving discretionary funds …
Can I require beneficiaries to work in the family business?
The question of whether you can require beneficiaries to work in the family business within a trust is complex, navigating …
Can I require beneficiaries to meet performance goals?
The question of whether you can require beneficiaries to meet performance goals within a trust is a common one for …