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Point Loma Estate Planning Law

Can the CRT be designed to generate grant reports after disbursement?

June 5, 2025 by admin

The Charitable Remainder Trust (CRT) is a powerful estate planning tool, but its reporting capabilities *after* disbursement require careful consideration …

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Can a bypass trust contain social credit or behavior tracking clauses?

June 5, 2025 by admin

The idea of embedding social credit or behavior tracking clauses within a bypass trust is a deeply complex and increasingly …

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Can I mandate that a trustee rotation happen every five years?

June 5, 2025 by admin

The idea of proactively rotating trustees every five years is intriguing, and while not a standard practice, it’s certainly something …

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Can the trust purchase software for communication assistance?

June 5, 2025 by admin

Absolutely, a trust can purchase software for communication assistance, provided it aligns with the trust’s purpose and benefits the beneficiary, …

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Can testamentary trusts support vocational training programs?

June 5, 2025 by admin

Testamentary trusts, established through a will and taking effect after death, offer a flexible mechanism for providing long-term support, and …

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Can I require skill certifications before certain distributions are released?

May 10, 2025 by admin

The question of whether a Grantor can require beneficiaries to obtain skill certifications before receiving distributions from a trust is …

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Can I require regular financial updates from beneficiaries?

May 10, 2025 by admin

As a trustee, navigating the balance between responsible oversight and respecting beneficiary privacy can be a delicate act. The question …

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Can I require publishing a family history project?

May 10, 2025 by admin

The question of whether you can *require* a beneficiary to complete a family history project as a condition of receiving …

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Can I require proof of volunteer service to unlock certain distributions?

May 10, 2025 by admin

The question of whether you can require proof of volunteer service to unlock certain distributions from a trust is a …

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Can I require professional asset managers for my bypass trust?

May 10, 2025 by admin

The question of whether you can – and should – require professional asset managers for your bypass trust is a …

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