Can a testamentary trust operate across tribal or indigenous jurisdictions?
Testamentary trusts, created through a will and taking effect after death, present unique challenges when dealing with property located within, …
Point Loma Estate Planning Law
Can I provide for the creation of a family logo or brand via trust funds?
The question of whether trust funds can be utilized to establish and maintain a family logo or brand is multifaceted, …
Can I require that part of the trust be used for justice-involved family re-entry support?
The question of incorporating specific philanthropic goals, like support for family members re-entering society after incarceration, into a trust is …
Can I assign a values statement to accompany financial inheritance?
The question of attaching a values statement to a financial inheritance is becoming increasingly popular, reflecting a desire to pass …
Can the trust fund annual disability law compliance assessments?
Trust funds, while often perceived as simple vehicles for asset management, are subject to a surprising number of legal and …
Can a testamentary trust own partnership interests?
The question of whether a testamentary trust can own partnership interests is a common one for estate planning attorneys like …
Can a testamentary trust mandate support for bilingual education?
Testamentary trusts, created through a will and taking effect after death, offer a remarkable degree of control over how assets …
Can a testamentary trust limit asset diversification beyond a fixed threshold?
The question of whether a testamentary trust can limit asset diversification beyond a fixed threshold is a complex one, deeply …
Can a testamentary trust include specific investment instructions?
The question of whether a testamentary trust can include specific investment instructions is a cornerstone of effective estate planning, and …
Can a testamentary trust include animal care endowments for conservation?
The question of whether a testamentary trust can include animal care endowments for conservation is increasingly relevant as individuals seek …