Can a testamentary trust invest in the stock market?
Yes, a testamentary trust absolutely can invest in the stock market, and often does, as it’s a crucial tool for …
Point Loma Estate Planning Law
Can the trust assist with website accessibility services for the beneficiary?
As an estate planning attorney in San Diego, I often encounter unique needs of beneficiaries, and the question of funding …
Can I include clauses requiring sustainability in CRT asset management?
The increasing demand for socially responsible investing extends to all asset classes, including those held within Charitable Remainder Trusts (CRTs). …
Can the trust support an innovation grant fund for family projects?
Establishing a trust is a powerful tool for managing and distributing assets, but the question of whether it can support …
What is the role of a trust protector?
The role of a trust protector is becoming increasingly vital in modern estate planning, offering a dynamic layer of oversight …
Can I tie distributions to successful completion of counseling or therapy?
The question of whether you can tie distributions from a trust to a beneficiary’s successful completion of counseling or therapy …
Can I tie disbursements to sustainable career pursuits?
The question of whether you can tie disbursements from a trust to sustainable career pursuits – meaning careers focused on …
Can I tie benefits to health-related goals or wellness metrics?
The integration of health-related goals and wellness metrics with employee benefits is a growing trend, offering potential advantages for both …
Can I support estate-based incubators for ethical startups?
The concept of estate-based incubators, funding ethical startups through the assets of trusts and estates, is gaining traction as a …
Can I structure the trust to support cooperative housing for beneficiaries?
The question of structuring a trust to support cooperative housing for beneficiaries is becoming increasingly relevant as alternative living arrangements …