Can I assign a climate impact officer to oversee environmental compliance of the trust?
The question of assigning a climate impact officer to oversee the environmental compliance of a trust is gaining traction as …
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Can I provide assistance for court or custody proceedings involving heirs?
As an estate planning attorney in San Diego, I frequently encounter situations where heirs are embroiled in disputes, sometimes requiring …
Can a special needs trust cover digital subscriptions to news or magazines?
Navigating the complexities of special needs trusts requires careful consideration of allowable expenses, and the question of digital subscriptions—like those …
Can I require language fluency benchmarks for heirs accessing international assets?
Navigating the complexities of international estate planning requires careful consideration of not just legal structures, but also the practical abilities …
Can I prioritize one beneficiary over another for business assets?
Navigating the complexities of estate planning, particularly when business assets are involved, requires careful consideration of fairness, legal compliance, and …
Can a trust support faith-based counseling services?
The question of whether a trust can support faith-based counseling services is a nuanced one, heavily dependent on the trust’s …
Can a trust sponsor tech literacy programs for adults with disabilities?
The question of whether a trust can sponsor tech literacy programs for adults with disabilities is a nuanced one, hinging …
Can a trust restrict travel funding based on global security levels?
The question of whether a trust can restrict travel funding based on global security levels is a fascinating intersection of …
Can a trust require quarterly financial planning check-ins?
The question of whether a trust can require quarterly financial planning check-ins is a resounding yes, and increasingly, it’s a …
Can a trust receive oil and gas royalties?
The question of whether a trust can receive oil and gas royalties is a common one for estate planning attorneys …