Can I establish rotating disbursement privileges among co-beneficiaries?
The question of establishing rotating disbursement privileges among co-beneficiaries of a trust is a surprisingly common one, particularly within families …
Point Loma Estate Planning Law
Can I establish inheritance tiers based on civic metrics?
The concept of structuring inheritance tiers based on civic metrics—rewarding beneficiaries who demonstrate positive contributions to society—is a fascinating, though …
Can I establish a rolling admissions policy for new eligible beneficiaries?
The concept of a “rolling admissions” policy for trust beneficiaries—allowing individuals to qualify and begin receiving benefits at different times …
Can I establish a permanent charitable scholarship through my estate?
The desire to leave a lasting legacy through philanthropy is a powerful one, and establishing a permanent charitable scholarship through …
Can I establish a CRT to benefit a specific demographic within a charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, enabling donors to transfer assets, receive income during their lifetime, and …
Can I establish a bypass trust in a different state for tax reasons?
The question of establishing a bypass trust – also known as a credit shelter trust or a family bypass trust …