Can I name multiple charities as remainder beneficiaries?
The question of whether you can name multiple charities as remainder beneficiaries within your estate planning, specifically within a trust, …
Can I name co-executors or co-trustees?
Naming co-executors or co-trustees is a common question for those crafting their estate plans in San Diego, and for good …
Can I name alternate trustees in my testamentary trust?
The question of whether you can name alternate trustees in a testamentary trust is a common one for those engaging …
Can I name a succession of corporate trustees?
The question of whether you can name a succession of corporate trustees within a trust is a common one, particularly …
Can I name a friend or relative as trustee of a bypass trust?
The question of whether you can name a friend or relative as trustee of a bypass trust is a common …
Can I name a corporate fiduciary to co-manage the trust?
The question of whether you can name a corporate fiduciary to co-manage a trust is a common one for those …
Can I modify a testamentary trust before I die?
A testamentary trust, unlike a living trust, isn’t created during your lifetime; it springs into existence upon your death through …
Can I make education a requirement for inheritance?
The question of whether you can require education as a condition for inheriting assets through a trust is a complex …
Can I make distribution contingent on financial literacy certification?
The question of whether you can condition trust distributions on a beneficiary receiving financial literacy certification is becoming increasingly popular, …
Can I make benefits contingent on personal development milestones?
The question of whether you can tie benefits to personal development milestones within a trust is complex, heavily dependent on …