Can I create rotating beneficiary roles for certain assets?
The concept of “rotating beneficiary roles” for assets within a trust is a nuanced one, and while not a standard, …
Point Loma Estate Planning Law
Can I create multiple trusts for different goals?
The question of whether you can establish multiple trusts to serve distinct objectives is a common one for individuals engaging …
Can I create instructions for heirs on managing environmental risks with inherited property?
Inheriting property is often a blessing, but it can also come with hidden liabilities, especially concerning environmental risks. Many heirs …
Can I create health benchmarks like BMI for accessing distributions?
The concept of tying trust distributions to personal health benchmarks, such as Body Mass Index (BMI), is increasingly discussed, yet …
Can I create behavioral profiles to tailor beneficiary access?
The question of whether one can create behavioral profiles to tailor beneficiary access within a trust is increasingly relevant as …
Can I create access tiers within the trust based on accountability measures?
The concept of creating access tiers within a trust, linked to accountability measures, is increasingly relevant, particularly for larger, more …