Can I include trustee compensation in the trust terms?
Yes, you absolutely can, and often should, address trustee compensation within the terms of your trust document, however, there are …
Point Loma Estate Planning Law
Can I include cost-of-living adjustments in annual disbursements?
The ability to include cost-of-living adjustments (COLAs) in annual disbursements from a trust is a frequently asked question, and the …
Is a special needs trust considered irrevocable?
Generally, a special needs trust is indeed considered irrevocable, meaning once established, its terms cannot be easily changed or terminated. …
Can a bypass trust offer an incentive for military or civil service?
Bypass trusts, also known as disclaimer trusts, can indeed play a strategic role in estate planning for individuals considering or …
Can a special needs trust assist with meal delivery services?
Absolutely, a special needs trust can, and often should, assist with meal delivery services for a beneficiary with disabilities who …
Can I include a structured review calendar in the trust terms?
The question of incorporating a structured review calendar within the terms of a trust is a common one for clients …
Can I include a non-disclosure agreement within a testamentary trust?
The question of incorporating a non-disclosure agreement (NDA) within a testamentary trust is a nuanced one, frequently arising in estate …
Can I include a guideline for cultural or heritage preservation grants?
The question of incorporating guidelines for cultural or heritage preservation grants within a comprehensive estate plan, guided by a Trust …
Can I include a clause to permanently exclude certain individuals?
The question of permanently excluding individuals from a trust is a complex one, frequently encountered in estate planning with Ted …
Can I include a clause preventing heirs from selling real estate for a period?
The question of whether you can include a clause preventing heirs from selling real estate for a period is a …