Can I designate a different investment advisor for each asset class?
The question of whether you can designate different investment advisors for each asset class within a trust is a common …
Point Loma Estate Planning Law
Can I design gamified financial learning experiences as trust preconditions?
The concept of integrating gamified financial learning experiences as preconditions within trust structures, particularly those established by a trust attorney …
Can I delay distributions until a certain age or event?
The question of delaying distributions from a trust is incredibly common, particularly as estate planning becomes more sophisticated. Many clients, …
Can I define specific milestones as triggers for distributions?
The question of whether you can define specific milestones as triggers for distributions from a trust is a central one …
Can I define allowable levels of investment risk tolerance in the trust?
Absolutely, defining allowable levels of investment risk tolerance within a trust is not only possible but highly recommended. As a …
Can I create sub-trusts within a testamentary trust?
The concept of creating sub-trusts, often referred to as “split” or “dynasty” trusts, within a testamentary trust is a sophisticated …