Can I fund a Charitable Remainder Trust with restricted stock?
Yes, you can generally fund a Charitable Remainder Trust (CRT) with restricted stock, but it’s a bit more complex than …
Point Loma Estate Planning Law
Can my trust receive money from a life insurance payout?
Yes, a trust can absolutely receive funds from a life insurance payout, and it’s a commonly used estate planning strategy, …
Can a special needs trust distribute funds on a monthly schedule?
Yes, a special needs trust can absolutely distribute funds on a monthly schedule, and in many cases, that is the …
Are there penalties for not following the trust terms?
Yes, there can be significant penalties for not adhering to the terms outlined in a trust document, ranging from financial …
Can a trust guarantee down payments for home purchases?
The question of whether a trust can guarantee down payments for home purchases is complex, and the answer isn’t a …
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 …
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 …