Can I take out a home equity line on property held in a trust?
The question of whether you can take out a home equity line of credit (HELOC) on property held in a …
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Can I support cultural education or preservation for my descendants?
The desire to instill cultural values and heritage in future generations is a deeply human one, and thankfully, estate planning …
Can I structure trust reviews into regular family meetings?
The idea of integrating trust reviews into regular family meetings is increasingly popular, and for good reason. It promotes transparency, …
Can I structure the trust to mirror private foundation rules?
The question of whether a trust can be structured to mirror the rules governing private foundations is a complex one, …
Can I structure my estate to maximize multi-generational tax efficiency?
The question of maximizing multi-generational tax efficiency within estate planning is a cornerstone of discussions with clients here in San …
Can I structure an estate plan to benefit both family and charity?
Absolutely, structuring an estate plan to benefit both family and cherished charities is not only possible, but a frequently sought-after …
Can I stipulate that heirs must undergo mental health evaluations before accessing funds?
The question of whether you can require heirs to undergo mental health evaluations before receiving inheritance funds is a complex …
Can I specify a trust distribution floor or minimum?
The question of establishing a distribution floor, or minimum, within a trust is a common one for individuals working with …
Can I set up the trust to sell assets upon specific events?
The question of whether a trust can be structured to sell assets upon the occurrence of specific events is a …
Can I set up automatic asset distributions over time?
The question of distributing assets over time, rather than as a lump sum, is increasingly common in estate planning, and …