Can a trust include clauses to fund entrepreneurial risk?
Absolutely, a trust can, and increasingly does, include clauses specifically designed to fund entrepreneurial risks, offering a unique and flexible …
Point Loma Estate Planning Law
Can I keep the trust secret from one of the beneficiaries?
The question of maintaining trust confidentiality, especially when excluding a beneficiary from knowledge of its existence, is a complex one …
Can the trust establish a mental health emergency response fund?
Establishing a mental health emergency response fund within a trust is a growing area of estate planning, reflecting a heightened …
Can the trust pay to defend a beneficiary’s intellectual property rights?
The question of whether a trust can pay to defend a beneficiary’s intellectual property (IP) rights is a complex one, …
Can I require beneficiaries to participate in family-run nonprofits?
The question of compelling beneficiaries to engage with family-run nonprofits is a complex one, fraught with legal and ethical considerations, …
Can I include a provision to protect whistleblower heirs from disinheritance?
The question of safeguarding whistleblower heirs from disinheritance within a trust is increasingly relevant, mirroring the heightened awareness of ethical …
Can I include a letter of intent with a special needs trust?
The question of whether a letter of intent can be included with a special needs trust is a common one …
Can I include a clause to split the CRT if a divorce occurs?
Creating a Community Property Trust (CRT) in California, particularly with provisions for divorce, is a complex legal undertaking, and Ted …
Can I include a clause that allows for beneficiary input in asset decisions?
The question of beneficiary involvement in trust asset decisions is a nuanced one, frequently arising in discussions with clients here …
Can I incentivize residency in underserved areas through inheritance boosts?
The concept of using inheritance as a tool to encourage professionals, particularly those in healthcare and education, to live and …