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 …
Point Loma Estate Planning Law
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 …
Can I impose bans on high-risk hobbies or professions through the trust?
The question of whether you can restrict beneficiaries’ engagement in certain activities, like high-risk hobbies or professions, through a trust …