Can I establish protocols for managing trust during pandemics or crises?
The question of proactively establishing protocols for managing trusts during pandemics or crises is increasingly relevant in our interconnected world. …
Point Loma Estate Planning Law
Can I establish legacy stewardship roles for future generations?
The concept of legacy stewardship—ensuring values, wealth, and wisdom are passed down effectively—is gaining traction, especially amongst high-net-worth individuals and …
Can I establish an estate-funded loan program for heirs starting businesses?
The idea of establishing an estate-funded loan program for heirs venturing into entrepreneurship is increasingly popular, particularly amongst high-net-worth individuals …
Can I establish a private family credit rating monitored by the trustee?
The concept of a “private family credit rating” monitored by a trustee is unconventional, yet increasingly relevant in the landscape …
Can I establish a CRT with a flexible start date for income payments?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I establish a bypass trust that only benefits my children from a previous relationship?
The question of establishing a bypass trust specifically for children from a previous relationship is a common one, and the …