Can I avoid Medicaid payback with a third-party trust?
The question of protecting assets while planning for potential long-term care needs, specifically concerning Medicaid payback, is a common concern …
Point Loma Estate Planning Law
Can testamentary trusts be used to hold equity in private startups?
Testamentary trusts, established through a will and taking effect after death, present a unique, though potentially complex, avenue for holding …
Can I use the trust to enforce healthy lifestyle incentives?
The concept of using a trust to incentivize, or even *enforce*, healthy lifestyle choices is a fascinating and increasingly discussed …
How is a testamentary trust enforced?
A testamentary trust, created within a will, springs into existence upon the grantor’s death and is governed by its specific …
Can I make annual charitable gifts a condition of heir distributions?
The desire to instill values and continue philanthropic endeavors beyond one’s lifetime is a common aspiration, and many clients ask …
Can I ensure multigenerational feedback loops in estate planning?
Estate planning is often viewed as a singular event—a document created and then largely forgotten until needed. However, a truly …
Can I enforce performance reviews for trustee responsibilities?
The question of enforcing performance reviews for trustee responsibilities is complex, residing at the intersection of fiduciary duty, trust document …
Can I enable estate contributions to climate justice funds?
The question of integrating philanthropic goals, specifically supporting climate justice, into estate planning is gaining traction as more individuals seek …
Can I embed AI or smart contracts to manage trust distributions?
The question of integrating artificial intelligence (AI) and smart contracts into trust administration is rapidly moving from futuristic concept to …
Can I Donate a Classic Car to a CRT and still use it Occasionally?
The question of donating a classic car to a Charitable Remainder Trust (CRT) while retaining some use is a complex …