Can a CRT align with B Corp certification guidelines?
Community Reinvestment Trusts (CRTs) represent an innovative approach to impact investing, focusing on directing capital toward underserved communities, but can …
Point Loma Estate Planning Law
Can I appoint a corporate trustee for a bypass trust?
Absolutely, you can appoint a corporate trustee for a bypass trust, and in many situations, it’s a very prudent decision; …
Can I set a requirement for professional licensing before distributions?
Estate planning, while deeply personal, often intersects with professional expertise, especially when distributing assets to beneficiaries who may need specific …
Can a trust pay for tech used to track treatment adherence?
As estate planning attorneys in San Diego, we often encounter questions about the permissible uses of trust funds, and the …
Can I embed lifetime caps for individual beneficiaries?
The question of whether you can embed lifetime caps for individual beneficiaries within a trust is a common one, and …
Can the trust incentivize saving or investing?
The question of whether a trust can incentivize saving or investing is a common one for individuals seeking to not …
Can the Trust Hold Rental Income-Producing Property?
The question of whether a trust can hold rental income-producing property is a common one for individuals considering estate planning …
Can the trust help the beneficiary establish legal identification documents?
The question of whether a trust can directly assist a beneficiary in obtaining legal identification documents is a nuanced one, …
Can the trust handle debt repayment for heirs?
The question of whether a trust can handle debt repayment for heirs is a common one for Ted Cook, a …
Can the trust fund tools for goal tracking and habit-building?
The notion of a trust fund immediately conjures images of inherited wealth and financial security, but its capabilities extend far …