Can I instruct the trustee to consider local economic needs when choosing investments?
The question of whether you can instruct a trustee to prioritize local economic needs when making investment decisions within a …
San Diego County
Can I include video messages in my trust for context?
The question of incorporating video messages within a trust is increasingly relevant as technology intertwines with estate planning. Traditionally, trusts …
Can I include trust distribution conditions related to global events?
The question of whether you can include trust distribution conditions related to global events is increasingly common, reflecting a desire …
Can I include training reimbursement clauses for beneficiaries seeking trade skills?
The question of whether to include training reimbursement clauses for beneficiaries within a trust, specifically for acquiring trade skills, is …
Can I include sustainability benchmarks for real property holdings?
The question of integrating sustainability benchmarks into estate planning, specifically regarding real property holdings, is becoming increasingly vital. For Steve …
Can I include special provisions for adopted children in the trust?
Estate planning, particularly through the creation of a trust, is a deeply personal process, and thoughtfully addressing the needs of …
Can I include rewards for heirs who pay off student debt with inheritance?
Estate planning is often seen as simply distributing assets after one’s passing, but it’s far more nuanced than that. Many …