Can I allow a trustee to merge or split trusts for efficiency?
The question of whether a trustee can merge or split trusts for efficiency is a complex one, deeply rooted in …
Point Loma Estate Planning Law
Can I allocate periodic review power to an outside advisory council?
The question of whether you can allocate periodic review power to an outside advisory council concerning your trust is complex, …
Can I allocate funds for dental and vision expenses separately?
The question of allocating funds specifically for dental and vision expenses within a trust is a common one, particularly as …
Can I allocate different levels of access to financial information among heirs?
The question of whether you can allocate different levels of access to financial information among heirs is a common one …
Can I add successor charitable beneficiaries if my selected charity dissolves?
Planning for the future with a charitable trust is a generous act, allowing you to support causes you believe in …