Can I take out a home equity line on property held in a trust?
Navigating the world of home equity lines of credit (HELOCs) when your property is held within a trust requires careful …
Can I direct how funds are used for grandchildren’s education?
Planning for the future, especially the education of loved ones, is a significant concern for many individuals, and yes, you …
Can I build in mechanisms to prevent concentration of power in one trustee?
The concentration of power in a single trustee can create vulnerabilities within a trust, potentially leading to mismanagement, conflicts of …
Can I assign a mediator to settle any estate disputes in advance?
The question of proactively designating a mediator for potential estate disputes is gaining traction as families recognize the emotional and …
Can a living trust hold foreign assets?
Yes, a living trust can absolutely hold foreign assets, but it introduces complexities that require careful planning and expertise. While …
Can I include disaster recovery protocols for trust-owned assets?
As a San Diego estate planning attorney, I often encounter clients who meticulously plan for their lifetime, but surprisingly few …
Can I require annual performance reviews of trust asset managers?
As a beneficiary or trustee, proactively monitoring the performance of trust asset managers is not just advisable, it’s a critical …
Can the trust invest in mission-aligned cooperatives?
As an estate planning attorney in San Diego, I often field questions about the flexibility of trusts, and whether they …
Does an irrevocable trust protect assets from creditors?
Irrevocable trusts, when properly structured and administered, can offer a significant degree of protection from creditors, but it’s not an …
Can I include contingency clauses for divorce or bankruptcy in my estate?
The question of incorporating contingency clauses for divorce or bankruptcy into an estate plan is increasingly common, reflecting the complexities …