Can I make annual charitable gifts a condition of heir distributions?
The question of whether you can condition an heir’s distributions upon making annual charitable gifts is a nuanced one, deeply …
San Diego County
Can I make a trust donation to charity?
The question of whether you can donate to charity through a trust is a common one for estate planning attorneys …
Can I link trust access to wellness or health screenings?
The question of linking trust access to wellness or health screenings is becoming increasingly relevant as estate planning evolves to …
Can I link funding to beneficiaries’ children’s performance or behavior?
The question of whether you can link funding within a trust to a beneficiary’s children’s performance or behavior is a …
Can I limit when and how funds are used for healthcare?
The question of controlling how and when healthcare funds are utilized, especially within the framework of estate planning, is a …
Can I limit trust disbursement during economic booms?
The question of whether you can limit trust disbursements during economic booms is a surprisingly common one for estate planning …
Can I limit spending to needs only, not wants?
The question of differentiating between needs and wants is central to effective financial planning, a cornerstone of comprehensive estate planning …