Can I appoint an AI monitor to flag unusual transaction patterns?
The question of appointing an AI monitor to flag unusual transaction patterns is becoming increasingly relevant, especially as financial fraud …
Point Loma Estate Planning Law
Can the bypass trust hold bank accounts in multiple states?
The question of whether a bypass trust, also known as a credit shelter trust, can hold bank accounts in multiple …
Can a special needs trust pay for educational apps?
Navigating the financial landscape for a loved one with special needs requires careful planning, and one frequent question arises regarding …
Can I allow heirs to pool distributions for group investments?
The question of whether heirs can pool distributions for group investments is a common one, and the answer, as with …
Can a CRT be terminated early by agreement of all parties?
Community Property Trusts (CRTs), while designed for longevity and the seamless transfer of assets, aren’t immutable; they can indeed be …
Can I require that beneficiary life milestones be documented for trust archives?
The question of documenting beneficiary life milestones within a trust archive is increasingly relevant as estate planning evolves beyond simply …
Can I require that a CRT support a donor-designated field of interest fund?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can I require social impact investment reporting from trust-funded ventures?
The question of requiring social impact investment reporting from ventures funded through trusts is increasingly relevant as philanthropic goals evolve. …
Can I require regular income reporting from beneficiaries?
As a grantor creating a trust, the question of requiring regular income reporting from your beneficiaries is a common one, …
Can I require purchase of life insurance for key family members?
The question of whether you can *require* key family members to purchase life insurance as part of a trust arrangement …