Can I require a family oath or code of conduct to access funds?
The idea of tying access to trust funds to a family oath or code of conduct is increasingly popular, reflecting …
Point Loma Estate Planning Law
Can I require a beneficiary to live in inherited property?
The question of whether you can require a beneficiary to live in inherited property is a common one for those …
Can I refinance a home in a trust without removing it?
The question of refinancing a home held within a trust is surprisingly common, and the answer, as with most legal …
Can I receive income from a CRT and later convert it to a lump sum?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Can I put timeshares into a trust?
The question of whether you can place a timeshare into a trust is a common one for Ted Cook, a …
Can I Provide Travel Stipends for Family Connection?
The question of providing travel stipends to family members to facilitate connection is increasingly common, particularly as families become geographically …