Can I limit distributions if estate law changes reduce tax exposure?
The question of whether you can limit distributions from a trust to take advantage of changing estate tax laws is …
San Diego County
Can I limit access to trust records for certain parties?
The question of controlling access to trust records is a cornerstone of effective estate planning, and a frequent concern for …
Can I limit access to digital content stored in the trust?
The modern estate plan extends far beyond tangible assets like real estate and investments; it now encompasses a significant amount …
Can I leave separate instructions for each type of asset I own?
The question of whether you can leave separate instructions for each type of asset you own is a common one …
Can I leave instructions for the future sale of intellectual property?
The question of whether one can leave instructions for the future sale of intellectual property (IP) is a complex one, …
Can I Keep the Trust Secret from One of the Beneficiaries?
The question of maintaining secrecy regarding a trust and its beneficiaries is a common one for those establishing estate plans, …
Can I instruct trustees to prioritize dividend income over capital growth?
The question of directing trustees to favor dividend income over capital growth is a common one in estate planning, particularly …