Can I structure distributions using inflation-adjusted formulas?
The question of whether you can structure trust distributions using inflation-adjusted formulas is increasingly relevant in today’s economic climate. Traditional …
Point Loma Estate Planning Law
Can I stipulate that trust assets be used for first-home purchases only?
The question of whether you can specifically dictate that trust assets be used *only* for first-home purchases is a common …
Can I stagger inheritance over decades instead of lump sums?
The concept of distributing inheritance over decades, rather than as a single lump sum, is gaining significant traction in estate …
Can I specify trust distributions to be held in escrow?
The question of whether you can specify trust distributions to be held in escrow is a common one for Ted …
Can I specify minimum payout requirements for the charitable remainder?
The question of setting minimum payout requirements within a Charitable Remainder Trust (CRT) is a common one for individuals considering …